Shakespeare Wealth Management’s UnitedHealth UNH Stock Holding History

Shakespeare 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	$227K	Buy	+546	New	+$202K	0.06%	77
2025 Q2	–	Sell	-447	Closed	-$234K	–	100
2025 Q1	$234K	Buy	447 +3	+0.7%	+$1.53K	0.06%	93
2024 Q4	$225K	Buy	444 +9	+2%	+$5.11K	0.06%	92
2024 Q3	$254K	Buy	435 +30	+7%	+$17K	0.07%	85
2024 Q2	$206K	Buy	+405	New	+$199K	0.06%	87
2024 Q1	–	Sell	-402	Closed	-$211K	–	89
2023 Q4	$211K	Sell	402 -5	-1%	-$2.67K	0.07%	81
2023 Q3	$205K	Buy	+407	New	+$200K	0.07%	77
2023 Q1	–	Sell	-395	Closed	-$210K	–	79
2022 Q4	$210K	Buy	+395	New	+$209K	0.08%	73

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Shakespeare Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 546 shares worth $227K. The stake represents 0.06% of the portfolio and ranks #77 among its holdings. This is a return to the name: Shakespeare Wealth Management previously reported a position in UNH as recently as Q1 2025.

Shakespeare Wealth Management first reported a position in UNH in Q4 2022 and has held it in 8 quarters since. The position peaked at $254K in Q3 2024. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Shakespeare Wealth Management held 546 shares of UnitedHealth worth $227K as of Q2 2026.
UnitedHealth was a new Shakespeare Wealth Management position in Q2 2026.
UnitedHealth made up 0.06% of Shakespeare Wealth Management's portfolio in Q2 2026, its #77 holding.
Shakespeare Wealth Management first reported a position in UnitedHealth in Q4 2022 and has held it in 8 quarters since.
Shakespeare Wealth Management's UnitedHealth position peaked at $254K in Q3 2024.
1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.