QWM
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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
2025
Q2 		– Sell
-229
Closed -$120K – 1668
2025
Q1 		$120K Buy
+229
New +$117K 0.04% 91

Other funds holding UNH

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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. 1,266 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.
  • 1,266 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.