The Wealth Group’s UnitedHealth UNH Stock Holding History

The Wealth Group’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	$576K	Sell	1,387 -204	-13%	-$75.6K	0.11%	53
2026 Q1	$431K	Sell	1,591 -314	-16%	-$93.5K	0.1%	57
2025 Q4	$629K	Buy	1,905 +165	+9%	+$55.9K	0.14%	48
2025 Q3	$601K	Sell	1,740 -63	-3%	-$19.1K	0.14%	47
2025 Q2	$562K	Buy	1,803 +125	+7%	+$47.8K	0.14%	46
2025 Q1	$879K	Sell	1,678 -99	-6%	-$50.6K	0.26%	32
2024 Q4	$899K	Hold	1,777	–	–	0.26%	29
2024 Q3	$1.04M	Buy	1,777 +68	+4%	+$38.5K	0.3%	29
2024 Q2	$870K	Hold	1,709	–	–	0.26%	31
2024 Q1	$876K	Sell	1,709 -12	-0.7%	-$6.1K	0.27%	31
2023 Q4	$879K	Buy	+1,721	New	+$918K	0.29%	31

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 22.96% 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

The Wealth Group's UNH Position: Q2 2026 in Review

The Wealth Group reduced its UnitedHealth (UNH) stake by 13% in Q2 2026, selling an estimated $75.6K and leaving 1,387 shares worth $576K. The position accounts for 0.11% of the portfolio, ranked #53.

The Wealth Group first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q3 2024. 1,858 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

The Wealth Group held 1,387 shares of UnitedHealth worth $576K as of Q2 2026.
The Wealth Group sold 204 UnitedHealth shares in Q2 2026, an estimated $75.6K.
UnitedHealth made up 0.11% of The Wealth Group's portfolio in Q2 2026, its #53 holding.
The Wealth Group first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
The Wealth Group's UnitedHealth position peaked at $1.04M in Q3 2024.
1,858 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.