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Quotient Wealth Partners’s UnitedHealth UNH Stock Holding History

Quotient Wealth Partners’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 		$1.54M Buy
3,712
+821
+28% +$304K 0.04% 105
2026
Q1 		$782K Sell
2,891
-168
-5% -$50K 0.02% 141
2025
Q4 		$1.01M Buy
3,059
+637
+26% +$216K 0.03% 120
2025
Q3 		$836K Buy
2,422
+22
+0.9% +$6.65K 0.02% 129
2025
Q2 		$749K Sell
2,400
-764
-24% -$292K 0.02% 141
2025
Q1 		$1.66M Sell
3,164
-410
-11% -$210K 0.05% 81
2024
Q4 		$1.81M Sell
3,574
-234
-6% -$133K 0.06% 66
2024
Q3 		$2.23M Buy
3,808
+274
+8% +$155K 0.07% 62
2024
Q2 		$1.8M Buy
3,534
+713
+25% +$349K 0.06% 69
2024
Q1 		$1.4M Buy
2,821
+571
+25% +$290K 0.05% 94
2023
Q4 		$1.18M Buy
+2,250
New +$1.2M 0.05% 104

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

Quotient Wealth Partners's UNH Position: Q2 2026 in Review

Quotient Wealth Partners increased its UnitedHealth (UNH) stake by 28% in Q2 2026, buying an estimated $304K and bringing the position to 3,712 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #105.

Quotient Wealth Partners first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.23M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Quotient Wealth Partners held 3,712 shares of UnitedHealth worth $1.54M as of Q2 2026.
  • Quotient Wealth Partners bought 821 UnitedHealth shares in Q2 2026, an estimated $304K.
  • UnitedHealth made up 0.04% of Quotient Wealth Partners's portfolio in Q2 2026, its #105 holding.
  • Quotient Wealth Partners first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's UnitedHealth position peaked at $2.23M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.