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Purus Wealth Management’s UnitedHealth UNH Stock Holding History

Purus 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 		$291K Buy
+701
New +$260K 0.08% 137
2026
Q1 		– Sell
-852
Closed -$281K – 163
2025
Q4 		$281K Buy
852
+85
+11% +$28.8K 0.09% 115
2025
Q3 		$265K Sell
767
-1
-0.1% -$302 0.08% 119
2025
Q2 		$240K Buy
768
+318
+71% +$122K 0.08% 121
2025
Q1 		$236K Hold
450
– – 0.1% 105
2024
Q4 		$228K Hold
450
– – 0.09% 110
2024
Q3 		$263K Hold
450
– – 0.11% 101
2024
Q2 		$229K Hold
450
– – 0.1% 107
2024
Q1 		$223K Hold
450
– – 0.11% 107
2023
Q4 		$237K Buy
+450
New +$240K 0.14% 111

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Purus Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 701 shares worth $291K. The stake represents 0.08% of the portfolio and ranks #137 among its holdings. This is a return to the name: Purus Wealth Management previously reported a position in UNH as recently as Q4 2025.

Purus Wealth Management first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Purus Wealth Management held 701 shares of UnitedHealth worth $291K as of Q2 2026.
  • UnitedHealth was a new Purus Wealth Management position in Q2 2026.
  • UnitedHealth made up 0.08% of Purus Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Purus Wealth Management first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
  • 568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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