Quantum Financial Advisors’s UnitedHealth UNH Stock Holding History

Quantum Financial Advisors’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	$473K	Buy	1,138 +64	+6%	+$23.7K	0.05%	126
2026 Q1	$291K	Buy	1,074 +17	+2%	+$5.06K	0.03%	168
2025 Q4	$349K	Buy	1,057 +2	+0.2%	+$678	0.04%	145
2025 Q3	$364K	Sell	1,055 -383	-27%	-$116K	0.04%	124
2025 Q2	$449K	Sell	1,438 -73	-5%	-$27.9K	0.06%	98
2025 Q1	$792K	Sell	1,511 -11	-0.7%	-$5.62K	0.12%	76
2024 Q4	$770K	Hold	1,522	–	–	0.12%	71
2024 Q3	$890K	Hold	1,522	–	–	0.14%	70
2024 Q2	$775K	Hold	1,522	–	–	0.14%	68
2024 Q1	$753K	Sell	1,522 -24	-2%	-$12.2K	0.14%	69
2023 Q4	$814K	Sell	1,546 -142	-8%	-$75.7K	0.2%	35
2023 Q3	$851K	Buy	1,688 +159	+10%	+$78.3K	0.25%	32
2023 Q2	$735K	Hold	1,529	–	–	0.22%	30
2023 Q1	$723K	Sell	1,529 -93	-6%	-$44.9K	0.23%	29
2022 Q4	$860K	Buy	1,622 +10	+0.6%	+$5.3K	0.39%	21
2022 Q3	$814K	Hold	1,612	–	–	0.36%	22
2022 Q2	$867K	Buy	+1,612	New	+$810K	0.33%	24

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Quantum Financial Advisors's UNH Position: Q2 2026 in Review

Quantum Financial Advisors increased its UnitedHealth (UNH) stake by 6% in Q2 2026, buying an estimated $23.7K and bringing the position to 1,138 shares worth $473K. The position accounts for 0.05% of the portfolio, ranked #126.

Quantum Financial Advisors first reported a position in UNH in Q2 2022 and has held it in 17 quarters since. The position peaked at $890K in Q3 2024. 1,782 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Quantum Financial Advisors held 1,138 shares of UnitedHealth worth $473K as of Q2 2026.
Quantum Financial Advisors bought 64 UnitedHealth shares in Q2 2026, an estimated $23.7K.
UnitedHealth made up 0.05% of Quantum Financial Advisors's portfolio in Q2 2026, its #126 holding.
Quantum Financial Advisors first reported a position in UnitedHealth in Q2 2022 and has held it in 17 quarters since.
Quantum Financial Advisors's UnitedHealth position peaked at $890K in Q3 2024.
1,782 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.