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Wealthquest’s UnitedHealth UNH Stock Holding History

Wealthquest’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 		$424K Buy
+1,019
New +$378K 0.03% 106
2026
Q1 		– Sell
-647
Closed -$214K – 158
2025
Q4 		$214K Buy
+647
New +$219K 0.02% 139
2025
Q2 		– Sell
-450
Closed -$236K – 140
2025
Q1 		$236K Sell
450
-20
-4% -$10.2K 0.02% 113
2024
Q4 		$238K Buy
470
+34
+8% +$19.3K 0.02% 114
2024
Q3 		$254K Sell
436
-8
-2% -$4.53K 0.02% 108
2024
Q2 		$226K Buy
444
+20
+5% +$9.8K 0.02% 117
2024
Q1 		$210K Hold
424
– – 0.02% 126
2023
Q4 		$223K Sell
424
-16
-4% -$8.53K 0.02% 124
2023
Q3 		$222K Buy
440
+16
+4% +$7.87K 0.03% 120
2023
Q2 		$204K Hold
424
– – 0.02% 118
2023
Q1 		$200K Sell
424
-30
-7% -$14.5K 0.03% 120
2022
Q4 		$241K Sell
454
-16
-3% -$8.47K 0.03% 113
2022
Q3 		$237K Buy
470
+20
+4% +$10.5K 0.03% 112
2022
Q2 		$231K Buy
450
+29
+7% +$14.6K 0.03% 111
2022
Q1 		$211K Hold
421
– – 0.03% 137
2021
Q4 		$211K Buy
+421
New +$191K 0.03% 137
2021
Q3 		– Sell
-528
Closed -$211K – 147
2021
Q2 		$211K Buy
+528
New +$211K 0.04% 138

Other funds holding UNH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Wealthquest's UNH Position: Q2 2026 in Review

Wealthquest opened a new position in UnitedHealth (UNH) in Q2 2026: 1,019 shares worth $424K. The stake represents 0.03% of the portfolio and ranks #106 among its holdings. This is a return to the name: Wealthquest previously reported a position in UNH as recently as Q4 2025.

Wealthquest first reported a position in UNH in Q2 2021 and has held it in 17 quarters since. 1,119 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Wealthquest held 1,019 shares of UnitedHealth worth $424K as of Q2 2026.
  • UnitedHealth was a new Wealthquest position in Q2 2026.
  • UnitedHealth made up 0.03% of Wealthquest's portfolio in Q2 2026, its #106 holding.
  • Wealthquest first reported a position in UnitedHealth in Q2 2021 and has held it in 17 quarters since.
  • 1,119 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.