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Provenance Wealth Advisors’s UnitedHealth UNH Stock Holding History

Provenance Wealth Advisors’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 		$94.3K Buy
227
+48
+27% +$17.8K 0.01% 187
2026
Q1 		$48.4K Sell
179
-63
-26% -$18.8K 0.01% 204
2025
Q4 		$79.9K Hold
242
– – 0.01% 171
2025
Q3 		$83.6K Buy
242
+173
+251% +$52.3K 0.01% 176
2025
Q2 		$21.5K Sell
69
-794
-92% -$303K ﹤0.01% 258
2025
Q1 		$452K Sell
863
-1,768
-67% -$904K 0.07% 73
2024
Q4 		$1.33M Buy
2,631
+2,080
+377% +$1.18M 0.17% 36
2024
Q3 		$322K Sell
551
-13
-2% -$7.35K 0.04% 122
2024
Q2 		$287K Sell
564
-33
-6% -$16.2K 0.04% 118
2024
Q1 		$295K Sell
597
-15
-2% -$7.63K 0.04% 118
2023
Q4 		$322K Buy
612
+112
+22% +$59.7K 0.04% 107
2023
Q3 		$252K Buy
+500
New +$246K 0.04% 105

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Provenance Wealth Advisors's UNH Position: Q2 2026 in Review

Provenance Wealth Advisors increased its UnitedHealth (UNH) stake by 27% in Q2 2026, buying an estimated $17.8K and bringing the position to 227 shares worth $94.3K. The position accounts for 0.01% of the portfolio, ranked #187.

Provenance Wealth Advisors first reported a position in UNH in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.33M in Q4 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Provenance Wealth Advisors held 227 shares of UnitedHealth worth $94.3K as of Q2 2026.
  • Provenance Wealth Advisors bought 48 UnitedHealth shares in Q2 2026, an estimated $17.8K.
  • UnitedHealth made up 0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #187 holding.
  • Provenance Wealth Advisors first reported a position in UnitedHealth in Q3 2023 and has held it in 12 quarters since.
  • Provenance Wealth Advisors's UnitedHealth position peaked at $1.33M in Q4 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.