Wealthspire Advisors (New York)’s UnitedHealth UNH Stock Holding History

Wealthspire Advisors (New York)’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	$6.5M	Buy	15,639 +3,128	+25%	+$1.16M	0.04%	225
2026 Q1	$3.39M	Sell	12,511 -4,887	-28%	-$1.46M	0.03%	207
2025 Q4	$5.74M	Buy	17,398 +5,777	+50%	+$1.96M	0.05%	150
2025 Q3	$4.01M	Sell	11,621 -1,472	-11%	-$445K	0.02%	184
2025 Q2	$4.08M	Sell	13,093 -1,014	-7%	-$388K	0.02%	177
2025 Q1	$7.39M	Buy	14,107 +130	+0.9%	+$66.5K	0.04%	137
2024 Q4	$7.07M	Buy	13,977 +614	+5%	+$349K	0.07%	127
2024 Q3	$7.81M	Buy	13,363 +1,664	+14%	+$941K	0.08%	120
2024 Q2	$5.96M	Sell	11,699 -531	-4%	-$260K	0.08%	104
2024 Q1	$6.05M	Sell	12,230 -285	-2%	-$145K	0.08%	104
2023 Q4	$6.59M	Buy	12,515 +222	+2%	+$118K	0.09%	99
2023 Q3	$6.2M	Buy	12,293 +962	+8%	+$473K	0.1%	95
2023 Q2	$5.45M	Sell	11,331 -134	-1%	-$65.5K	0.09%	94
2023 Q1	$5.42M	Sell	11,465 -3,775	-25%	-$1.82M	0.09%	91
2022 Q4	$8.08M	Buy	15,240 +4,740	+45%	+$2.51M	0.15%	80
2022 Q3	$5.3M	Buy	10,500 +59	+0.6%	+$31K	0.11%	87
2022 Q2	$5.36M	Buy	10,441 +2,682	+35%	+$1.35M	0.11%	82
2022 Q1	$3.96M	Sell	7,759 -4,527	-37%	-$2.18M	0.09%	87
2021 Q4	$6.17M	Sell	12,286 -828	-6%	-$375K	0.14%	73
2021 Q3	$5.12M	Buy	13,114 +4,288	+49%	+$1.78M	0.11%	95
2021 Q2	$3.53M	Sell	8,826 -14,875	-63%	-$5.93M	0.09%	79
2021 Q1	$8.82M	Buy	23,701 +1,609	+7%	+$558K	0.21%	62
2020 Q4	$7.75M	Buy	22,092 +11,327	+105%	+$3.8M	0.23%	58
2020 Q3	$3.36M	Buy	10,765 +5,132	+91%	+$1.58M	0.2%	61
2020 Q2	$1.66M	Sell	5,633 -17,546	-76%	-$5.03M	0.12%	78
2020 Q1	$5.78M	Buy	23,179 +19,941	+616%	+$5.49M	0.24%	61
2019 Q4	$952K	Buy	3,238 +616	+23%	+$161K	0.07%	65
2019 Q3	$570K	Buy	+2,622	New	+$633K	0.05%	78
2019 Q1	–	Sell	-747	Closed	-$186K	–	748
2018 Q4	$186K	Buy	+747	New	+$197K	0.02%	69

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthspire Advisors (New York)'s UNH Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its UnitedHealth (UNH) stake by 25% in Q2 2026, buying an estimated $1.16M and bringing the position to 15,639 shares worth $6.5M. The position accounts for 0.04% of the portfolio, ranked #225.

Wealthspire Advisors (New York) first reported a position in UNH in Q4 2018 and has held it in 29 quarters since. The position peaked at $8.82M in Q1 2021. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Wealthspire Advisors (New York) held 15,639 shares of UnitedHealth worth $6.5M as of Q2 2026.
Wealthspire Advisors (New York) bought 3,128 UnitedHealth shares in Q2 2026, an estimated $1.16M.
UnitedHealth made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #225 holding.
Wealthspire Advisors (New York) first reported a position in UnitedHealth in Q4 2018 and has held it in 29 quarters since.
Wealthspire Advisors (New York)'s UnitedHealth position peaked at $8.82M in Q1 2021.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.