Wealth Watch Advisors’s UnitedHealth UNH Stock Holding History

Wealth Watch 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	$222K	Buy	+535	New	+$198K	0.07%	116
2026 Q1	–	Sell	-354	Closed	-$117K	–	829
2025 Q4	$117K	Sell	354 -12	-3%	-$4.07K	0.04%	129
2025 Q3	$126K	Buy	+366	New	+$111K	0.05%	111
2025 Q2	–	Sell	-387	Closed	-$204K	–	105
2025 Q1	$204K	Sell	387 -116	-23%	-$59.3K	0.17%	66
2024 Q4	$244K	Buy	+503	New	+$286K	0.15%	68

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealth Watch Advisors's UNH Position: Q2 2026 in Review

Wealth Watch Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 535 shares worth $222K. The stake represents 0.07% of the portfolio and ranks #116 among its holdings. This is a return to the name: Wealth Watch Advisors previously reported a position in UNH as recently as Q4 2025.

Wealth Watch Advisors first reported a position in UNH in Q4 2024 and has held it in 5 quarters since. The position peaked at $244K in Q4 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Wealth Watch Advisors held 535 shares of UnitedHealth worth $222K as of Q2 2026.
UnitedHealth was a new Wealth Watch Advisors position in Q2 2026.
UnitedHealth made up 0.07% of Wealth Watch Advisors's portfolio in Q2 2026, its #116 holding.
Wealth Watch Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 5 quarters since.
Wealth Watch Advisors's UnitedHealth position peaked at $244K in Q4 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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