Private Wealth Management Group’s UnitedHealth UNH Stock Holding History

Private Wealth Management Group’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	$138K	Sell	333 -20	-6%	-$7.41K	0.03%	138
2026 Q1	$95.5K	Buy	353 +89	+34%	+$26.5K	0.03%	136
2025 Q4	$87.2K	Buy	264 +45	+21%	+$15.3K	0.02%	136
2025 Q3	$75.6K	Sell	219 -133	-38%	-$40.2K	0.02%	145
2025 Q2	$110K	Buy	352 +21	+6%	+$8.03K	0.04%	112
2025 Q1	$173K	Sell	331 -18	-5%	-$9.2K	0.06%	85
2024 Q4	$177K	Buy	349 +17	+5%	+$9.66K	0.07%	83
2024 Q3	$194K	Sell	332 -5	-1%	-$2.83K	0.08%	77
2024 Q2	$172K	Sell	337 -37	-10%	-$18.1K	0.07%	81
2024 Q1	$185K	Sell	374 -24	-6%	-$12.2K	0.08%	73
2023 Q4	$210K	Buy	+398	New	+$212K	0.1%	62

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Private Wealth Management Group reduced its UnitedHealth (UNH) stake by 5.7% in Q2 2026, selling an estimated $7.41K and leaving 333 shares worth $138K. The position accounts for 0.03% of the portfolio, ranked #138.

Private Wealth Management Group first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $210K in Q4 2023. 1,717 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Private Wealth Management Group held 333 shares of UnitedHealth worth $138K as of Q2 2026.
Private Wealth Management Group sold 20 UnitedHealth shares in Q2 2026, an estimated $7.41K.
UnitedHealth made up 0.03% of Private Wealth Management Group's portfolio in Q2 2026, its #138 holding.
Private Wealth Management Group first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's UnitedHealth position peaked at $210K in Q4 2023.
1,717 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.