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Regent Peak Wealth Advisors’s UnitedHealth UNH Stock Holding History

Regent Peak Wealth 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 		$673K Buy
1,620
+285
+21% +$106K 0.12% 76
2026
Q1 		$361K Sell
1,335
-200
-13% -$59.6K 0.07% 121
2025
Q4 		$507K Sell
1,535
-7
-0.5% -$2.37K 0.1% 90
2025
Q3 		$532K Buy
+1,542
New +$466K 0.11% 87
2025
Q1 		$1.06M Sell
2,028
-240
-11% -$123K 0.25% 46
2024
Q4 		$1.15M Sell
2,268
-3,584
-61% -$2.04M 0.26% 44
2024
Q3 		$3.42M Sell
5,852
-598
-9% -$338K 0.79% 25
2024
Q2 		$3.28M Sell
6,450
-69
-1% -$33.8K 0.75% 28
2024
Q1 		$3.22M Buy
6,519
+305
+5% +$155K 0.82% 26
2023
Q4 		$3.27M Buy
6,214
+3,407
+121% +$1.82M 0.89% 25
2023
Q3 		$1.42M Buy
2,807
+925
+49% +$455K 0.43% 51
2023
Q2 		$905K Sell
1,882
-65
-3% -$31.8K 0.26% 57
2023
Q1 		$920K Sell
1,947
-284
-13% -$137K 0.28% 54
2022
Q4 		$1.18M Sell
2,231
-152
-6% -$80.5K 0.39% 51
2022
Q3 		$1.2M Sell
2,383
-2,649
-53% -$1.39M 0.42% 53
2022
Q2 		$2.58M Sell
5,032
-183
-4% -$91.9K 0.84% 27
2022
Q1 		$2.66M Buy
5,215
+301
+6% +$145K 0.76% 26
2021
Q4 		$2.47M Buy
4,914
+3,356
+215% +$1.52M 0.67% 28
2021
Q3 		$609K Buy
1,558
+31
+2% +$12.8K 0.17% 81
2021
Q2 		$630K Sell
1,527
-48
-3% -$19.1K 0.18% 79
2021
Q1 		$586K Sell
1,575
-5,427
-78% -$1.88M 0.19% 81
2020
Q4 		$2.46M Buy
7,002
+2,345
+50% +$786K 0.82% 21
2020
Q3 		$1.45M Buy
4,657
+3,667
+370% +$1.13M 0.62% 38
2020
Q2 		$292K Sell
990
-634
-39% -$182K 0.13% 94
2020
Q1 		$405K Sell
1,624
-81
-5% -$22.3K 0.23% 69
2019
Q4 		$501K Buy
+1,705
New +$446K 0.23% 72

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Regent Peak Wealth Advisors's UNH Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its UnitedHealth (UNH) stake by 21% in Q2 2026, buying an estimated $106K and bringing the position to 1,620 shares worth $673K. The position accounts for 0.12% of the portfolio, ranked #76.

Regent Peak Wealth Advisors first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.42M in Q3 2024. 652 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Regent Peak Wealth Advisors held 1,620 shares of UnitedHealth worth $673K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 285 UnitedHealth shares in Q2 2026, an estimated $106K.
  • UnitedHealth made up 0.12% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • Regent Peak Wealth Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's UnitedHealth position peaked at $3.42M in Q3 2024.
  • 652 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.