Private Wealth Asset Management’s UnitedHealth UNH Stock Holding History

Private Wealth Asset Management’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.79M	Sell	4,313 -134	-3%	-$49.7K	0.17%	86
2026 Q1	$1.2M	Sell	4,447 -226	-5%	-$67.3K	0.13%	112
2025 Q4	$1.54M	Sell	4,673 -14	-0.3%	-$4.74K	0.17%	89
2025 Q3	$1.62M	Sell	4,687 -1,758	-27%	-$532K	0.19%	81
2025 Q2	$2.01M	Sell	6,445 -953	-13%	-$364K	0.27%	65
2025 Q1	$3.87M	Buy	+7,398	New	+$3.78M	0.56%	38

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Private Wealth Asset Management's UNH Position: Q2 2026 in Review

Private Wealth Asset Management reduced its UnitedHealth (UNH) stake by 3% in Q2 2026, selling an estimated $49.7K and leaving 4,313 shares worth $1.79M. The position accounts for 0.17% of the portfolio, ranked #86.

Private Wealth Asset Management first reported a position in UNH in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.87M in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Private Wealth Asset Management held 4,313 shares of UnitedHealth worth $1.79M as of Q2 2026.
Private Wealth Asset Management sold 134 UnitedHealth shares in Q2 2026, an estimated $49.7K.
UnitedHealth made up 0.17% of Private Wealth Asset Management's portfolio in Q2 2026, its #86 holding.
Private Wealth Asset Management first reported a position in UnitedHealth in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's UnitedHealth position peaked at $3.87M in Q1 2025.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.