SWA
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SOA Wealth Advisors’s UnitedHealth UNH Stock Holding History

SOA Wealth Advisors’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 		$335K Buy
807
+159
+25% +$58.9K 0.06% 162
2026
Q1 		$175K Sell
648
-25
-4% -$7.45K 0.03% 212
2025
Q4 		$222K Sell
673
-19
-3% -$6.44K 0.04% 194
2025
Q3 		$239K Sell
692
-530
-43% -$160K 0.04% 186
2025
Q2 		$381K Sell
1,222
-36
-3% -$13.8K 0.07% 140
2025
Q1 		$659K Sell
1,258
-11
-0.9% -$5.62K 0.14% 91
2024
Q4 		$642K Sell
1,269
-6
-0.5% -$3.41K 0.12% 99
2024
Q3 		$746K Buy
1,275
+46
+4% +$26K 0.14% 87
2024
Q2 		$626K Buy
1,229
+351
+40% +$172K 0.13% 95
2024
Q1 		$434K Buy
878
+36
+4% +$18.3K 0.09% 116
2023
Q4 		$443K Buy
842
+2
+0.2% +$1.07K 0.1% 111
2023
Q3 		$423K Buy
840
+3
+0.4% +$1.48K 0.11% 104
2023
Q2 		$402K Buy
837
+7
+0.8% +$3.42K 0.09% 112
2023
Q1 		$392K Buy
830
+7
+0.9% +$3.38K 0.1% 107
2022
Q4 		$436K Buy
823
+13
+2% +$6.89K 0.12% 95
2022
Q3 		$409K Sell
810
-17
-2% -$8.94K 0.12% 93
2022
Q2 		$424K Sell
827
-3
-0.4% -$1.51K 0.12% 94
2022
Q1 		$423K Sell
830
-132
-14% -$63.7K 0.1% 107
2021
Q4 		$485K Buy
962
+2
+0.2% +$905 0.12% 101
2021
Q3 		$375K Buy
960
+2
+0.2% +$828 0.1% 117
2021
Q2 		$383K Sell
958
-54
-5% -$21.5K 0.1% 117
2021
Q1 		$376K Sell
1,012
-44
-4% -$15.2K 0.11% 114
2020
Q4 		$352K Buy
+1,056
New +$354K 0.1% 110

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

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

SOA Wealth Advisors increased its UnitedHealth (UNH) stake by 25% in Q2 2026, buying an estimated $58.9K and bringing the position to 807 shares worth $335K. The position accounts for 0.06% of the portfolio, ranked #162.

SOA Wealth Advisors first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $746K in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • SOA Wealth Advisors held 807 shares of UnitedHealth worth $335K as of Q2 2026.
  • SOA Wealth Advisors bought 159 UnitedHealth shares in Q2 2026, an estimated $58.9K.
  • UnitedHealth made up 0.06% of SOA Wealth Advisors's portfolio in Q2 2026, its #162 holding.
  • SOA Wealth Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's UnitedHealth position peaked at $746K in Q3 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.