SSWM
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Smith Salley Wealth Management’s UnitedHealth UNH Stock Holding History

Smith Salley 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 		$7.11M Buy
17,096
+1,246
+8% +$462K 0.31% 67
2026
Q1 		$4.29M Sell
15,850
-783
-5% -$233K 0.22% 79
2025
Q4 		$5.49M Buy
16,633
+3,760
+29% +$1.27M 0.27% 70
2025
Q3 		$4.45M Buy
12,873
+6,079
+89% +$1.84M 0.23% 71
2025
Q2 		$2.12M Buy
6,794
+3,394
+100% +$1.3M 0.12% 111
2025
Q1 		$1.78M Sell
3,400
-203
-6% -$104K 0.12% 115
2024
Q4 		$1.82M Sell
3,603
-40
-1% -$22.7K 0.12% 110
2024
Q3 		$2.13M Buy
3,643
+892
+32% +$505K 0.14% 104
2024
Q2 		$1.4M Buy
2,751
+436
+19% +$214K 0.1% 117
2024
Q1 		$1.15M Sell
2,315
-767
-25% -$390K 0.09% 119
2023
Q4 		$1.62M Buy
3,082
+120
+4% +$64K 0.1% 116
2023
Q3 		$1.49M Sell
2,962
-203
-6% -$99.9K 0.11% 113
2023
Q2 		$1.52M Buy
3,165
+124
+4% +$60.6K 0.11% 113
2023
Q1 		$1.44M Buy
3,041
+64
+2% +$30.9K 0.11% 113
2022
Q4 		$1.58M Buy
2,977
+104
+4% +$55.1K 0.14% 109
2022
Q3 		$1.45M Buy
2,873
+19
+0.7% +$9.99K 0.14% 111
2022
Q2 		$1.47M Buy
2,854
+473
+20% +$238K 0.13% 117
2022
Q1 		$1.21M Buy
2,381
+384
+19% +$185K 0.09% 133
2021
Q4 		$1M Sell
1,997
-46
-2% -$20.8K 0.07% 149
2021
Q3 		$799K Buy
2,043
+163
+9% +$67.5K 0.06% 157
2021
Q2 		$753K Buy
1,880
+41
+2% +$16.3K 0.06% 158
2021
Q1 		$685K Buy
1,839
+549
+43% +$190K 0.06% 150
2020
Q4 		$452K Buy
1,290
+578
+81% +$194K 0.05% 161
2020
Q3 		$222K Buy
+712
New +$219K 0.03% 179
2020
Q2 		– Sell
-1,219
Closed -$304K – 197
2020
Q1 		$304K Buy
1,219
+500
+70% +$138K 0.05% 150
2019
Q4 		$211K Buy
+719
New +$188K 0.03% 191

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Smith Salley Wealth Management's UNH Position: Q2 2026 in Review

Smith Salley Wealth Management increased its UnitedHealth (UNH) stake by 7.9% in Q2 2026, buying an estimated $462K and bringing the position to 17,096 shares worth $7.11M. The position accounts for 0.31% of the portfolio, ranked #67.

Smith Salley Wealth Management first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Smith Salley Wealth Management held 17,096 shares of UnitedHealth worth $7.11M as of Q2 2026.
  • Smith Salley Wealth Management bought 1,246 UnitedHealth shares in Q2 2026, an estimated $462K.
  • UnitedHealth made up 0.31% of Smith Salley Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Smith Salley Wealth Management first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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