Principle Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.1M | Sell |
26,657
-205
| -0.8% | -$76K | 0.55% | 38 |
|
|
2026
Q1 | $7.27M | Buy |
26,862
+9,186
| +52% | +$2.74M | 0.42% | 52 |
|
|
2025
Q4 | $5.84M | Buy |
17,676
+1,223
| +7% | +$414K | 0.33% | 57 |
|
|
2025
Q3 | $5.68M | Buy |
16,453
+2,709
| +20% | +$819K | 0.33% | 57 |
|
|
2025
Q2 | $4.29M | Buy |
13,744
+6,130
| +81% | +$2.34M | 0.27% | 77 |
|
|
2025
Q1 | $3.99M | Buy |
7,614
+92
| +1% | +$47K | 0.29% | 81 |
|
|
2024
Q4 | $3.81M | Sell |
7,522
-40
| -0.5% | -$22.7K | 0.27% | 85 |
|
|
2024
Q3 | $4.42M | Sell |
7,562
-38
| -0.5% | -$21.5K | 0.31% | 74 |
|
|
2024
Q2 | $3.87M | Buy |
7,600
+50
| +0.7% | +$24.5K | 0.29% | 82 |
|
|
2024
Q1 | $3.74M | Buy |
7,550
+20
| +0.3% | +$10.2K | 0.29% | 82 |
|
|
2023
Q4 | $3.96M | Buy |
7,530
+119
| +2% | +$63.5K | 0.34% | 74 |
|
|
2023
Q3 | $3.74M | Buy |
7,411
+173
| +2% | +$85.1K | 0.38% | 67 |
|
|
2023
Q2 | $3.48M | Sell |
7,238
-41
| -0.6% | -$20K | 0.35% | 64 |
|
|
2023
Q1 | $3.44M | Buy |
7,279
+562
| +8% | +$271K | 0.37% | 65 |
|
|
2022
Q4 | $3.56M | Sell |
6,717
-105
| -2% | -$55.6K | 0.4% | 63 |
|
|
2022
Q3 | $3.44M | Sell |
6,822
-66
| -1% | -$34.7K | 0.32% | 56 |
|
|
2022
Q2 | $3.54M | Buy |
6,888
+41
| +0.6% | +$20.6K | 0.43% | 57 |
|
|
2022
Q1 | $3.49M | Hold |
6,847
| – | – | 0.37% | 64 |
|
|
2021
Q4 | $3.44M | Buy |
6,847
+142
| +2% | +$64.3K | 0.36% | 63 |
|
|
2021
Q3 | $2.62M | Buy |
6,705
+200
| +3% | +$82.8K | 0.3% | 72 |
|
|
2021
Q2 | $2.6M | Buy |
6,505
+35
| +0.5% | +$14K | 0.3% | 74 |
|
|
2021
Q1 | $2.41M | Hold |
6,470
| – | – | 0.28% | 73 |
|
|
2020
Q4 | $2.27M | Buy |
6,470
+725
| +13% | +$243K | 0.3% | 71 |
|
|
2020
Q3 | $1.79M | Buy |
5,745
+26
| +0.5% | +$7.99K | 0.5% | 35 |
|
|
2020
Q2 | $1.69M | Buy |
5,719
+29
| +0.5% | +$8.31K | 0.5% | 36 |
|
|
2020
Q1 | $1.42M | Buy |
5,690
+1,949
| +52% | +$536K | 0.53% | 35 |
|
|
2019
Q4 | $1.1M | Hold |
3,741
| – | – | 0.35% | 52 |
|
|
2019
Q3 | $813K | Buy |
3,741
+519
| +16% | +$125K | 0.28% | 64 |
|
|
2019
Q2 | $786K | Buy |
3,222
+461
| +17% | +$111K | 0.4% | 48 |
|
|
2019
Q1 | $683K | Buy |
2,761
+356
| +15% | +$90.8K | 0.39% | 50 |
|
|
2018
Q4 | $599K | Buy |
+2,405
| New | +$635K | 0.5% | 47 |
|
Other funds holding UNH
Principle Wealth Partners's UNH Position: Q2 2026 in Review
Principle Wealth Partners reduced its UnitedHealth (UNH) stake by 0.76% in Q2 2026, selling an estimated $76K and leaving 26,657 shares worth $11.1M. The position accounts for 0.55% of the portfolio, ranked #38.
Principle Wealth Partners first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Principle Wealth Partners held 26,657 shares of UnitedHealth worth $11.1M as of Q2 2026.
- Principle Wealth Partners sold 205 UnitedHealth shares in Q2 2026, an estimated $76K.
- UnitedHealth made up 0.55% of Principle Wealth Partners's portfolio in Q2 2026, its #38 holding.
- Principle Wealth Partners first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
- 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.