Wedbush Fund Advisers’s UnitedHealth UNH Stock Holding History

Wedbush Fund Advisers’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	–	Sell	-35	Closed	-$9.47K	–	126
2026 Q1	$9.47K	Buy	+35	New	+$10.4K	﹤0.01%	76

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 $3.37T AUM 44.26% 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

Wedbush Fund Advisers's UNH Position: Q2 2026 in Review

Wedbush Fund Advisers sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 35 shares — an estimated $9.47K sold.

Wedbush Fund Advisers first reported a position in UNH in Q1 2026 and held it in 1 quarter. The position peaked at $9.47K in Q1 2026. 3,325 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Wedbush Fund Advisers reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
Wedbush Fund Advisers sold 35 UnitedHealth shares in Q2 2026, an estimated $9.47K.
Wedbush Fund Advisers first reported a position in UnitedHealth in Q1 2026 and held it in 1 quarter.
Wedbush Fund Advisers's UnitedHealth position peaked at $9.47K in Q1 2026.
3,325 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wedbush Fund Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.