Sterling Group Wealth Management’s UnitedHealth UNH Stock Holding History

Sterling Group 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	$210K	Buy	+506	New	+$188K	0.09%	60
2025 Q2	–	Sell	-604	Closed	-$316K	–	60
2025 Q1	$316K	Hold	604	–	–	0.17%	43
2024 Q4	$306K	Hold	604	–	–	0.16%	45
2024 Q3	$353K	Hold	604	–	–	0.19%	39
2024 Q2	$308K	Buy	+604	New	+$296K	0.18%	40
2024 Q1	–	Sell	-854	Closed	-$450K	–	42
2023 Q4	$450K	Sell	854 -9	-1%	-$4.8K	0.35%	29
2023 Q3	$435K	Hold	863	–	–	0.41%	28
2023 Q2	$415K	Hold	863	–	–	0.36%	27
2023 Q1	$408K	Buy	863 +119	+16%	+$57.4K	0.38%	29
2022 Q4	$394K	Buy	+744	New	+$394K	0.39%	29

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sterling Group Wealth Management's UNH Position: Q2 2026 in Review

Sterling Group Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 506 shares worth $210K. The stake represents 0.09% of the portfolio and ranks #60 among its holdings. This is a return to the name: Sterling Group Wealth Management previously reported a position in UNH as recently as Q1 2025.

Sterling Group Wealth Management first reported a position in UNH in Q4 2022 and has held it in 10 quarters since. The position peaked at $450K in Q4 2023. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Sterling Group Wealth Management held 506 shares of UnitedHealth worth $210K as of Q2 2026.
UnitedHealth was a new Sterling Group Wealth Management position in Q2 2026.
UnitedHealth made up 0.09% of Sterling Group Wealth Management's portfolio in Q2 2026, its #60 holding.
Sterling Group Wealth Management first reported a position in UnitedHealth in Q4 2022 and has held it in 10 quarters since.
Sterling Group Wealth Management's UnitedHealth position peaked at $450K in Q4 2023.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.