Valued Wealth Advisors’s UnitedHealth UNH Stock Holding History

Valued Wealth Advisors’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	$68.6K	Buy	165 +6	+4%	+$2.22K	0.02%	91
2026 Q1	$43K	Sell	159 -1	-0.6%	-$298	0.02%	111
2025 Q4	$53K	Buy	160 +1	+0.6%	+$339	0.02%	89
2025 Q3	$54.9K	Sell	159 -2	-1%	-$605	0.03%	85
2025 Q2	$50.2K	Sell	161 -7	-4%	-$2.67K	0.03%	84
2025 Q1	$87.8K	Sell	168 -20	-11%	-$10.2K	0.05%	64
2024 Q4	$95.2K	Sell	188 -18	-9%	-$10.2K	0.06%	57
2024 Q3	$121K	Buy	206 +29	+16%	+$16.4K	0.08%	44
2024 Q2	$90.3K	Buy	177 +3	+2%	+$1.47K	0.06%	48
2024 Q1	$86K	Buy	174 +1	+0.6%	+$508	0.06%	44
2023 Q4	$87.2K	Buy	+173	New	+$92.3K	0.08%	35

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Valued Wealth Advisors's UNH Position: Q2 2026 in Review

Valued Wealth Advisors increased its UnitedHealth (UNH) stake by 3.8% in Q2 2026, buying an estimated $2.22K and bringing the position to 165 shares worth $68.6K. The position accounts for 0.02% of the portfolio, ranked #91.

Valued Wealth Advisors first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $121K in Q3 2024. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Valued Wealth Advisors held 165 shares of UnitedHealth worth $68.6K as of Q2 2026.
Valued Wealth Advisors bought 6 UnitedHealth shares in Q2 2026, an estimated $2.22K.
UnitedHealth made up 0.02% of Valued Wealth Advisors's portfolio in Q2 2026, its #91 holding.
Valued Wealth Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's UnitedHealth position peaked at $121K in Q3 2024.
1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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