Wealthcare Capital Partners’s UnitedHealth UNH Stock Holding History

Wealthcare Capital 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	$950K	Buy	2,285 +70	+3%	+$25.9K	0.39%	58
2026 Q1	$599K	Sell	2,215 -66	-3%	-$19.7K	0.28%	70
2025 Q4	$753K	Sell	2,281 -37,566	-94%	-$12.7M	0.35%	56
2025 Q3	$13.8M	Buy	39,847 +24	+0.1%	+$7.26K	6.32%	3
2025 Q2	$12.4M	Sell	39,823 -220	-0.5%	-$84.1K	6.25%	3
2025 Q1	$21M	Sell	40,043 -190	-0.5%	-$97.1K	10.78%	2
2024 Q4	$20.4M	Buy	+40,233	New	+$22.9M	10.6%	3

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealthcare Capital Partners's UNH Position: Q2 2026 in Review

Wealthcare Capital Partners increased its UnitedHealth (UNH) stake by 3.2% in Q2 2026, buying an estimated $25.9K and bringing the position to 2,285 shares worth $950K. The position accounts for 0.39% of the portfolio, ranked #58.

Wealthcare Capital Partners first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $21M in Q1 2025. 1,540 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Wealthcare Capital Partners held 2,285 shares of UnitedHealth worth $950K as of Q2 2026.
Wealthcare Capital Partners bought 70 UnitedHealth shares in Q2 2026, an estimated $25.9K.
UnitedHealth made up 0.39% of Wealthcare Capital Partners's portfolio in Q2 2026, its #58 holding.
Wealthcare Capital Partners first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
Wealthcare Capital Partners's UnitedHealth position peaked at $21M in Q1 2025.
1,540 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.