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Weinberger Asset Management’s UnitedHealth UNH Stock Holding History

Weinberger Asset Management’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 		$742K Sell
1,791
-64
-3% -$23.7K 0.24% 60
2026
Q1 		$502K Sell
1,855
-13
-0.7% -$3.87K 0.19% 67
2025
Q4 		$617K Sell
1,868
-263
-12% -$89.1K 0.22% 56
2025
Q3 		$736K Buy
2,131
+67
+3% +$20.3K 0.27% 50
2025
Q2 		$644K Sell
2,064
-133
-6% -$50.8K 0.25% 54
2025
Q1 		$1.15M Sell
2,197
-23
-1% -$11.8K 0.49% 40
2024
Q4 		$1.12M Sell
2,220
-16
-0.7% -$9.09K 0.47% 40
2024
Q3 		$1.31M Buy
2,236
+21
+0.9% +$11.9K 0.56% 37
2024
Q2 		$1.13M Buy
2,215
+7
+0.3% +$3.43K 0.53% 37
2024
Q1 		$1.09M Sell
2,208
-165
-7% -$83.9K 0.53% 38
2023
Q4 		$1.25M Buy
2,373
+17
+0.7% +$9.07K 0.64% 36
2023
Q3 		$1.19M Sell
2,356
-52
-2% -$25.6K 0.68% 32
2023
Q2 		$1.16M Sell
2,408
-9
-0.4% -$4.4K 0.64% 33
2023
Q1 		$1.14M Buy
2,417
+4
+0.2% +$1.93K 0.66% 31
2022
Q4 		$1.28M Buy
2,413
+10
+0.4% +$5.3K 0.79% 29
2022
Q3 		$1.21M Buy
2,403
+7
+0.3% +$3.68K 0.84% 27
2022
Q2 		$1.23M Buy
2,396
+8
+0.3% +$4.02K 0.81% 28
2022
Q1 		$1.22M Buy
2,388
+23
+1% +$11.1K 1.04% 21
2021
Q4 		$1.19M Buy
+2,365
New +$1.07M 0.97% 22

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

Weinberger Asset Management's UNH Position: Q2 2026 in Review

Weinberger Asset Management reduced its UnitedHealth (UNH) stake by 3.5% in Q2 2026, selling an estimated $23.7K and leaving 1,791 shares worth $742K. The position accounts for 0.24% of the portfolio, ranked #60.

Weinberger Asset Management first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.31M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Weinberger Asset Management held 1,791 shares of UnitedHealth worth $742K as of Q2 2026.
  • Weinberger Asset Management sold 64 UnitedHealth shares in Q2 2026, an estimated $23.7K.
  • UnitedHealth made up 0.24% of Weinberger Asset Management's portfolio in Q2 2026, its #60 holding.
  • Weinberger Asset Management first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Weinberger Asset Management's UnitedHealth position peaked at $1.31M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Weinberger Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.