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Waterfront Wealth’s UnitedHealth UNH Stock Holding History

Waterfront 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 		$877K Buy
2,066
+254
+14% +$94.1K 0.14% 181
2026
Q1 		$490K Buy
+1,812
New +$540K 0.09% 205
2025
Q3 		– Sell
-2,621
Closed -$818K – 283
2025
Q2 		$818K Sell
2,621
-68
-3% -$26K 0.18% 155
2025
Q1 		$1.41M Buy
2,689
+497
+23% +$254K 0.34% 85
2024
Q4 		$1.11M Buy
2,192
+73
+3% +$41.5K 0.27% 118
2024
Q3 		$1.2M Buy
2,119
+73
+4% +$41.3K 0.29% 98
2024
Q2 		$1.04M Buy
2,046
+13
+0.6% +$6.37K 0.28% 109
2024
Q1 		$1.01M Buy
2,033
+81
+4% +$41.2K 0.28% 107
2023
Q4 		$1.03M Buy
1,952
+51
+3% +$27.2K 0.3% 99
2023
Q3 		$990K Buy
1,901
+34
+2% +$16.7K 0.32% 94
2023
Q2 		$952K Buy
1,867
+263
+16% +$129K 0.28% 108
2023
Q1 		$758K Buy
1,604
+75
+5% +$36.2K 0.25% 123
2022
Q4 		$740K Sell
1,529
-30
-2% -$15.9K 0.25% 124
2022
Q3 		$849K Buy
1,559
+285
+22% +$150K 0.32% 91
2022
Q2 		$654K Buy
1,274
+500
+65% +$251K 0.26% 107
2022
Q1 		$420K Buy
+774
New +$373K 0.15% 152

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Common Retirement Fund
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Waterfront Wealth's UNH Position: Q2 2026 in Review

Waterfront Wealth increased its UnitedHealth (UNH) stake by 14% in Q2 2026, buying an estimated $94.1K and bringing the position to 2,066 shares worth $877K. The position accounts for 0.14% of the portfolio, ranked #181.

Waterfront Wealth first reported a position in UNH in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.41M in Q1 2025. 1,444 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Waterfront Wealth held 2,066 shares of UnitedHealth worth $877K as of Q2 2026.
  • Waterfront Wealth bought 254 UnitedHealth shares in Q2 2026, an estimated $94.1K.
  • UnitedHealth made up 0.14% of Waterfront Wealth's portfolio in Q2 2026, its #181 holding.
  • Waterfront Wealth first reported a position in UnitedHealth in Q1 2022 and has held it in 16 quarters since.
  • Waterfront Wealth's UnitedHealth position peaked at $1.41M in Q1 2025.
  • 1,444 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.