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San Luis Wealth Advisors’s UnitedHealth UNH Stock Holding History

San Luis 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 		$10.4M Buy
24,975
+230
+0.9% +$85.2K 1.56% 18
2026
Q1 		$6.7M Buy
24,745
+4,813
+24% +$1.43M 1.11% 29
2025
Q4 		$6.58M Sell
19,932
-435
-2% -$147K 1.1% 29
2025
Q3 		$7.03M Buy
+20,367
New +$6.16M 1.27% 21
2025
Q1 		– Sell
-956
Closed -$484K – 161
2024
Q4 		$484K Sell
956
-6,035
-86% -$3.43M 0.09% 97
2024
Q3 		$4.09M Sell
6,991
-834
-11% -$472K 0.84% 34
2024
Q2 		$3.98M Buy
7,825
+834
+12% +$409K 0.96% 31
2024
Q1 		$3.46M Buy
6,991
+540
+8% +$275K 1.82% 16
2023
Q4 		$3.4M Buy
6,451
+340
+6% +$181K 1.43% 20
2023
Q3 		$3.08M Sell
6,111
-6
-0.1% -$2.95K 1.48% 19
2023
Q2 		$2.94M Sell
6,117
-949
-13% -$464K 1.04% 21
2023
Q1 		$3.34M Buy
7,066
+846
+14% +$408K 1.28% 18
2022
Q4 		$3.3M Buy
6,220
+795
+15% +$421K 3.08% 8
2022
Q3 		$2.74M Buy
5,425
+610
+13% +$321K 2.87% 8
2022
Q2 		$2.47M Buy
4,815
+1,217
+34% +$611K 2.84% 11
2022
Q1 		$1.81M Sell
3,598
-2
-0.1% -$965 0.88% 25
2021
Q4 		$1.81M Buy
3,600
+466
+15% +$211K 1.84% 14
2021
Q3 		$1.23M Buy
+3,134
New +$1.3M 0.68% 43

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

San Luis Wealth Advisors's UNH Position: Q2 2026 in Review

San Luis Wealth Advisors increased its UnitedHealth (UNH) stake by 0.93% in Q2 2026, buying an estimated $85.2K and bringing the position to 24,975 shares worth $10.4M. The position accounts for 1.56% of the portfolio, ranked #18.

San Luis Wealth Advisors first reported a position in UNH in Q3 2021 and has held it in 18 quarters since. 1,679 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • San Luis Wealth Advisors held 24,975 shares of UnitedHealth worth $10.4M as of Q2 2026.
  • San Luis Wealth Advisors bought 230 UnitedHealth shares in Q2 2026, an estimated $85.2K.
  • UnitedHealth made up 1.56% of San Luis Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • San Luis Wealth Advisors first reported a position in UnitedHealth in Q3 2021 and has held it in 18 quarters since.
  • 1,679 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.