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Spartan Wealth Advisory Services LLC’s UnitedHealth UNH Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$7.52M Sell
18,085
-9,429
-34% -$3.49M 0.62% 42
2026
Q1 		$7.44M Buy
+27,514
New +$8.19M 0.65% 38

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's UNH Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its UnitedHealth (UNH) stake by 34% in Q2 2026, selling an estimated $3.49M and leaving 18,085 shares worth $7.52M. The position accounts for 0.62% of the portfolio, ranked #42.

Spartan Wealth Advisory Services LLC first reported a position in UNH in Q1 2026 and has held it in 2 quarters since. 3,340 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 18,085 shares of UnitedHealth worth $7.52M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 9,429 UnitedHealth shares in Q2 2026, an estimated $3.49M.
  • UnitedHealth made up 0.62% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #42 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in UnitedHealth in Q1 2026 and has held it in 2 quarters since.
  • 3,340 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.