Revisor Wealth Management’s UnitedHealth UNH Stock Holding History

Revisor Wealth Management’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	$1.47M	Sell	3,548 -123	-3%	-$45.6K	0.35%	68
2026 Q1	$994K	Buy	3,671 +240	+7%	+$71.5K	0.27%	97
2025 Q4	$1.21M	Sell	3,431 -8	-0.2%	-$2.71K	0.33%	72
2025 Q3	$1.26M	Buy	3,439 +2,176	+172%	+$658K	0.44%	48
2025 Q2	$378K	Buy	1,263 +126	+11%	+$48.2K	0.14%	177
2025 Q1	$595K	Buy	+1,137	New	+$581K	0.26%	75
2024 Q4	–	Sell	-376	Closed	-$220K	–	173
2024 Q3	$220K	Buy	+376	New	+$213K	0.14%	163
2024 Q2	–	Sell	-469	Closed	-$239K	–	191
2024 Q1	$239K	Buy	469 +22	+5%	+$11.2K	0.11%	166
2023 Q4	$235K	Sell	447 -1,044	-70%	-$557K	0.27%	111
2023 Q3	$752K	Buy	1,491 +556	+59%	+$274K	0.64%	33
2023 Q2	$450K	Buy	935 +59	+7%	+$28.9K	0.4%	59
2023 Q1	$414K	Buy	+876	New	+$423K	0.38%	65

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Revisor Wealth Management's UNH Position: Q2 2026 in Review

Revisor Wealth Management reduced its UnitedHealth (UNH) stake by 3.4% in Q2 2026, selling an estimated $45.6K and leaving 3,548 shares worth $1.47M. The position accounts for 0.35% of the portfolio, ranked #68.

Revisor Wealth Management first reported a position in UNH in Q1 2023 and has held it in 12 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Revisor Wealth Management held 3,548 shares of UnitedHealth worth $1.47M as of Q2 2026.
Revisor Wealth Management sold 123 UnitedHealth shares in Q2 2026, an estimated $45.6K.
UnitedHealth made up 0.35% of Revisor Wealth Management's portfolio in Q2 2026, its #68 holding.
Revisor Wealth Management first reported a position in UnitedHealth in Q1 2023 and has held it in 12 quarters since.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.