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Secure Asset Management’s UnitedHealth UNH Stock Holding History

Secure Asset 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 		$803K Sell
1,931
-70
-3% -$25.9K 0.11% 145
2026
Q1 		$541K Sell
2,001
-39
-2% -$11.6K 0.09% 174
2025
Q4 		$674K Buy
2,040
+32
+2% +$10.8K 0.11% 159
2025
Q3 		$699K Sell
2,008
-768
-28% -$232K 0.12% 152
2025
Q2 		$866K Sell
2,776
-3,322
-54% -$1.27M 0.16% 138
2025
Q1 		$3.19M Buy
6,098
+1,439
+31% +$736K 0.64% 38
2024
Q4 		$2.36M Buy
4,659
+462
+11% +$263K 0.36% 65
2024
Q3 		$2.45M Buy
4,197
+124
+3% +$70.1K 0.41% 52
2024
Q2 		$2.07M Buy
4,073
+2,289
+128% +$1.12M 0.39% 55
2024
Q1 		$883K Sell
1,784
-634
-26% -$322K 0.21% 107
2023
Q4 		$1.27M Sell
2,418
-38
-2% -$20.3K 0.34% 72
2023
Q3 		$1.24M Buy
2,456
+19
+0.8% +$9.35K 0.37% 61
2023
Q2 		$1.17M Buy
2,437
+119
+5% +$58.2K 0.36% 68
2023
Q1 		$1.1M Buy
2,318
+146
+7% +$70.5K 0.37% 70
2022
Q4 		$1.15M Buy
2,172
+63
+3% +$33.4K 0.41% 69
2022
Q3 		$1.06M Buy
2,109
+37
+2% +$19.5K 0.6% 29
2022
Q2 		$1.06M Sell
2,072
-181
-8% -$90.9K 0.59% 29
2022
Q1 		$1.15M Buy
2,253
+354
+19% +$171K 0.52% 34
2021
Q4 		$954K Sell
1,899
-29
-2% -$13.1K 0.39% 45
2021
Q3 		$753K Buy
1,928
+151
+8% +$62.5K 0.37% 46
2021
Q2 		$712K Buy
1,777
+261
+17% +$104K 0.36% 47
2021
Q1 		$564K Buy
1,516
+4
+0.3% +$1.39K 0.31% 66
2020
Q4 		$530K Sell
1,512
-153
-9% -$51.3K 0.31% 65
2020
Q3 		$519K Sell
1,665
-194
-10% -$59.6K 0.36% 62
2020
Q2 		$548K Buy
1,859
+278
+18% +$79.7K 0.39% 73
2020
Q1 		$394K Sell
1,581
-618
-28% -$170K 0.42% 59
2019
Q4 		$646K Buy
+2,199
New +$575K 0.46% 57

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Secure Asset Management's UNH Position: Q2 2026 in Review

Secure Asset Management reduced its UnitedHealth (UNH) stake by 3.5% in Q2 2026, selling an estimated $25.9K and leaving 1,931 shares worth $803K. The position accounts for 0.11% of the portfolio, ranked #145.

Secure Asset Management first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.19M in Q1 2025. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Secure Asset Management held 1,931 shares of UnitedHealth worth $803K as of Q2 2026.
  • Secure Asset Management sold 70 UnitedHealth shares in Q2 2026, an estimated $25.9K.
  • UnitedHealth made up 0.11% of Secure Asset Management's portfolio in Q2 2026, its #145 holding.
  • Secure Asset Management first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Secure Asset Management's UnitedHealth position peaked at $3.19M in Q1 2025.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.