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ViaWealth’s UnitedHealth UNH Stock Holding History

ViaWealth’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 		$3.08M Buy
7,422
+65
+0.9% +$24.1K 1.55% 12
2026
Q1 		$1.99M Buy
7,357
+278
+4% +$82.8K 1.11% 24
2025
Q4 		$2.34M Sell
7,079
-258
-4% -$87.4K 1.31% 16
2025
Q3 		$2.53M Sell
7,337
-80
-1% -$24.2K 1.38% 15
2025
Q2 		$2.31M Sell
7,417
-582
-7% -$222K 1.37% 15
2025
Q1 		$4.19M Buy
7,999
+757
+10% +$387K 2.59% 8
2024
Q4 		$3.66M Sell
7,242
-136
-2% -$77.3K 2.21% 10
2024
Q3 		$4.31M Sell
7,378
-646
-8% -$365K 2.51% 7
2024
Q2 		$4.09M Sell
8,024
-264
-3% -$129K 2.53% 5
2024
Q1 		$4.1M Sell
8,288
-174
-2% -$88.5K 2.56% 5
2023
Q4 		$4.46M Sell
8,462
-1,014
-11% -$541K 3.06% 4
2023
Q3 		$4.78M Buy
9,476
+173
+2% +$85.1K 3.51% 1
2023
Q2 		$4.47M Buy
9,303
+102
+1% +$49.9K 3.34% 3
2023
Q1 		$4.35M Buy
9,201
+126
+1% +$60.8K 3.45% 2
2022
Q4 		$4.45M Buy
+9,075
New +$4.81M 3.66% 1

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

ViaWealth's UNH Position: Q2 2026 in Review

ViaWealth increased its UnitedHealth (UNH) stake by 0.88% in Q2 2026, buying an estimated $24.1K and bringing the position to 7,422 shares worth $3.08M. The position accounts for 1.55% of the portfolio, ranked #12.

ViaWealth first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.78M in Q3 2023. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • ViaWealth held 7,422 shares of UnitedHealth worth $3.08M as of Q2 2026.
  • ViaWealth bought 65 UnitedHealth shares in Q2 2026, an estimated $24.1K.
  • UnitedHealth made up 1.55% of ViaWealth's portfolio in Q2 2026, its #12 holding.
  • ViaWealth first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • ViaWealth's UnitedHealth position peaked at $4.78M in Q3 2023.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.