Wedmont Private Capital’s UnitedHealth UNH Stock Holding History

Wedmont Private Capital’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	$5.59M	Buy	13,166 +122	+0.9%	+$45.2K	0.15%	86
2026 Q1	$3.99M	Sell	13,044 -1,951	-13%	-$581K	0.13%	90
2025 Q4	$5.12M	Sell	14,995 -45	-0.3%	-$15.3K	0.18%	72
2025 Q3	$5.47M	Buy	15,040 +4,011	+36%	+$1.21M	0.2%	67
2025 Q2	$3.34M	Sell	11,029 -1,067	-9%	-$408K	0.14%	87
2025 Q1	$7.25M	Sell	12,096 -685	-5%	-$350K	0.37%	43
2024 Q4	$6.65M	Buy	12,781 +501	+4%	+$285K	0.35%	43
2024 Q3	$7.17M	Buy	12,280 +1,339	+12%	+$757K	0.41%	41
2024 Q2	$5.6M	Buy	10,941 +4,804	+78%	+$2.35M	0.35%	44
2024 Q1	$2.82M	Sell	6,137 -1,561	-20%	-$794K	0.21%	69
2023 Q4	$4.13M	Buy	7,698 +1,243	+19%	+$663K	0.34%	42
2023 Q3	$3.4M	Buy	6,455 +1,468	+29%	+$722K	0.34%	47
2023 Q2	$2.39M	Buy	4,987 +623	+14%	+$305K	0.26%	61
2023 Q1	$2.25M	Sell	4,364 -1,347	-24%	-$650K	0.3%	56
2022 Q4	$2.8M	Buy	5,711 +1,192	+26%	+$631K	0.42%	43
2022 Q3	$2.28M	Buy	4,519 +915	+25%	+$481K	0.46%	35
2022 Q2	$1.85M	Buy	3,604 +269	+8%	+$135K	0.4%	40
2022 Q1	$1.7M	Buy	3,335 +1,139	+52%	+$549K	0.38%	49
2021 Q4	$1.03M	Buy	+2,196	New	+$994K	0.32%	58

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

Wedmont Private Capital's UNH Position: Q2 2026 in Review

Wedmont Private Capital increased its UnitedHealth (UNH) stake by 0.94% in Q2 2026, buying an estimated $45.2K and bringing the position to 13,166 shares worth $5.59M. The position accounts for 0.15% of the portfolio, ranked #86.

Wedmont Private Capital first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.25M in Q1 2025. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Wedmont Private Capital held 13,166 shares of UnitedHealth worth $5.59M as of Q2 2026.
Wedmont Private Capital bought 122 UnitedHealth shares in Q2 2026, an estimated $45.2K.
UnitedHealth made up 0.15% of Wedmont Private Capital's portfolio in Q2 2026, its #86 holding.
Wedmont Private Capital first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
Wedmont Private Capital's UnitedHealth position peaked at $7.25M in Q1 2025.
3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.