UWP
UNH icon

Uniting Wealth Partners’s UnitedHealth UNH Stock Holding History

Uniting Wealth Partners’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 		$269K Buy
+648
New +$240K 0.05% 164
2026
Q1 		– Sell
-718
Closed -$237K – 213
2025
Q4 		$237K Buy
718
+3
+0.4% +$1.02K 0.07% 135
2025
Q3 		$247K Buy
+715
New +$216K 0.06% 154

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Uniting Wealth Partners's UNH Position: Q2 2026 in Review

Uniting Wealth Partners opened a new position in UnitedHealth (UNH) in Q2 2026: 648 shares worth $269K. The stake represents 0.05% of the portfolio and ranks #164 among its holdings. This is a return to the name: Uniting Wealth Partners previously reported a position in UNH as recently as Q4 2025.

Uniting Wealth Partners first reported a position in UNH in Q3 2025 and has held it in 3 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Uniting Wealth Partners held 648 shares of UnitedHealth worth $269K as of Q2 2026.
  • UnitedHealth was a new Uniting Wealth Partners position in Q2 2026.
  • UnitedHealth made up 0.05% of Uniting Wealth Partners's portfolio in Q2 2026, its #164 holding.
  • Uniting Wealth Partners first reported a position in UnitedHealth in Q3 2025 and has held it in 3 quarters since.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.