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WCG Wealth Advisors’s UnitedHealth UNH Stock Holding History

WCG Wealth Advisors’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 		$4.35M Buy
+10,456
New +$3.88M 0.1% 187
2022
Q4 		– Sell
-3,793
Closed -$2.12M – 266
2022
Q3 		$2.12M Sell
3,793
-1,973
-34% -$1.04M 0.28% 72
2022
Q2 		$2.96M Buy
+5,766
New +$2.9M 0.41% 56

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

WCG Wealth Advisors's UNH Position: Q2 2026 in Review

WCG Wealth Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 10,456 shares worth $4.35M. The stake represents 0.1% of the portfolio and ranks #187 among its holdings. This is a return to the name: WCG Wealth Advisors previously reported a position in UNH as recently as Q3 2022.

WCG Wealth Advisors first reported a position in UNH in Q2 2022 and has held it in 3 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • WCG Wealth Advisors held 10,456 shares of UnitedHealth worth $4.35M as of Q2 2026.
  • UnitedHealth was a new WCG Wealth Advisors position in Q2 2026.
  • UnitedHealth made up 0.1% of WCG Wealth Advisors's portfolio in Q2 2026, its #187 holding.
  • WCG Wealth Advisors first reported a position in UnitedHealth in Q2 2022 and has held it in 3 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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