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
2025
Q1 		– Hold
0
– -$253K – 686
2024
Q4 		– Hold
0
– – – 450
2024
Q3 		– Hold
0
– -$50.9K – 612
2024
Q2 		– Hold
0
– – – 521
2024
Q1 		– Hold
0
– – – 394

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 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. 652 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.
  • 652 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.