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Wealth Advisory Solutions’s UnitedHealth UNH Stock Holding History

Wealth Advisory Solutions’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 		$404K Buy
973
+153
+19% +$56.7K 0.08% 107
2026
Q1 		$222K Buy
+820
New +$244K 0.05% 130
2025
Q2 		– Sell
-532
Closed -$279K – 149
2025
Q1 		$279K Sell
532
-17,315
-97% -$8.85M 0.07% 118
2024
Q4 		$9.03M Sell
17,847
-32
-0.2% -$18.2K 2.53% 9
2024
Q3 		$10.5M Sell
17,879
-3,810
-18% -$2.15M 2.88% 7
2024
Q2 		$11M Buy
21,689
+2,262
+12% +$1.11M 2.99% 7
2024
Q1 		$9.61M Buy
19,427
+1,182
+6% +$601K 2.49% 9
2023
Q4 		$9.61M Sell
18,245
-16,923
-48% -$9.03M 3.35% 8
2023
Q3 		$18.1M Buy
35,168
+17,543
+100% +$8.63M 3.55% 5
2023
Q2 		$8.47M Buy
17,625
+8,325
+90% +$4.07M 2.25% 14
2023
Q1 		$4.39M Sell
9,300
-767
-8% -$370K 1.17% 23
2022
Q4 		$5.34M Sell
10,067
-250
-2% -$132K 1.43% 17
2022
Q3 		$5.21M Sell
10,317
-31
-0.3% -$16.3K 1.44% 17
2022
Q2 		$5.32M Sell
10,348
-1,443
-12% -$725K 1.31% 21
2022
Q1 		$6.01M Buy
+11,791
New +$5.69M 1.25% 24
2021
Q3 		$4.89M Sell
12,513
-700
-5% -$290K 1.09% 25
2021
Q2 		$5.29M Sell
13,213
-65
-0.5% -$25.9K 1.26% 22
2021
Q1 		$5M Sell
13,278
-3,840
-22% -$1.33M 1.04% 29
2020
Q4 		$6M Buy
17,118
+159
+0.9% +$53.3K 1.63% 18
2020
Q3 		$5.29M Sell
16,959
-376
-2% -$115K 1.4% 19
2020
Q2 		$5.11M Sell
17,335
-145
-0.8% -$41.5K 1.42% 20
2020
Q1 		$4.36M Sell
17,480
-2,559
-13% -$704K 1.48% 19
2019
Q4 		$5.89M Buy
+20,039
New +$5.24M 1.55% 14

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

Wealth Advisory Solutions's UNH Position: Q2 2026 in Review

Wealth Advisory Solutions increased its UnitedHealth (UNH) stake by 19% in Q2 2026, buying an estimated $56.7K and bringing the position to 973 shares worth $404K. The position accounts for 0.08% of the portfolio, ranked #107.

Wealth Advisory Solutions first reported a position in UNH in Q4 2019 and has held it in 23 quarters since. The position peaked at $18.1M in Q3 2023. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Wealth Advisory Solutions held 973 shares of UnitedHealth worth $404K as of Q2 2026.
  • Wealth Advisory Solutions bought 153 UnitedHealth shares in Q2 2026, an estimated $56.7K.
  • UnitedHealth made up 0.08% of Wealth Advisory Solutions's portfolio in Q2 2026, its #107 holding.
  • Wealth Advisory Solutions first reported a position in UnitedHealth in Q4 2019 and has held it in 23 quarters since.
  • Wealth Advisory Solutions's UnitedHealth position peaked at $18.1M in Q3 2023.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.