WF
UNH icon

Wayfinding Financial’s UnitedHealth UNH Stock Holding History

Wayfinding Financial’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 		$280K Buy
+675
New +$250K 0.11% 134
2025
Q2 		– Sell
-773
Closed -$405K – 673
2025
Q1 		$405K Buy
773
+39
+5% +$19.9K 0.18% 79
2024
Q4 		$371K Buy
+734
New +$417K 0.2% 83
2024
Q3 		– Sell
-612
Closed -$312K – 119
2024
Q2 		$312K Sell
612
-17
-3% -$8.33K 0.18% 86
2024
Q1 		$317K Sell
629
-184
-23% -$93.5K 0.19% 85
2023
Q4 		$428K Buy
813
+145
+22% +$77.3K 0.29% 65
2023
Q3 		$344K Buy
668
+14
+2% +$6.89K 0.26% 67
2023
Q2 		$329K Sell
654
-31
-5% -$15.2K 0.23% 69
2023
Q1 		$324K Buy
685
+215
+46% +$104K 0.25% 69
2022
Q4 		$217K Sell
470
-73
-13% -$38.7K 0.17% 80
2022
Q3 		$274K Buy
543
+37
+7% +$19.5K 0.26% 62
2022
Q2 		$260K Sell
506
-7
-1% -$3.52K 0.23% 65
2022
Q1 		$256K Buy
513
+43
+9% +$20.7K 0.21% 69
2021
Q4 		$217K Buy
+470
New +$213K 0.17% 80

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 $3.37T AUM 44.26% 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

Wayfinding Financial's UNH Position: Q2 2026 in Review

Wayfinding Financial opened a new position in UnitedHealth (UNH) in Q2 2026: 675 shares worth $280K. The stake represents 0.11% of the portfolio and ranks #134 among its holdings. This is a return to the name: Wayfinding Financial previously reported a position in UNH as recently as Q1 2025.

Wayfinding Financial first reported a position in UNH in Q4 2021 and has held it in 14 quarters since. The position peaked at $428K in Q4 2023. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Wayfinding Financial held 675 shares of UnitedHealth worth $280K as of Q2 2026.
  • UnitedHealth was a new Wayfinding Financial position in Q2 2026.
  • UnitedHealth made up 0.11% of Wayfinding Financial's portfolio in Q2 2026, its #134 holding.
  • Wayfinding Financial first reported a position in UnitedHealth in Q4 2021 and has held it in 14 quarters since.
  • Wayfinding Financial's UnitedHealth position peaked at $428K in Q4 2023.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.