Spire Wealth Management’s UnitedHealth UNH Stock Holding History

Spire 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	$7.46M	Buy	17,949 +170	+1%	+$63K	0.23%	100
2026 Q1	$4.81M	Sell	17,779 -17	-0.1%	-$5.06K	0.16%	133
2025 Q4	$5.87M	Buy	17,796 +395	+2%	+$134K	0.2%	104
2025 Q3	$6.01M	Buy	17,401 +807	+5%	+$244K	0.2%	103
2025 Q2	$5.17M	Sell	16,594 -14,620	-47%	-$5.59M	0.19%	103
2025 Q1	$16.3M	Sell	31,214 -119	-0.4%	-$60.8K	0.52%	39
2024 Q4	$15.9M	Buy	+31,333	New	+$17.8M	0.49%	42
2024 Q3	–	Sell	-24	Closed	-$12	–	2272
2024 Q2	$12	Hold	24	–	–	﹤0.01%	2199
2024 Q1	$11.9M	Buy	24 +2	+9%	+$1.02K	0.22%	88
2023 Q4	$11.6K	Buy	22 +3	+16%	+$1.6K	﹤0.01%	1714
2023 Q3	$9.58K	Buy	+19	New	+$9.35K	﹤0.01%	1748
2022 Q2	–	Sell	-56,485	Closed	-$28.8M	–	2835
2022 Q1	$28.8M	Sell	56,485 -3,857	-6%	-$1.86M	0.77%	23
2021 Q4	$30.5M	Buy	60,342 +7,726	+15%	+$3.5M	0.68%	27
2021 Q3	$20.6M	Buy	52,616 +3,078	+6%	+$1.27M	0.55%	39
2021 Q2	$19.9M	Sell	49,538 -3,451	-7%	-$1.38M	0.54%	39
2021 Q1	$19.5M	Buy	+52,989	New	+$18.4M	0.52%	39

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Spire Wealth Management's UNH Position: Q2 2026 in Review

Spire Wealth Management increased its UnitedHealth (UNH) stake by 0.96% in Q2 2026, buying an estimated $63K and bringing the position to 17,949 shares worth $7.46M. The position accounts for 0.23% of the portfolio, ranked #100.

Spire Wealth Management first reported a position in UNH in Q1 2021 and has held it in 16 quarters since. The position peaked at $30.5M in Q4 2021. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Spire Wealth Management held 17,949 shares of UnitedHealth worth $7.46M as of Q2 2026.
Spire Wealth Management bought 170 UnitedHealth shares in Q2 2026, an estimated $63K.
UnitedHealth made up 0.23% of Spire Wealth Management's portfolio in Q2 2026, its #100 holding.
Spire Wealth Management first reported a position in UnitedHealth in Q1 2021 and has held it in 16 quarters since.
Spire Wealth Management's UnitedHealth position peaked at $30.5M in Q4 2021.
1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.