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Wealth Enhancement Trust Services’s UnitedHealth UNH Stock Holding History

Wealth Enhancement Trust 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 		$752K Buy
1,810
+139
+8% +$51.5K 0.08% 182
2026
Q1 		$452K Buy
1,671
+237
+17% +$70.6K 0.05% 206
2025
Q4 		$473K Buy
+1,434
New +$486K 0.06% 202

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its UnitedHealth (UNH) stake by 8.3% in Q2 2026, buying an estimated $51.5K and bringing the position to 1,810 shares worth $752K. The position accounts for 0.08% of the portfolio, ranked #182.

Wealth Enhancement Trust Services first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 2,635 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,810 shares of UnitedHealth worth $752K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 139 UnitedHealth shares in Q2 2026, an estimated $51.5K.
  • UnitedHealth made up 0.08% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #182 holding.
  • Wealth Enhancement Trust Services first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • 2,635 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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