TWM
UNH icon

Thrive Wealth Management’s UnitedHealth UNH Stock Holding History

Thrive 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 		$680K Sell
1,636
-6
-0.4% -$2.22K 0.09% 108
2026
Q1 		$444K Sell
1,642
-29
-2% -$8.64K 0.07% 130
2025
Q4 		$551K Sell
1,671
-160
-9% -$54.2K 0.08% 121
2025
Q3 		$632K Sell
1,831
-215
-11% -$65K 0.1% 112
2025
Q2 		$638K Buy
2,046
+327
+19% +$125K 0.1% 104
2025
Q1 		$900K Sell
1,719
-79
-4% -$40.4K 0.17% 79
2024
Q4 		$910K Sell
1,798
-126
-7% -$71.6K 0.16% 74
2024
Q3 		$1.12M Buy
1,924
+78
+4% +$44.1K 0.21% 61
2024
Q2 		$940K Buy
1,846
+65
+4% +$31.9K 0.18% 67
2024
Q1 		$881K Buy
1,781
+181
+11% +$92K 0.18% 69
2023
Q4 		$843K Sell
1,600
-20
-1% -$10.7K 0.19% 72
2023
Q3 		$817K Sell
1,620
-29
-2% -$14.3K 0.22% 64
2023
Q2 		$793K Buy
1,649
+144
+10% +$70.4K 0.21% 69
2023
Q1 		$711K Sell
1,505
-5
-0.3% -$2.41K 0.18% 70
2022
Q4 		$800K Buy
1,510
+311
+26% +$165K 0.23% 54
2022
Q3 		$606K Buy
1,199
+33
+3% +$17.4K 0.21% 70
2022
Q2 		$599K Buy
1,166
+92
+9% +$46.2K 0.21% 63
2022
Q1 		$548K Buy
1,074
+109
+11% +$52.6K 0.16% 72
2021
Q4 		$485K Buy
+965
New +$437K 0.17% 77

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

Thrive Wealth Management's UNH Position: Q2 2026 in Review

Thrive Wealth Management reduced its UnitedHealth (UNH) stake by 0.37% in Q2 2026, selling an estimated $2.22K and leaving 1,636 shares worth $680K. The position accounts for 0.09% of the portfolio, ranked #108.

Thrive Wealth Management first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.12M in Q3 2024. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Thrive Wealth Management held 1,636 shares of UnitedHealth worth $680K as of Q2 2026.
  • Thrive Wealth Management sold 6 UnitedHealth shares in Q2 2026, an estimated $2.22K.
  • UnitedHealth made up 0.09% of Thrive Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Thrive Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Thrive Wealth Management's UnitedHealth position peaked at $1.12M in Q3 2024.
  • 568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.