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Waldron Private Wealth’s UnitedHealth UNH Stock Holding History

Waldron Private 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 		$486K Sell
1,170
-53
-4% -$19.6K 0.02% 233
2026
Q1 		$331K Sell
1,223
-254
-17% -$75.6K 0.01% 260
2025
Q4 		$488K Buy
1,477
+271
+22% +$91.8K 0.02% 212
2025
Q3 		$416K Buy
1,206
+262
+28% +$79.2K 0.02% 223
2025
Q2 		$295K Sell
944
-215
-19% -$82.2K 0.01% 253
2025
Q1 		$607K Sell
1,159
-10,886
-90% -$5.56M 0.03% 167
2024
Q4 		$6.09M Buy
12,045
+160
+1% +$90.9K 0.25% 56
2024
Q3 		$6.95M Buy
11,885
+269
+2% +$152K 0.29% 49
2024
Q2 		$5.92M Buy
11,616
+16
+0.1% +$7.84K 0.26% 53
2024
Q1 		$5.74M Sell
11,600
-953
-8% -$484K 0.26% 54
2023
Q4 		$6.61M Buy
12,553
+841
+7% +$449K 0.31% 45
2023
Q3 		$5.91M Buy
11,712
+631
+6% +$311K 0.31% 50
2023
Q2 		$5.33M Sell
11,081
-1,870
-14% -$914K 0.27% 49
2023
Q1 		$6.12M Buy
12,951
+321
+3% +$155K 0.3% 48
2022
Q4 		$6.38M Hold
12,630
– – 0.4% 45
2022
Q3 		$6.38M Buy
12,630
+189
+2% +$99.4K 0.4% 45
2022
Q2 		$6.39M Buy
12,441
+2,004
+19% +$1.01M 0.36% 49
2022
Q1 		$5.32M Sell
10,437
-166
-2% -$80.1K 0.27% 57
2021
Q4 		$5.32M Sell
10,603
-7
-0.1% -$3.17K 0.26% 58
2021
Q3 		$4.14M Buy
10,610
+1,398
+15% +$579K 0.24% 62
2021
Q2 		$3.69M Sell
9,212
-79
-0.9% -$31.5K 0.24% 63
2021
Q1 		$3.46M Buy
9,291
+318
+4% +$110K 0.24% 63
2020
Q4 		$3.15M Sell
8,973
-88
-1% -$29.5K 0.23% 62
2020
Q3 		$2.82M Buy
9,061
+398
+5% +$122K 0.24% 59
2020
Q2 		$2.56M Sell
8,663
-65
-0.7% -$18.6K 0.23% 62
2020
Q1 		$2.18M Sell
8,728
-50
-0.6% -$13.8K 0.23% 69
2019
Q4 		$2.58M Buy
8,778
+1,186
+16% +$310K 0.23% 62
2019
Q3 		$1.65M Buy
7,592
+3,795
+100% +$916K 0.17% 77
2019
Q2 		$926K Sell
3,797
-362
-9% -$87.1K 0.1% 92
2019
Q1 		$1.03M Sell
4,159
-369
-8% -$94.1K 0.12% 87
2018
Q4 		$1.13M Buy
4,528
+1,262
+39% +$333K 0.16% 64
2018
Q3 		$868K Buy
3,266
+75
+2% +$19.5K 0.17% 65
2018
Q2 		$782K Hold
3,191
– – 0.17% 60
2018
Q1 		$682K Sell
3,191
-26
-0.8% -$5.94K 0.15% 67
2017
Q4 		$709K Buy
3,217
+128
+4% +$27.1K 0.17% 59
2017
Q3 		$604K Buy
3,089
+881
+40% +$170K 0.17% 61
2017
Q2 		$409K Sell
2,208
-3,557
-62% -$624K 0.13% 69
2017
Q1 		$944K Buy
5,765
+3,487
+153% +$571K 0.24% 60
2016
Q4 		$364K Buy
2,278
+804
+55% +$120K 0.13% 74
2016
Q3 		$206K Sell
1,474
-355
-19% -$49.7K 0.07% 135
2016
Q2 		$258K Buy
+1,829
New +$244K 0.09% 120
2015
Q4 		– Sell
-3,009
Closed -$349K – 176
2015
Q3 		$349K Buy
3,009
+459
+18% +$54.9K 0.15% 69
2015
Q2 		$311K Buy
2,550
+298
+13% +$35.3K 0.12% 70
2015
Q1 		$266K Buy
2,252
+133
+6% +$14.8K 0.11% 81
2014
Q4 		$214K Buy
+2,119
New +$201K 0.09% 115

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Waldron Private Wealth's UNH Position: Q2 2026 in Review

Waldron Private Wealth reduced its UnitedHealth (UNH) stake by 4.3% in Q2 2026, selling an estimated $19.6K and leaving 1,170 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #233.

Waldron Private Wealth first reported a position in UNH in Q4 2014 and has held it in 45 quarters since. The position peaked at $6.95M in Q3 2024. 1,742 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Waldron Private Wealth held 1,170 shares of UnitedHealth worth $486K as of Q2 2026.
  • Waldron Private Wealth sold 53 UnitedHealth shares in Q2 2026, an estimated $19.6K.
  • UnitedHealth made up 0.02% of Waldron Private Wealth's portfolio in Q2 2026, its #233 holding.
  • Waldron Private Wealth first reported a position in UnitedHealth in Q4 2014 and has held it in 45 quarters since.
  • Waldron Private Wealth's UnitedHealth position peaked at $6.95M in Q3 2024.
  • 1,742 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.