WBH Advisory’s UnitedHealth UNH Stock Holding History

WBH Advisory’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	$241K	Buy	+579	New	+$215K	0.02%	341
2025 Q2	–	Sell	-606	Closed	-$317K	–	353
2025 Q1	$317K	Hold	606	–	–	0.03%	264
2024 Q4	$307K	Buy	606 +168	+38%	+$95.5K	0.03%	263
2024 Q3	$256K	Hold	438	–	–	0.02%	284
2024 Q2	$223K	Hold	438	–	–	0.02%	291
2024 Q1	$217K	Buy	438 +47	+12%	+$23.9K	0.02%	295
2023 Q4	$206K	Sell	391 -38	-9%	-$20.3K	0.02%	297
2023 Q3	$216K	Buy	+429	New	+$211K	0.03%	278
2022 Q3	$231K	Sell	457 -154	-25%	-$81K	0.03%	264
2022 Q2	$316K	Sell	611 -1	-0.2%	-$502	0.04%	242
2022 Q1	$321K	Buy	612 +98	+19%	+$47.3K	0.04%	253
2021 Q4	$258K	Buy	+514	New	+$233K	0.03%	284
2021 Q3	–	Sell	-510	Closed	-$211K	–	291
2021 Q2	$211K	Buy	+510	New	+$203K	0.03%	261

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

WBH Advisory's UNH Position: Q2 2026 in Review

WBH Advisory opened a new position in UnitedHealth (UNH) in Q2 2026: 579 shares worth $241K. The stake represents 0.02% of the portfolio and ranks #341 among its holdings. This is a return to the name: WBH Advisory previously reported a position in UNH as recently as Q1 2025.

WBH Advisory first reported a position in UNH in Q2 2021 and has held it in 13 quarters since. The position peaked at $321K in Q1 2022. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

WBH Advisory held 579 shares of UnitedHealth worth $241K as of Q2 2026.
UnitedHealth was a new WBH Advisory position in Q2 2026.
UnitedHealth made up 0.02% of WBH Advisory's portfolio in Q2 2026, its #341 holding.
WBH Advisory first reported a position in UnitedHealth in Q2 2021 and has held it in 13 quarters since.
WBH Advisory's UnitedHealth position peaked at $321K in Q1 2022.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.