SW
UNH icon

SteelPeak Wealth’s UnitedHealth UNH Stock Holding History

SteelPeak Wealth’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 		$13.4M Sell
32,301
-11,937
-27% -$4.42M 0.35% 63
2026
Q1 		$12M Buy
44,238
+1,511
+4% +$450K 0.37% 68
2025
Q4 		$14.1M Buy
42,727
+9,576
+29% +$3.25M 0.46% 56
2025
Q3 		$11.4M Buy
33,151
+23,081
+229% +$6.98M 0.38% 62
2025
Q2 		$3.14M Buy
10,070
+4,101
+69% +$1.57M 0.12% 129
2025
Q1 		$3.13M Buy
5,969
+3,125
+110% +$1.6M 0.13% 126
2024
Q4 		$1.44M Buy
2,844
+221
+8% +$126K 0.06% 207
2024
Q3 		$1.53M Sell
2,623
-3,356
-56% -$1.9M 0.07% 194
2024
Q2 		$3.04M Buy
5,979
+1,447
+32% +$709K 0.14% 116
2024
Q1 		$2.24M Sell
4,532
-6,410
-59% -$3.26M 0.11% 144
2023
Q4 		$5.76M Buy
10,942
+7,174
+190% +$3.83M 0.33% 76
2023
Q3 		$1.9M Sell
3,768
-177
-4% -$87.1K 0.12% 131
2023
Q2 		$1.9M Buy
3,945
+1,390
+54% +$680K 0.11% 120
2023
Q1 		$1.21M Buy
2,555
+625
+32% +$302K 0.08% 157
2022
Q4 		$1.02M Buy
1,930
+63
+3% +$33.4K 0.08% 171
2022
Q3 		$943K Buy
1,867
+400
+27% +$210K 0.07% 171
2022
Q2 		$753K Sell
1,467
-1,243
-46% -$624K 0.05% 201
2022
Q1 		$1.38M Sell
2,710
-796
-23% -$384K 0.08% 151
2021
Q4 		$1.76M Buy
3,506
+545
+18% +$247K 0.1% 127
2021
Q3 		$1.16M Buy
2,961
+1,494
+102% +$619K 0.08% 153
2021
Q2 		$588K Buy
1,467
+704
+92% +$281K 0.04% 247
2021
Q1 		$284K Sell
763
-238
-24% -$82.5K 0.02% 311
2020
Q4 		$351K Buy
1,001
+42
+4% +$14.1K 0.03% 247
2020
Q3 		$299K Buy
959
+220
+30% +$67.6K 0.03% 218
2020
Q2 		$218K Buy
+739
New +$212K 0.03% 222
2020
Q1 		– Sell
-692
Closed -$204K – 305
2019
Q4 		$204K Buy
+692
New +$181K 0.03% 235

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

SteelPeak Wealth's UNH Position: Q2 2026 in Review

SteelPeak Wealth reduced its UnitedHealth (UNH) stake by 27% in Q2 2026, selling an estimated $4.42M and leaving 32,301 shares worth $13.4M. The position accounts for 0.35% of the portfolio, ranked #63.

SteelPeak Wealth first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. The position peaked at $14.1M in Q4 2025. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • SteelPeak Wealth held 32,301 shares of UnitedHealth worth $13.4M as of Q2 2026.
  • SteelPeak Wealth sold 11,937 UnitedHealth shares in Q2 2026, an estimated $4.42M.
  • UnitedHealth made up 0.35% of SteelPeak Wealth's portfolio in Q2 2026, its #63 holding.
  • SteelPeak Wealth first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
  • SteelPeak Wealth's UnitedHealth position peaked at $14.1M in Q4 2025.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.