WE
UNH icon

Wealth Effects’s UnitedHealth UNH Stock Holding History

Wealth Effects’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 		$2.04M Sell
4,905
-62
-1% -$23K 0.55% 38
2026
Q1 		$1.34M Sell
4,967
-69
-1% -$20.5K 0.48% 47
2025
Q4 		$1.66M Sell
5,036
-241
-5% -$81.7K 0.52% 36
2025
Q3 		$1.82M Buy
5,277
+589
+13% +$178K 0.59% 31
2025
Q2 		$1.46M Buy
4,688
+591
+14% +$226K 0.55% 37
2025
Q1 		$2.15M Sell
4,097
-299
-7% -$153K 0.9% 23
2024
Q4 		$2.22M Sell
4,396
-30
-0.7% -$17K 0.79% 23
2024
Q3 		$2.59M Sell
4,426
-1
-0% -$566 0.91% 16
2024
Q2 		$2.25M Buy
4,427
+901
+26% +$442K 0.82% 20
2024
Q1 		$1.74M Buy
3,526
+555
+19% +$282K 0.64% 30
2023
Q4 		$1.56M Buy
2,971
+53
+2% +$28.3K 0.59% 35
2023
Q3 		$1.47M Sell
2,918
-55
-2% -$27.1K 0.73% 29
2023
Q2 		$1.43M Buy
2,973
+1
+0% +$489 0.63% 33
2023
Q1 		$1.4M Sell
2,972
-311
-9% -$150K 0.72% 33
2022
Q4 		$1.74M Sell
3,283
-300
-8% -$159K 0.99% 20
2022
Q3 		$1.81M Sell
3,583
-44
-1% -$23.1K 1.11% 18
2022
Q2 		$1.86M Buy
3,627
+255
+8% +$128K 1.12% 19
2022
Q1 		$1.72M Buy
3,372
+1
+0% +$482 0.8% 27
2021
Q4 		$1.69M Buy
+3,371
New +$1.53M 0.7% 29

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 Effects's UNH Position: Q2 2026 in Review

Wealth Effects reduced its UnitedHealth (UNH) stake by 1.2% in Q2 2026, selling an estimated $23K and leaving 4,905 shares worth $2.04M. The position accounts for 0.55% of the portfolio, ranked #38.

Wealth Effects first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.59M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Wealth Effects held 4,905 shares of UnitedHealth worth $2.04M as of Q2 2026.
  • Wealth Effects sold 62 UnitedHealth shares in Q2 2026, an estimated $23K.
  • UnitedHealth made up 0.55% of Wealth Effects's portfolio in Q2 2026, its #38 holding.
  • Wealth Effects first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Wealth Effects's UnitedHealth position peaked at $2.59M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.