TradeWell Securities’s UnitedHealth UNH Stock Holding History

TradeWell Securities’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	$283K	Buy	+681	New	+$252K	0.1%	47
2026 Q1	–	Sell	-672	Closed	-$222K	–	53
2025 Q4	$222K	Buy	672 +4	+0.6%	+$1.36K	0.09%	45
2025 Q3	$233K	Buy	668 +4	+0.6%	+$1.21K	0.1%	43
2025 Q2	$207K	Buy	664 +5	+0.8%	+$1.91K	0.1%	45
2025 Q1	$345K	Buy	659 +3	+0.5%	+$1.53K	0.19%	31
2024 Q4	$332K	Buy	+656	New	+$373K	0.17%	31

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

TradeWell Securities's UNH Position: Q2 2026 in Review

TradeWell Securities opened a new position in UnitedHealth (UNH) in Q2 2026: 681 shares worth $283K. The stake represents 0.1% of the portfolio and ranks #47 among its holdings. This is a return to the name: TradeWell Securities previously reported a position in UNH as recently as Q4 2025.

TradeWell Securities first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $345K in Q1 2025. 1,584 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

TradeWell Securities held 681 shares of UnitedHealth worth $283K as of Q2 2026.
UnitedHealth was a new TradeWell Securities position in Q2 2026.
UnitedHealth made up 0.1% of TradeWell Securities's portfolio in Q2 2026, its #47 holding.
TradeWell Securities first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
TradeWell Securities's UnitedHealth position peaked at $345K in Q1 2025.
1,584 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on TradeWell Securities's 13F filing for Q2 2026, filed 28 Jul 2026.