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Wealth Management Associates’s UnitedHealth UNH Stock Holding History

Wealth Management Associates’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 		$552K Buy
1,328
+4
+0.3% +$1.48K 0.15% 120
2026
Q1 		$358K Buy
1,324
+4
+0.3% +$1.19K 0.12% 147
2025
Q4 		$436K Buy
1,320
+16
+1% +$5.42K 0.15% 128
2025
Q3 		$450K Buy
1,304
+573
+78% +$173K 0.16% 119
2025
Q2 		$228K Sell
731
-571
-44% -$218K 0.09% 198
2025
Q1 		$682K Sell
1,302
-93
-7% -$47.5K 0.29% 68
2024
Q4 		$705K Buy
1,395
+139
+11% +$79K 0.3% 66
2024
Q3 		$734K Buy
1,256
+199
+19% +$113K 0.32% 63
2024
Q2 		$538K Hold
1,057
– – 0.25% 81
2024
Q1 		$538K Sell
1,057
-549
-34% -$279K 0.25% 81
2023
Q4 		$846K Buy
1,606
+80
+5% +$42.7K 0.45% 56
2023
Q3 		$769K Sell
1,526
-592
-28% -$291K 0.45% 55
2023
Q2 		$1.02M Sell
2,118
-40
-2% -$19.6K 0.58% 41
2023
Q1 		$1.02M Buy
2,158
+16
+0.7% +$7.72K 0.63% 37
2022
Q4 		$1.14M Sell
2,142
-394
-16% -$209K 0.76% 32
2022
Q3 		$1.28M Buy
2,536
+168
+7% +$88.3K 0.9% 24
2022
Q2 		$1.22M Sell
2,368
-26
-1% -$13.1K 0.83% 25
2022
Q1 		$1.22M Buy
2,394
+255
+12% +$123K 0.69% 29
2021
Q4 		$1.07M Sell
2,139
-516
-19% -$234K 0.58% 37
2021
Q3 		$1.04M Buy
2,655
+174
+7% +$72.1K 0.61% 36
2021
Q2 		$993K Sell
2,481
-199
-7% -$79.3K 0.56% 38
2021
Q1 		$997K Sell
2,680
-16
-0.6% -$5.54K 0.63% 34
2020
Q4 		$945K Hold
2,696
– – 0.62% 35
2020
Q3 		$841K Sell
2,696
-10
-0.4% -$3.07K 0.65% 34
2020
Q2 		$798K Buy
2,706
+105
+4% +$30.1K 0.67% 35
2020
Q1 		$649K Buy
2,601
+61
+2% +$16.8K 0.66% 36
2019
Q4 		$747K Hold
2,540
– – 0.53% 43
2019
Q3 		$552K Buy
+2,540
New +$613K 0.44% 54

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 Management Associates's UNH Position: Q2 2026 in Review

Wealth Management Associates increased its UnitedHealth (UNH) stake by 0.3% in Q2 2026, buying an estimated $1.48K and bringing the position to 1,328 shares worth $552K. The position accounts for 0.15% of the portfolio, ranked #120.

Wealth Management Associates first reported a position in UNH in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.28M in Q3 2022. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Wealth Management Associates held 1,328 shares of UnitedHealth worth $552K as of Q2 2026.
  • Wealth Management Associates bought 4 UnitedHealth shares in Q2 2026, an estimated $1.48K.
  • UnitedHealth made up 0.15% of Wealth Management Associates's portfolio in Q2 2026, its #120 holding.
  • Wealth Management Associates first reported a position in UnitedHealth in Q3 2019 and has held it in 28 quarters since.
  • Wealth Management Associates's UnitedHealth position peaked at $1.28M in Q3 2022.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.