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Wealth Preservation Advisors’s UnitedHealth UNH Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-339
Closed -$91.7K – 896
2026
Q1 		$91.7K Sell
339
-70
-17% -$20.8K 0.08% 110
2025
Q4 		$135K Hold
409
– – 0.07% 115
2025
Q3 		$141K Buy
409
+1
+0.2% +$302 0.08% 102
2025
Q2 		$127K Sell
408
-8
-2% -$3.06K 0.08% 118
2025
Q1 		$218K Buy
+416
New +$213K 0.16% 71

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 $3.38T AUM 44.17% 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 Preservation Advisors's UNH Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 339 shares — an estimated $91.7K sold.

Wealth Preservation Advisors first reported a position in UNH in Q1 2025 and held it in 5 quarters. The position peaked at $218K in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 339 UnitedHealth shares in Q2 2026, an estimated $91.7K.
  • Wealth Preservation Advisors first reported a position in UnitedHealth in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's UnitedHealth position peaked at $218K in Q1 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.