Wealthedge Investment Advisors’s UnitedHealth UNH Stock Holding History

Wealthedge Investment 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	Sell	535 -8,085	-94%	-$3M	0.08%	135
2026 Q1	$2.33M	Buy	8,620 +1,580	+22%	+$471K	0.86%	33
2025 Q4	$2.32M	Buy	7,040 +1,893	+37%	+$642K	0.86%	35
2025 Q3	$1.78M	Buy	+5,147	New	+$1.56M	0.67%	45
2025 Q2	–	Sell	-911	Closed	-$478K	–	197
2025 Q1	$478K	Sell	911 -260	-22%	-$133K	0.22%	92
2024 Q4	$592K	Buy	+1,171	New	+$665K	0.27%	86

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

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

Wealthedge Investment Advisors's UNH Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its UnitedHealth (UNH) stake by 94% in Q2 2026, selling an estimated $3M and leaving 535 shares worth $222K. The position accounts for 0.08% of the portfolio, ranked #135.

Wealthedge Investment Advisors first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.33M in Q1 2026. 1,798 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Wealthedge Investment Advisors held 535 shares of UnitedHealth worth $222K as of Q2 2026.
Wealthedge Investment Advisors sold 8,085 UnitedHealth shares in Q2 2026, an estimated $3M.
UnitedHealth made up 0.08% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #135 holding.
Wealthedge Investment Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
Wealthedge Investment Advisors's UnitedHealth position peaked at $2.33M in Q1 2026.
1,798 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.