Wealth Forward LLC’s UnitedHealth UNH Stock Holding History

Wealth Forward LLC’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	$426K	Hold	1,025	–	–	0.21%	30
2026 Q1	$277K	Hold	1,025	–	–	0.16%	35
2025 Q4	$338K	Buy	1,025 +13	+1%	+$4.41K	0.19%	29
2025 Q3	$349K	Hold	1,012	–	–	0.2%	28
2025 Q2	$316K	Hold	1,012	–	–	0.21%	25
2025 Q1	$530K	Hold	1,012	–	–	0.38%	21
2024 Q4	$512K	Sell	1,012 -255	-20%	-$145K	0.36%	21
2024 Q3	$741K	Hold	1,267	–	–	0.52%	19
2024 Q2	$645K	Hold	1,267	–	–	0.5%	19
2024 Q1	$627K	Hold	1,267	–	–	0.49%	19
2023 Q4	$667K	Buy	+1,267	New	+$676K	0.56%	18

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Wealth Forward LLC's UNH Position: Q2 2026 in Review

Wealth Forward LLC held its UnitedHealth (UNH) position steady in Q2 2026 at 1,025 shares worth $426K. The position accounts for 0.21% of the portfolio, ranked #30.

Wealth Forward LLC first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $741K in Q3 2024. 1,782 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Wealth Forward LLC held 1,025 shares of UnitedHealth worth $426K as of Q2 2026.
Wealth Forward LLC left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.21% of Wealth Forward LLC's portfolio in Q2 2026, its #30 holding.
Wealth Forward LLC first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Wealth Forward LLC's UnitedHealth position peaked at $741K in Q3 2024.
1,782 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wealth Forward LLC's 13F filing for Q2 2026, filed 29 Jul 2026.