Wealth Enhancement Advisory Services
UNH icon

Wealth Enhancement Advisory Services’s UnitedHealth UNH Stock Holding History

Wealth Enhancement Advisory Services’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 		$156K Buy
+400
New +$148K ﹤0.01% 3683

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services's UNH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its UnitedHealth (UNH) stake by 6.9% in Q2 2026, buying an estimated $5.15M and bringing the position to 214,789 shares worth $83.6M. The position accounts for 0.14% of the portfolio, ranked #125.

Wealth Enhancement Advisory Services first reported a position in UNH in Q1 2017 and has held it in 33 quarters since. The position peaked at $296M in Q4 2024. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Wealth Enhancement Advisory Services held 214,789 shares of UnitedHealth worth $83.6M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 13,890 UnitedHealth shares in Q2 2026, an estimated $5.15M.
  • UnitedHealth made up 0.14% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #125 holding.
  • Wealth Enhancement Advisory Services first reported a position in UnitedHealth in Q1 2017 and has held it in 33 quarters since.
  • Wealth Enhancement Advisory Services's UnitedHealth position peaked at $296M in Q4 2024.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.