Wealthcare Advisory Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.57M | Sell |
8,579
-12
| -0.1% | -$4.45K | 0.07% | 235 |
|
|
2026
Q1 | $2.32M | Sell |
8,591
-310
| -3% | -$92.3K | 0.05% | 339 |
|
|
2025
Q4 | $2.94M | Sell |
8,901
-62
| -0.7% | -$21K | 0.06% | 278 |
|
|
2025
Q3 | $3.09M | Buy |
8,963
+428
| +5% | +$129K | 0.06% | 246 |
|
|
2025
Q2 | $2.66M | Buy |
8,535
+3,320
| +64% | +$1.27M | 0.06% | 267 |
|
|
2025
Q1 | $2.73M | Buy |
5,215
+82
| +2% | +$41.9K | 0.07% | 232 |
|
|
2024
Q4 | $2.6M | Sell |
5,133
-223
| -4% | -$127K | 0.07% | 225 |
|
|
2024
Q3 | $3.13M | Sell |
5,356
-491
| -8% | -$278K | 0.09% | 195 |
|
|
2024
Q2 | $2.98M | Buy |
5,847
+335
| +6% | +$164K | 0.09% | 175 |
|
|
2024
Q1 | $2.73M | Buy |
5,512
+326
| +6% | +$166K | 0.09% | 187 |
|
|
2023
Q4 | $2.73M | Buy |
5,186
+1,942
| +60% | +$1.04M | 0.11% | 155 |
|
|
2023
Q3 | $1.64M | Buy |
3,244
+55
| +2% | +$27.1K | 0.08% | 201 |
|
|
2023
Q2 | $1.53M | Sell |
3,189
-136
| -4% | -$66.5K | 0.07% | 217 |
|
|
2023
Q1 | $1.57M | Sell |
3,325
-614
| -16% | -$296K | 0.07% | 217 |
|
|
2022
Q4 | $2.09M | Buy |
3,939
+445
| +13% | +$236K | 0.1% | 154 |
|
|
2022
Q3 | $1.76M | Buy |
3,494
+1,018
| +41% | +$535K | 0.1% | 153 |
|
|
2022
Q2 | $1.27M | Buy |
2,476
+354
| +17% | +$178K | 0.08% | 174 |
|
|
2022
Q1 | $1.08M | Buy |
2,122
+136
| +7% | +$65.6K | 0.07% | 182 |
|
|
2021
Q4 | $997K | Buy |
1,986
+323
| +19% | +$146K | 0.06% | 195 |
|
|
2021
Q3 | $650K | Buy |
1,663
+212
| +15% | +$87.8K | 0.04% | 267 |
|
|
2021
Q2 | $581K | Sell |
1,451
-150
| -9% | -$59.8K | 0.04% | 291 |
|
|
2021
Q1 | $596K | Buy |
1,601
+602
| +60% | +$209K | 0.04% | 256 |
|
|
2020
Q4 | $350K | Buy |
999
+134
| +15% | +$44.9K | 0.03% | 299 |
|
|
2020
Q3 | $270K | Buy |
865
+1
| +0.1% | +$307 | 0.03% | 286 |
|
|
2020
Q2 | $255K | Buy |
864
+186
| +27% | +$53.3K | 0.03% | 265 |
|
|
2020
Q1 | $169K | Sell |
678
-245
| -27% | -$67.4K | 0.02% | 288 |
|
|
2019
Q4 | $271K | Buy |
923
+46
| +5% | +$12K | 0.03% | 252 |
|
|
2019
Q3 | $191K | Sell |
877
-99
| -10% | -$23.9K | 0.03% | 282 |
|
|
2019
Q2 | $238K | Buy |
976
+194
| +25% | +$46.7K | 0.04% | 246 |
|
|
2019
Q1 | $193K | Sell |
782
-120
| -13% | -$30.6K | 0.03% | 245 |
|
|
2018
Q4 | $225K | Buy |
902
+1
| +0.1% | +$264 | 0.04% | 199 |
|
|
2018
Q3 | $240K | Hold |
901
| – | – | 0.04% | 198 |
|
|
2018
Q2 | $221K | Buy |
901
+93
| +12% | +$22.3K | 0.04% | 200 |
|
|
2018
Q1 | $173K | Sell |
808
-105
| -12% | -$24K | 0.04% | 209 |
|
|
2017
Q4 | $201K | Buy |
913
+87
| +11% | +$18.4K | 0.05% | 179 |
|
|
2017
Q3 | $162K | Buy |
826
+679
| +462% | +$131K | 0.05% | 162 |
|
|
2017
Q2 | $27K | Hold |
147
| – | – | 0.01% | 58 |
|
|
2017
Q1 | $24K | Hold |
147
| – | – | 0.01% | 60 |
|
|
2016
Q4 | $24K | Hold |
147
| – | – | 0.01% | 62 |
|
|
2016
Q3 | $21K | Hold |
147
| – | – | 0.01% | 53 |
|
|
2016
Q2 | $21K | Buy |
+147
| New | +$19.6K | 0.01% | 67 |
|
Other funds holding UNH
VAM
Wealthcare Advisory Partners's UNH Position: Q2 2026 in Review
Wealthcare Advisory Partners reduced its UnitedHealth (UNH) stake by 0.14% in Q2 2026, selling an estimated $4.45K and leaving 8,579 shares worth $3.57M. The position accounts for 0.07% of the portfolio, ranked #235.
Wealthcare Advisory Partners first reported a position in UNH in Q2 2016 and has held it in 41 quarters since. 1,741 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Wealthcare Advisory Partners held 8,579 shares of UnitedHealth worth $3.57M as of Q2 2026.
- Wealthcare Advisory Partners sold 12 UnitedHealth shares in Q2 2026, an estimated $4.45K.
- UnitedHealth made up 0.07% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #235 holding.
- Wealthcare Advisory Partners first reported a position in UnitedHealth in Q2 2016 and has held it in 41 quarters since.
- 1,741 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.