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WealthShield Partners’s UnitedHealth UNH Stock Holding History

WealthShield 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 		$2.23M Sell
5,377
-1,055
-16% -$391K 0.34% 84
2026
Q1 		$1.74M Sell
6,432
-6,950
-52% -$2.07M 0.19% 139
2025
Q4 		$4.42M Buy
13,382
+2,303
+21% +$780K 0.49% 59
2025
Q3 		$3.83M Buy
11,079
+1,076
+11% +$325K 0.43% 61
2025
Q2 		$3.12M Buy
10,003
+1,071
+12% +$409K 0.38% 70
2025
Q1 		$4.68M Buy
8,932
+1,144
+15% +$585K 0.6% 45
2024
Q4 		$3.94M Buy
7,788
+129
+2% +$73.3K 0.56% 46
2024
Q3 		$4.48M Buy
7,659
+287
+4% +$162K 0.61% 43
2024
Q2 		$3.75M Buy
7,372
+581
+9% +$285K 0.57% 43
2024
Q1 		$3.36M Buy
6,791
+36
+0.5% +$18.3K 0.54% 47
2023
Q4 		$3.56M Buy
6,755
+1,682
+33% +$897K 0.59% 40
2023
Q3 		$2.56M Sell
5,073
-4,558
-47% -$2.24M 0.39% 69
2023
Q2 		$4.63M Buy
9,631
+1,712
+22% +$837K 0.7% 34
2023
Q1 		$3.74M Buy
7,919
+1,956
+33% +$944K 0.6% 38
2022
Q4 		$3.16M Buy
5,963
+963
+19% +$510K 0.61% 38
2022
Q3 		$2.52M Buy
5,000
+646
+15% +$340K 0.5% 55
2022
Q2 		$2.24M Buy
4,354
+101
+2% +$50.7K 0.44% 59
2022
Q1 		$2.17M Buy
4,253
+263
+7% +$127K 0.35% 68
2021
Q4 		$2M Buy
3,990
+327
+9% +$148K 0.33% 67
2021
Q3 		$1.43M Buy
3,663
+96
+3% +$39.8K 0.38% 62
2021
Q2 		$1.43M Buy
3,567
+622
+21% +$248K 0.22% 81
2021
Q1 		$1.1M Buy
2,945
+217
+8% +$75.2K 0.2% 93
2020
Q4 		$957K Buy
2,728
+540
+25% +$181K 0.18% 105
2020
Q3 		$682K Buy
2,188
+747
+52% +$229K 0.24% 95
2020
Q2 		$425K Buy
1,441
+504
+54% +$144K 0.2% 115
2020
Q1 		$234K Buy
937
+87
+10% +$23.9K 0.14% 138
2019
Q4 		$250K Buy
+850
New +$222K 0.12% 160

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

WealthShield Partners's UNH Position: Q2 2026 in Review

WealthShield Partners reduced its UnitedHealth (UNH) stake by 16% in Q2 2026, selling an estimated $391K and leaving 5,377 shares worth $2.23M. The position accounts for 0.34% of the portfolio, ranked #84.

WealthShield Partners first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.68M in Q1 2025. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • WealthShield Partners held 5,377 shares of UnitedHealth worth $2.23M as of Q2 2026.
  • WealthShield Partners sold 1,055 UnitedHealth shares in Q2 2026, an estimated $391K.
  • UnitedHealth made up 0.34% of WealthShield Partners's portfolio in Q2 2026, its #84 holding.
  • WealthShield Partners first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • WealthShield Partners's UnitedHealth position peaked at $4.68M in Q1 2025.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.