Smallwood Wealth Investment Management’s UnitedHealth UNH Stock Holding History

Smallwood Wealth Investment 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	$106K	Hold	254	–	–	0.05%	139
2026 Q1	$68.7K	Hold	254	–	–	0.04%	150
2025 Q4	$83.8K	Hold	254	–	–	0.04%	129
2025 Q3	$87.7K	Sell	254 -4	-2%	-$1.21K	0.04%	128
2025 Q2	$80.5K	Buy	258 +54	+26%	+$20.6K	0.05%	128
2025 Q1	$107K	Buy	+204	New	+$104K	0.07%	106

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Smallwood Wealth Investment Management's UNH Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its UnitedHealth (UNH) position steady in Q2 2026 at 254 shares worth $106K. The position accounts for 0.05% of the portfolio, ranked #139.

Smallwood Wealth Investment Management first reported a position in UNH in Q1 2025 and has held it in 6 quarters since. The position peaked at $107K in Q1 2025. 1,528 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Smallwood Wealth Investment Management held 254 shares of UnitedHealth worth $106K as of Q2 2026.
Smallwood Wealth Investment Management left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.05% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #139 holding.
Smallwood Wealth Investment Management first reported a position in UnitedHealth in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's UnitedHealth position peaked at $107K in Q1 2025.
1,528 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.