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Warther Private Wealth’s UnitedHealth UNH Stock Holding History

Warther 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 		$22.2M Sell
53,409
-64,423
-55% -$23.9M 4.87% 5
2026
Q1 		$31.9M Buy
117,832
+6,362
+6% +$1.89M 7.48% 1
2025
Q4 		$36.8M Sell
111,470
-4,286
-4% -$1.45M 8.8% 1
2025
Q3 		$40M Buy
115,756
+13,159
+13% +$3.98M 9.46% 2
2025
Q2 		$32M Buy
+102,597
New +$39.2M 8.33% 2
2024
Q4 		– Sell
-596
Closed -$348K – 90
2024
Q3 		$348K Sell
596
-445
-43% -$252K 0.12% 65
2024
Q2 		$530K Sell
1,041
-1,738
-63% -$852K 0.21% 44
2024
Q1 		$1.37M Sell
2,779
-8,795
-76% -$4.47M 0.61% 30
2023
Q4 		$6.09M Buy
11,574
+748
+7% +$399K 3.41% 11
2023
Q3 		$5.46M Buy
10,826
+5,800
+115% +$2.85M 3.63% 8
2023
Q2 		$2.42M Sell
5,026
-51
-1% -$24.9K 1.64% 18
2023
Q1 		$2.4M Buy
5,077
+218
+4% +$105K 1.83% 18
2022
Q4 		$2.58M Sell
4,859
-140
-3% -$74.2K 1.93% 16
2022
Q3 		$2.52M Buy
4,999
+1,665
+50% +$876K 2% 15
2022
Q2 		$1.73M Buy
3,334
+934
+39% +$469K 1.26% 22
2022
Q1 		$1.23M Buy
+2,400
New +$1.16M 0.8% 36

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 $3.38T AUM 44.17% 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

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

Warther Private Wealth reduced its UnitedHealth (UNH) stake by 55% in Q2 2026, selling an estimated $23.9M and leaving 53,409 shares worth $22.2M. The position accounts for 4.87% of the portfolio, ranked #5.

Warther Private Wealth first reported a position in UNH in Q1 2022 and has held it in 16 quarters since. The position peaked at $40M in Q3 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Warther Private Wealth held 53,409 shares of UnitedHealth worth $22.2M as of Q2 2026.
  • Warther Private Wealth sold 64,423 UnitedHealth shares in Q2 2026, an estimated $23.9M.
  • UnitedHealth made up 4.87% of Warther Private Wealth's portfolio in Q2 2026, its #5 holding.
  • Warther Private Wealth first reported a position in UnitedHealth in Q1 2022 and has held it in 16 quarters since.
  • Warther Private Wealth's UnitedHealth position peaked at $40M in Q3 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Warther Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.