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WealthCollab’s UnitedHealth UNH Stock Holding History

WealthCollab’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 		$34.1K Buy
82
+21
+34% +$7.78K 0.01% 299
2026
Q1 		$16.5K Buy
61
+16
+36% +$4.76K 0.01% 422
2025
Q4 		$14.9K Sell
45
-41
-48% -$13.9K 0.01% 463
2025
Q3 		$29.7K Sell
86
-8
-9% -$2.42K 0.01% 283
2025
Q2 		$29.3K Sell
94
-1
-1% -$382 0.02% 267
2025
Q1 		$49.8K Buy
95
+6
+7% +$3.07K 0.03% 163
2024
Q4 		$45K Sell
89
-63
-41% -$35.8K 0.03% 172
2024
Q3 		$88.9K Hold
152
– – 0.06% 113
2024
Q2 		$77.4K Hold
152
– – 0.06% 116
2024
Q1 		$75.2K Hold
152
– – 0.06% 114
2023
Q4 		$80K Buy
+152
New +$81.1K 0.06% 102

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 $3.37T AUM 44.26% 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

WealthCollab's UNH Position: Q2 2026 in Review

WealthCollab increased its UnitedHealth (UNH) stake by 34% in Q2 2026, buying an estimated $7.78K and bringing the position to 82 shares worth $34.1K. The position accounts for 0.01% of the portfolio, ranked #299.

WealthCollab first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $88.9K in Q3 2024. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • WealthCollab held 82 shares of UnitedHealth worth $34.1K as of Q2 2026.
  • WealthCollab bought 21 UnitedHealth shares in Q2 2026, an estimated $7.78K.
  • UnitedHealth made up 0.01% of WealthCollab's portfolio in Q2 2026, its #299 holding.
  • WealthCollab first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • WealthCollab's UnitedHealth position peaked at $88.9K in Q3 2024.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.