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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 		$8.5K Sell
100
-100
-50% -$37.1K ﹤0.01% 184
2026
Q1 		$2.68K Hold
200
– – ﹤0.01% 173
2025
Q4 		$8.41K Hold
200
– – ﹤0.01% 179
2025
Q3 		$11.3K Buy
+200
New +$60.5K ﹤0.01% 176

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

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. 568 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.
  • 568 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.