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PUREfi Wealth’s UnitedHealth UNH Stock Holding History

PUREfi Wealth’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 		$1.56M Buy
3,743
+474
+14% +$176K 0.85% 30
2026
Q1 		$884K Buy
3,269
+1,416
+76% +$422K 0.58% 41
2025
Q4 		$612K Buy
1,853
+23
+1% +$7.79K 0.47% 58
2025
Q3 		$632K Buy
1,830
+177
+11% +$53.5K 0.49% 59
2025
Q2 		$516K Buy
1,653
+961
+139% +$367K 0.41% 64
2025
Q1 		$363K Sell
692
-305
-31% -$156K 0.36% 81
2024
Q4 		$504K Buy
+997
New +$566K 0.49% 52

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PUREfi Wealth's UNH Position: Q2 2026 in Review

PUREfi Wealth increased its UnitedHealth (UNH) stake by 14% in Q2 2026, buying an estimated $176K and bringing the position to 3,743 shares worth $1.56M. The position accounts for 0.85% of the portfolio, ranked #30.

PUREfi Wealth first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • PUREfi Wealth held 3,743 shares of UnitedHealth worth $1.56M as of Q2 2026.
  • PUREfi Wealth bought 474 UnitedHealth shares in Q2 2026, an estimated $176K.
  • UnitedHealth made up 0.85% of PUREfi Wealth's portfolio in Q2 2026, its #30 holding.
  • PUREfi Wealth first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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