Q1WB
UNH icon

Quest 10 Wealth Builders’s UnitedHealth UNH Stock Holding History

Quest 10 Wealth Builders’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 		$56K Buy
135
+2
+2% +$741 0.04% 194
2026
Q1 		$36.1K Buy
133
+8
+6% +$2.38K 0.03% 252
2025
Q4 		$41.3K Sell
125
-14
-10% -$4.74K 0.04% 213
2025
Q3 		$48.1K Sell
139
-209
-60% -$63.2K 0.04% 181
2025
Q2 		$109K Buy
348
+42
+14% +$16.1K 0.11% 118
2025
Q1 		$160K Buy
306
+1
+0.3% +$511 0.17% 102
2024
Q4 		$154K Buy
+305
New +$173K 0.15% 106

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Quest 10 Wealth Builders's UNH Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its UnitedHealth (UNH) stake by 1.5% in Q2 2026, buying an estimated $741 and bringing the position to 135 shares worth $56K. The position accounts for 0.04% of the portfolio, ranked #194.

Quest 10 Wealth Builders first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $160K in Q1 2025. 3,371 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Quest 10 Wealth Builders held 135 shares of UnitedHealth worth $56K as of Q2 2026.
  • Quest 10 Wealth Builders bought 2 UnitedHealth shares in Q2 2026, an estimated $741.
  • UnitedHealth made up 0.04% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #194 holding.
  • Quest 10 Wealth Builders first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Quest 10 Wealth Builders's UnitedHealth position peaked at $160K in Q1 2025.
  • 3,371 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.