TVPW
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Third View Private Wealth’s UnitedHealth UNH Stock Holding History

Third View Private 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 		$535K Sell
1,288
-3,425
-73% -$1.27M 0.07% 173
2026
Q1 		$1.28M Buy
4,713
+377
+9% +$112K 0.17% 108
2025
Q4 		$1.43M Buy
+4,336
New +$1.47M 0.19% 102

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Third View Private Wealth's UNH Position: Q2 2026 in Review

Third View Private Wealth reduced its UnitedHealth (UNH) stake by 73% in Q2 2026, selling an estimated $1.27M and leaving 1,288 shares worth $535K. The position accounts for 0.07% of the portfolio, ranked #173.

Third View Private Wealth first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.43M in Q4 2025. 2,125 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Third View Private Wealth held 1,288 shares of UnitedHealth worth $535K as of Q2 2026.
  • Third View Private Wealth sold 3,425 UnitedHealth shares in Q2 2026, an estimated $1.27M.
  • UnitedHealth made up 0.07% of Third View Private Wealth's portfolio in Q2 2026, its #173 holding.
  • Third View Private Wealth first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's UnitedHealth position peaked at $1.43M in Q4 2025.
  • 2,125 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.