UWM
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Udine Wealth Management’s UnitedHealth UNH Stock Holding History

Udine 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 		$3.13M Buy
+7,530
New +$2.79M 1.29% 21
2025
Q3 		– Sell
-7,529
Closed -$2.35M – 39
2025
Q2 		$2.35M Buy
+7,529
New +$2.88M 1.24% 20

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Udine Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 7,530 shares worth $3.13M. The stake represents 1.29% of the portfolio and ranks #21 among its holdings. This is a return to the name: Udine Wealth Management previously reported a position in UNH as recently as Q2 2025.

Udine Wealth Management first reported a position in UNH in Q2 2025 and has held it in 2 quarters since. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Udine Wealth Management held 7,530 shares of UnitedHealth worth $3.13M as of Q2 2026.
  • UnitedHealth was a new Udine Wealth Management position in Q2 2026.
  • UnitedHealth made up 1.29% of Udine Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Udine Wealth Management first reported a position in UnitedHealth in Q2 2025 and has held it in 2 quarters since.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Udine Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.