Watershed Private Wealth’s UnitedHealth UNH Stock Holding History

Watershed 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	$240K	Buy	+578	New	+$214K	0.07%	118
2026 Q1	–	Sell	-738	Closed	-$244K	–	125
2025 Q4	$244K	Hold	738	–	–	0.07%	111
2025 Q3	$255K	Buy	+738	New	+$223K	0.08%	101
2025 Q2	–	Sell	-636	Closed	-$333K	–	114
2025 Q1	$333K	Sell	636 -472	-43%	-$241K	0.13%	86
2024 Q4	$561K	Sell	1,108 -298	-21%	-$169K	0.22%	66
2024 Q3	$822K	Buy	1,406 +259	+23%	+$146K	0.33%	54
2024 Q2	$584K	Buy	1,147 +3	+0.3%	+$1.47K	0.25%	67
2024 Q1	$566K	Sell	1,144 -64	-5%	-$32.5K	0.25%	71
2023 Q4	$636K	Buy	1,208 +185	+18%	+$98.7K	0.35%	60
2023 Q3	$516K	Hold	1,023	–	–	0.32%	59
2023 Q2	$492K	Buy	1,023 +66	+7%	+$32.3K	0.3%	57
2023 Q1	$452K	Buy	957 +30	+3%	+$14.5K	0.31%	57
2022 Q4	$491K	Buy	+927	New	+$491K	0.37%	51

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Watershed Private Wealth opened a new position in UnitedHealth (UNH) in Q2 2026: 578 shares worth $240K. The stake represents 0.07% of the portfolio and ranks #118 among its holdings. This is a return to the name: Watershed Private Wealth previously reported a position in UNH as recently as Q4 2025.

Watershed Private Wealth first reported a position in UNH in Q4 2022 and has held it in 13 quarters since. The position peaked at $822K in Q3 2024. 3,359 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Watershed Private Wealth held 578 shares of UnitedHealth worth $240K as of Q2 2026.
UnitedHealth was a new Watershed Private Wealth position in Q2 2026.
UnitedHealth made up 0.07% of Watershed Private Wealth's portfolio in Q2 2026, its #118 holding.
Watershed Private Wealth first reported a position in UnitedHealth in Q4 2022 and has held it in 13 quarters since.
Watershed Private Wealth's UnitedHealth position peaked at $822K in Q3 2024.
3,359 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.