Proathlete Wealth Management’s UnitedHealth UNH Stock Holding History

Proathlete Wealth 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	$485K	Sell	1,166 -47	-4%	-$17.4K	0.12%	48
2026 Q1	$329K	Sell	1,213 -175	-13%	-$52.1K	0.09%	51
2025 Q4	$459K	Buy	1,388 +6	+0.4%	+$2.03K	0.13%	43
2025 Q3	$477K	Sell	1,382 -291	-17%	-$88K	0.14%	43
2025 Q2	$523K	Buy	1,673 +11	+0.7%	+$4.2K	0.17%	42
2025 Q1	$872K	Hold	1,662	–	–	0.32%	33
2024 Q4	$841K	Buy	1,662 +4	+0.2%	+$2.27K	0.32%	33
2024 Q3	$969K	Sell	1,658 -7	-0.4%	-$3.96K	0.4%	29
2024 Q2	$848K	Buy	1,665 +14	+0.8%	+$6.86K	0.4%	29
2024 Q1	$816K	Sell	1,651 -23	-1%	-$11.7K	0.43%	25
2023 Q4	$881K	Buy	+1,674	New	+$893K	0.52%	18

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 $3.37T AUM 44.26% 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

Proathlete Wealth Management's UNH Position: Q2 2026 in Review

Proathlete Wealth Management reduced its UnitedHealth (UNH) stake by 3.9% in Q2 2026, selling an estimated $17.4K and leaving 1,166 shares worth $485K. The position accounts for 0.12% of the portfolio, ranked #48.

Proathlete Wealth Management first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $969K in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Proathlete Wealth Management held 1,166 shares of UnitedHealth worth $485K as of Q2 2026.
Proathlete Wealth Management sold 47 UnitedHealth shares in Q2 2026, an estimated $17.4K.
UnitedHealth made up 0.12% of Proathlete Wealth Management's portfolio in Q2 2026, its #48 holding.
Proathlete Wealth Management first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Proathlete Wealth Management's UnitedHealth position peaked at $969K in Q3 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.