Provident Wealth Management’s UnitedHealth UNH Stock Holding History

Provident 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	$443K	Hold	1,066	–	–	0.11%	52
2026 Q1	$288K	Hold	1,066	–	–	0.09%	63
2025 Q4	$352K	Hold	1,066	–	–	0.1%	53
2025 Q3	$368K	Buy	1,066 +373	+54%	+$113K	0.11%	55
2025 Q2	$216K	Buy	+693	New	+$265K	0.07%	78
2024 Q4	–	Sell	-463	Closed	-$271K	–	132
2024 Q3	$271K	Buy	463 +60	+15%	+$33.9K	0.09%	68
2024 Q2	$205K	Buy	+403	New	+$198K	0.08%	77
2020 Q4	–	Sell	-12	Closed	-$4K	–	255
2020 Q3	$4K	Buy	+12	New	+$3.69K	﹤0.01%	219

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

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

Provident Wealth Management held its UnitedHealth (UNH) position steady in Q2 2026 at 1,066 shares worth $443K. The position accounts for 0.11% of the portfolio, ranked #52.

Provident Wealth Management first reported a position in UNH in Q3 2020 and has held it in 8 quarters since. 1,782 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Provident Wealth Management held 1,066 shares of UnitedHealth worth $443K as of Q2 2026.
Provident Wealth Management left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.11% of Provident Wealth Management's portfolio in Q2 2026, its #52 holding.
Provident Wealth Management first reported a position in UnitedHealth in Q3 2020 and has held it in 8 quarters since.
1,782 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.