Werba Rubin Papier Wealth Management’s UnitedHealth UNH Stock Holding History

Werba Rubin Papier Wealth 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	$659K	Buy	1,585 +300	+23%	+$111K	0.08%	132
2026 Q1	$348K	Buy	1,285 +90	+8%	+$26.8K	0.05%	176
2025 Q4	$395K	Buy	1,195 +368	+44%	+$125K	0.11%	128
2025 Q3	$286K	Buy	827 +89	+12%	+$26.9K	0.05%	179
2025 Q2	$230K	Sell	738 -283	-28%	-$108K	0.04%	194
2025 Q1	$535K	Sell	1,021 -11	-1%	-$5.62K	0.12%	101
2024 Q4	$522K	Sell	1,032 -109	-10%	-$61.9K	0.12%	100
2024 Q3	$667K	Buy	1,141 +151	+15%	+$85.4K	0.16%	83
2024 Q2	$504K	Buy	990 +266	+37%	+$130K	0.14%	84
2024 Q1	$358K	Buy	724 +49	+7%	+$24.9K	0.1%	94
2023 Q4	$355K	Buy	675 +47	+7%	+$25.1K	0.12%	73
2023 Q3	$317K	Buy	628 +1	+0.2%	+$492	0.11%	82
2023 Q2	$301K	Buy	+627	New	+$307K	0.1%	86
2023 Q1	–	Sell	-388	Closed	-$205K	–	119
2022 Q4	$205K	Buy	+388	New	+$206K	0.08%	96

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Werba Rubin Papier Wealth Management's UNH Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its UnitedHealth (UNH) stake by 23% in Q2 2026, buying an estimated $111K and bringing the position to 1,585 shares worth $659K. The position accounts for 0.08% of the portfolio, ranked #132.

Werba Rubin Papier Wealth Management first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $667K in Q3 2024. 1,813 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Werba Rubin Papier Wealth Management held 1,585 shares of UnitedHealth worth $659K as of Q2 2026.
Werba Rubin Papier Wealth Management bought 300 UnitedHealth shares in Q2 2026, an estimated $111K.
UnitedHealth made up 0.08% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #132 holding.
Werba Rubin Papier Wealth Management first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
Werba Rubin Papier Wealth Management's UnitedHealth position peaked at $667K in Q3 2024.
1,813 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.