Pursue Wealth Partners’s UnitedHealth UNH Stock Holding History

Pursue Wealth Partners’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	$623K	Buy	+1,500	New	+$556K	0.35%	50
2026 Q1	–	Sell	-3,873	Closed	-$1.28M	–	112
2025 Q4	$1.28M	Buy	3,873 +1	+0%	+$339	0.62%	38
2025 Q3	$1.34M	Sell	3,872 -4,709	-55%	-$1.42M	0.73%	40
2025 Q2	$2.68M	Buy	8,581 +8,066	+1,566%	+$3.08M	1.52%	19
2025 Q1	$270K	Buy	+515	New	+$263K	0.16%	93
2022 Q2	–	Sell	-205	Closed	-$110K	–	231
2022 Q1	$110K	Buy	+205	New	+$98.9K	0.05%	156

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

Pursue Wealth Partners's UNH Position: Q2 2026 in Review

Pursue Wealth Partners opened a new position in UnitedHealth (UNH) in Q2 2026: 1,500 shares worth $623K. The stake represents 0.35% of the portfolio and ranks #50 among its holdings. This is a return to the name: Pursue Wealth Partners previously reported a position in UNH as recently as Q4 2025.

Pursue Wealth Partners first reported a position in UNH in Q1 2022 and has held it in 6 quarters since. The position peaked at $2.68M in Q2 2025. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Pursue Wealth Partners held 1,500 shares of UnitedHealth worth $623K as of Q2 2026.
UnitedHealth was a new Pursue Wealth Partners position in Q2 2026.
UnitedHealth made up 0.35% of Pursue Wealth Partners's portfolio in Q2 2026, its #50 holding.
Pursue Wealth Partners first reported a position in UnitedHealth in Q1 2022 and has held it in 6 quarters since.
Pursue Wealth Partners's UnitedHealth position peaked at $2.68M in Q2 2025.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Pursue Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.