WFA
UNH icon

Wellspring Financial Advisors’s UnitedHealth UNH Stock Holding History

Wellspring Financial Advisors’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 		$1.3M Sell
3,115
-270
-8% -$100K 0.09% 84
2026
Q1 		$916K Sell
3,385
-1,308
-28% -$390K 0.07% 106
2025
Q4 		$1.55M Buy
4,693
+3,498
+293% +$1.19M 0.12% 61
2025
Q3 		$413K Buy
1,195
+59
+5% +$17.8K 0.04% 102
2025
Q2 		$354K Sell
1,136
-128
-10% -$48.9K 0.04% 102
2025
Q1 		$661K Sell
1,264
-31
-2% -$15.8K 0.07% 68
2024
Q4 		$655K Sell
1,295
-124
-9% -$70.5K 0.07% 68
2024
Q3 		$830K Buy
1,419
+224
+19% +$127K 0.1% 63
2024
Q2 		$608K Buy
1,195
+126
+12% +$61.8K 0.08% 73
2024
Q1 		$529K Buy
1,069
+175
+20% +$89K 0.08% 68
2023
Q4 		$471K Buy
894
+11
+1% +$5.87K 0.12% 73
2023
Q3 		$445K Buy
+883
New +$435K 0.13% 64
2023
Q1 		– Sell
-486
Closed -$258K – 132
2022
Q4 		$258K Hold
486
– – 0.09% 93
2022
Q3 		$246K Sell
486
-34
-7% -$17.9K 0.09% 71
2022
Q2 		$267K Buy
520
+11
+2% +$5.52K 0.09% 70
2022
Q1 		$260K Buy
509
+69
+16% +$33.3K 0.08% 75
2021
Q4 		$221K Buy
+440
New +$199K 0.06% 93

Other funds holding UNH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Wellspring Financial Advisors's UNH Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its UnitedHealth (UNH) stake by 8% in Q2 2026, selling an estimated $100K and leaving 3,115 shares worth $1.3M. The position accounts for 0.09% of the portfolio, ranked #84.

Wellspring Financial Advisors first reported a position in UNH in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.55M in Q4 2025. 1,061 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Wellspring Financial Advisors held 3,115 shares of UnitedHealth worth $1.3M as of Q2 2026.
  • Wellspring Financial Advisors sold 270 UnitedHealth shares in Q2 2026, an estimated $100K.
  • UnitedHealth made up 0.09% of Wellspring Financial Advisors's portfolio in Q2 2026, its #84 holding.
  • Wellspring Financial Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 17 quarters since.
  • Wellspring Financial Advisors's UnitedHealth position peaked at $1.55M in Q4 2025.
  • 1,061 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.