QWM
UNH icon

Quaker Wealth Management’s UnitedHealth UNH Stock Holding History

Quaker 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 		$177K Buy
425
+7
+2% +$2.6K 0.05% 74
2026
Q1 		$113K Buy
418
+76
+22% +$22.6K 0.04% 105
2025
Q4 		$113K Buy
342
+14
+4% +$4.74K 0.04% 108
2025
Q3 		$113K Sell
328
-432
-57% -$131K 0.04% 99
2025
Q2 		$237K Buy
+760
New +$290K 0.08% 62

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

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

Quaker Wealth Management increased its UnitedHealth (UNH) stake by 1.7% in Q2 2026, buying an estimated $2.6K and bringing the position to 425 shares worth $177K. The position accounts for 0.05% of the portfolio, ranked #74.

Quaker Wealth Management first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. The position peaked at $237K in Q2 2025. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Quaker Wealth Management held 425 shares of UnitedHealth worth $177K as of Q2 2026.
  • Quaker Wealth Management bought 7 UnitedHealth shares in Q2 2026, an estimated $2.6K.
  • UnitedHealth made up 0.05% of Quaker Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Quaker Wealth Management first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's UnitedHealth position peaked at $237K in Q2 2025.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.