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Wealth Management Partners’s UnitedHealth UNH Stock Holding History

Wealth Management Partners’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 		$741K Sell
1,782
-15
-0.8% -$5.56K 0.17% 93
2026
Q1 		$485K Sell
1,797
-35
-2% -$10.4K 0.14% 106
2025
Q4 		$605K Buy
1,832
+291
+19% +$98.6K 0.17% 90
2025
Q3 		$532K Sell
1,541
-1,701
-52% -$514K 0.17% 91
2025
Q2 		$985K Buy
3,242
+1,008
+45% +$385K 0.35% 62
2025
Q1 		$1.17M Sell
2,234
-544
-20% -$278K 0.54% 39
2024
Q4 		$1.41M Sell
2,778
-121
-4% -$68.8K 0.61% 36
2024
Q3 		$1.7M Sell
2,899
-56
-2% -$31.7K 0.79% 29
2024
Q2 		$1.5M Sell
2,955
-36
-1% -$17.6K 0.73% 30
2024
Q1 		$1.48M Buy
2,991
+121
+4% +$61.5K 0.75% 28
2023
Q4 		$1.51M Buy
2,870
+10
+0.3% +$5.33K 0.84% 26
2023
Q3 		$1.44M Buy
2,860
+262
+10% +$129K 0.9% 26
2023
Q2 		$1.25M Buy
2,598
+155
+6% +$75.8K 0.78% 25
2023
Q1 		$1.15M Buy
2,443
+443
+22% +$214K 0.81% 27
2022
Q4 		$1.22M Hold
2,000
– – 1.02% 23
2022
Q3 		$1.12M Hold
2,000
– – 0.99% 22
2022
Q2 		$1.13M Hold
2,000
– – 0.99% 23
2022
Q1 		$1.08M Hold
2,000
– – 0.77% 31
2021
Q4 		$977K Buy
2,000
+83
+4% +$37.6K 0.67% 36
2021
Q3 		$749K Sell
1,917
-100
-5% -$41.4K 0.55% 47
2021
Q2 		$808K Buy
2,017
+84
+4% +$33.5K 0.56% 49
2021
Q1 		$707K Sell
1,933
-63
-3% -$21.8K 0.53% 53
2020
Q4 		$685K Buy
+1,996
New +$669K 0.54% 49

Other funds holding UNH

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wealth Management Partners's UNH Position: Q2 2026 in Review

Wealth Management Partners reduced its UnitedHealth (UNH) stake by 0.83% in Q2 2026, selling an estimated $5.56K and leaving 1,782 shares worth $741K. The position accounts for 0.17% of the portfolio, ranked #93.

Wealth Management Partners first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.7M in Q3 2024. 1,922 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Wealth Management Partners held 1,782 shares of UnitedHealth worth $741K as of Q2 2026.
  • Wealth Management Partners sold 15 UnitedHealth shares in Q2 2026, an estimated $5.56K.
  • UnitedHealth made up 0.17% of Wealth Management Partners's portfolio in Q2 2026, its #93 holding.
  • Wealth Management Partners first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Wealth Management Partners's UnitedHealth position peaked at $1.7M in Q3 2024.
  • 1,922 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.