WSFG
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Wall Street Financial Group’s UnitedHealth UNH Stock Holding History

Wall Street Financial Group’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 		$430K Buy
1,034
+66
+7% +$24.5K 0.23% 70
2026
Q1 		$262K Buy
968
+183
+23% +$54.5K 0.16% 85
2025
Q4 		$259K Buy
785
+69
+10% +$23.4K 0.19% 73
2025
Q3 		$247K Sell
716
-104
-13% -$31.5K 0.18% 78
2025
Q2 		$256K Buy
+820
New +$313K 0.23% 65

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

Wall Street Financial Group's UNH Position: Q2 2026 in Review

Wall Street Financial Group increased its UnitedHealth (UNH) stake by 6.8% in Q2 2026, buying an estimated $24.5K and bringing the position to 1,034 shares worth $430K. The position accounts for 0.23% of the portfolio, ranked #70.

Wall Street Financial Group first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. 1,797 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Wall Street Financial Group held 1,034 shares of UnitedHealth worth $430K as of Q2 2026.
  • Wall Street Financial Group bought 66 UnitedHealth shares in Q2 2026, an estimated $24.5K.
  • UnitedHealth made up 0.23% of Wall Street Financial Group's portfolio in Q2 2026, its #70 holding.
  • Wall Street Financial Group first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
  • 1,797 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.