Traveka Wealth’s UnitedHealth UNH Stock Holding History

Traveka 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	$351K	Buy	+844	New	+$313K	0.12%	119
2026 Q1	–	Sell	-880	Closed	-$291K	–	205
2025 Q4	$291K	Buy	880 +159	+22%	+$53.9K	0.12%	135
2025 Q3	$249K	Sell	721 -103	-13%	-$31.2K	0.11%	141
2025 Q2	$257K	Sell	824 -226	-22%	-$86.4K	0.14%	113
2025 Q1	$550K	Buy	1,050 +42	+4%	+$21.5K	0.31%	58
2024 Q4	$510K	Sell	1,008 -17	-2%	-$9.66K	0.28%	62
2024 Q3	$599K	Buy	1,025 +50	+5%	+$28.3K	0.3%	54
2024 Q2	$497K	Sell	975 -226	-19%	-$111K	0.24%	53
2024 Q1	$594K	Buy	1,201 +38	+3%	+$19.3K	0.27%	51
2023 Q4	$612K	Buy	+1,163	New	+$620K	0.31%	53

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

Traveka Wealth's UNH Position: Q2 2026 in Review

Traveka Wealth opened a new position in UnitedHealth (UNH) in Q2 2026: 844 shares worth $351K. The stake represents 0.12% of the portfolio and ranks #119 among its holdings. This is a return to the name: Traveka Wealth previously reported a position in UNH as recently as Q4 2025.

Traveka Wealth first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $612K in Q4 2023. 1,635 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Traveka Wealth held 844 shares of UnitedHealth worth $351K as of Q2 2026.
UnitedHealth was a new Traveka Wealth position in Q2 2026.
UnitedHealth made up 0.12% of Traveka Wealth's portfolio in Q2 2026, its #119 holding.
Traveka Wealth first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Traveka Wealth's UnitedHealth position peaked at $612K in Q4 2023.
1,635 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.