Warren Street Wealth Advisors’s UnitedHealth UNH Stock Holding History

Warren Street 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	$997K	Buy	2,398 +131	+6%	+$48.6K	0.22%	44
2026 Q1	$613K	Sell	2,267 -176	-7%	-$52.4K	0.16%	55
2025 Q4	$806K	Sell	2,443 -59	-2%	-$20K	0.23%	40
2025 Q3	$864K	Buy	+2,502	New	+$757K	0.26%	44
2025 Q2	–	Sell	-602	Closed	-$315K	–	141
2025 Q1	$315K	Sell	602 -229	-28%	-$117K	0.12%	74
2024 Q4	$420K	Sell	831 -167	-17%	-$94.9K	0.17%	62
2024 Q3	$584K	Sell	998 -5	-0.5%	-$2.83K	0.24%	49
2024 Q2	$511K	Buy	1,003 +55	+6%	+$27K	0.25%	50
2024 Q1	$469K	Buy	948 +54	+6%	+$27.5K	0.23%	56
2023 Q4	$471K	Buy	894 +111	+14%	+$59.2K	0.27%	50
2023 Q3	$395K	Buy	783 +73	+10%	+$35.9K	0.26%	52
2023 Q2	$341K	Buy	710 +105	+17%	+$51.3K	0.23%	55
2023 Q1	$286K	Sell	605 -29	-5%	-$14K	0.2%	54
2022 Q4	$336K	Buy	634 +134	+27%	+$71K	0.27%	48
2022 Q3	$253K	Buy	500 +107	+27%	+$56.3K	0.25%	45
2022 Q2	$202K	Buy	+393	New	+$197K	0.2%	52

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Warren Street Wealth Advisors's UNH Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its UnitedHealth (UNH) stake by 5.8% in Q2 2026, buying an estimated $48.6K and bringing the position to 2,398 shares worth $997K. The position accounts for 0.22% of the portfolio, ranked #44.

Warren Street Wealth Advisors first reported a position in UNH in Q2 2022 and has held it in 16 quarters since. 1,384 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Warren Street Wealth Advisors held 2,398 shares of UnitedHealth worth $997K as of Q2 2026.
Warren Street Wealth Advisors bought 131 UnitedHealth shares in Q2 2026, an estimated $48.6K.
UnitedHealth made up 0.22% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Warren Street Wealth Advisors first reported a position in UnitedHealth in Q2 2022 and has held it in 16 quarters since.
1,384 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.