Signal Advisors Wealth’s UnitedHealth UNH Stock Holding History

Signal Advisors Wealth’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	$4.71M	Buy	11,327 +1,952	+21%	+$724K	0.24%	83
2026 Q1	$2.54M	Buy	9,375 +979	+12%	+$292K	0.17%	111
2025 Q4	$2.77M	Buy	8,396 +1,235	+17%	+$419K	0.22%	92
2025 Q3	$2.47M	Buy	7,161 +3,107	+77%	+$940K	0.22%	95
2025 Q2	$1.26M	Sell	4,054 -7,354	-64%	-$2.81M	0.1%	189
2025 Q1	$5.97M	Buy	11,408 +2,293	+25%	+$1.17M	0.58%	46
2024 Q4	$4.61M	Buy	9,115 +1,051	+13%	+$597K	0.52%	53
2024 Q3	$4.72M	Buy	+8,064	New	+$4.56M	0.68%	33
2024 Q2	–	Sell	-1,802	Closed	-$892K	–	263
2024 Q1	$892K	Buy	1,802 +1,305	+263%	+$663K	0.22%	101
2023 Q4	$261K	Buy	+497	New	+$265K	0.09%	184

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

Signal Advisors Wealth's UNH Position: Q2 2026 in Review

Signal Advisors Wealth increased its UnitedHealth (UNH) stake by 21% in Q2 2026, buying an estimated $724K and bringing the position to 11,327 shares worth $4.71M. The position accounts for 0.24% of the portfolio, ranked #83.

Signal Advisors Wealth first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.97M in Q1 2025. 3,385 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Signal Advisors Wealth held 11,327 shares of UnitedHealth worth $4.71M as of Q2 2026.
Signal Advisors Wealth bought 1,952 UnitedHealth shares in Q2 2026, an estimated $724K.
UnitedHealth made up 0.24% of Signal Advisors Wealth's portfolio in Q2 2026, its #83 holding.
Signal Advisors Wealth first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Signal Advisors Wealth's UnitedHealth position peaked at $5.97M in Q1 2025.
3,385 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.