QPWM
UNH icon

Quadrant Private Wealth Management’s UnitedHealth UNH Stock Holding History

Quadrant Private 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 		$663K Buy
1,594
+280
+21% +$104K 0.15% 83
2026
Q1 		$356K Buy
1,314
+68
+5% +$20.3K 0.06% 216
2025
Q4 		$411K Buy
1,246
+26
+2% +$8.81K 0.07% 187
2025
Q3 		$421K Buy
1,220
+152
+14% +$46K 0.08% 174
2025
Q2 		$333K Sell
1,068
-72
-6% -$27.5K 0.07% 181
2025
Q1 		$597K Sell
1,140
-92
-7% -$47K 0.15% 121
2024
Q4 		$623K Sell
1,232
-26
-2% -$14.8K 0.15% 122
2024
Q3 		$736K Buy
1,258
+123
+11% +$69.6K 0.18% 114
2024
Q2 		$578K Buy
1,135
+29
+3% +$14.2K 0.13% 133
2024
Q1 		$547K Buy
1,106
+22
+2% +$11.2K 0.14% 127
2023
Q4 		$571K Sell
1,084
-96
-8% -$51.2K 0.16% 119
2023
Q3 		$595K Sell
1,180
-55
-4% -$27.1K 0.2% 98
2023
Q2 		$594K Buy
1,235
+169
+16% +$82.6K 0.17% 118
2023
Q1 		$504K Buy
1,066
+5
+0.5% +$2.41K 0.16% 125
2022
Q4 		$563K Buy
+1,061
New +$562K 0.19% 120
2022
Q2 		$429K Sell
836
-135
-14% -$67.8K 0.18% 112
2022
Q1 		$495K Buy
971
+25
+3% +$12.1K 0.18% 116
2021
Q4 		$475K Sell
946
-8
-0.8% -$3.62K 0.18% 126
2021
Q3 		$373K Sell
954
-1
-0.1% -$414 0.15% 136
2021
Q2 		$382K Sell
955
-7
-0.7% -$2.79K 0.15% 131
2021
Q1 		$358K Buy
962
+62
+7% +$21.5K 0.16% 136
2020
Q4 		$316K Buy
900
+93
+12% +$31.2K 0.14% 138
2020
Q3 		$252K Buy
807
+42
+5% +$12.9K 0.13% 152
2020
Q2 		$226K Buy
+765
New +$219K 0.13% 155

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

Quadrant Private Wealth Management's UNH Position: Q2 2026 in Review

Quadrant Private Wealth Management increased its UnitedHealth (UNH) stake by 21% in Q2 2026, buying an estimated $104K and bringing the position to 1,594 shares worth $663K. The position accounts for 0.15% of the portfolio, ranked #83.

Quadrant Private Wealth Management first reported a position in UNH in Q2 2020 and has held it in 24 quarters since. The position peaked at $736K in Q3 2024. 1,793 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Quadrant Private Wealth Management held 1,594 shares of UnitedHealth worth $663K as of Q2 2026.
  • Quadrant Private Wealth Management bought 280 UnitedHealth shares in Q2 2026, an estimated $104K.
  • UnitedHealth made up 0.15% of Quadrant Private Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Quadrant Private Wealth Management first reported a position in UnitedHealth in Q2 2020 and has held it in 24 quarters since.
  • Quadrant Private Wealth Management's UnitedHealth position peaked at $736K in Q3 2024.
  • 1,793 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.