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Retirement Wealth Solutions’s UnitedHealth UNH Stock Holding History

Retirement Wealth Solutions’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 		$51.2K Buy
123
+1
+0.8% +$371 0.03% 99
2026
Q1 		$33.1K Sell
122
-8
-6% -$2.38K 0.02% 109
2025
Q4 		$43K Hold
130
– – 0.03% 104
2025
Q3 		$44.9K Sell
130
-69
-35% -$20.9K 0.03% 104
2025
Q2 		$62.1K Buy
199
+13
+7% +$4.97K 0.05% 75
2025
Q1 		$97.4K Buy
186
+66
+55% +$33.7K 0.08% 56
2024
Q4 		$62.4K Buy
+120
New +$68.2K 0.05% 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

Retirement Wealth Solutions's UNH Position: Q2 2026 in Review

Retirement Wealth Solutions increased its UnitedHealth (UNH) stake by 0.82% in Q2 2026, buying an estimated $371 and bringing the position to 123 shares worth $51.2K. The position accounts for 0.03% of the portfolio, ranked #99.

Retirement Wealth Solutions first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $97.4K in Q1 2025. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Retirement Wealth Solutions held 123 shares of UnitedHealth worth $51.2K as of Q2 2026.
  • Retirement Wealth Solutions bought 1 UnitedHealth share in Q2 2026, an estimated $371.
  • UnitedHealth made up 0.03% of Retirement Wealth Solutions's portfolio in Q2 2026, its #99 holding.
  • Retirement Wealth Solutions first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's UnitedHealth position peaked at $97.4K in Q1 2025.
  • 568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.