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West Michigan Advisors’s UnitedHealth UNH Stock Holding History

West Michigan 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 		$834K Hold
3,082
– – 0.18% 128
2026
Q1 		$834K Buy
3,082
+727
+31% +$217K 0.18% 128
2025
Q4 		$777K Sell
2,355
-410
-15% -$139K 0.18% 125
2025
Q3 		$955K Buy
2,765
+578
+26% +$175K 0.23% 101
2025
Q2 		$682K Sell
2,187
-18
-0.8% -$6.88K 0.19% 92
2025
Q1 		$1.15M Sell
2,205
-806
-27% -$412K 0.38% 56
2024
Q4 		$1.52M Buy
3,011
+80
+3% +$45.5K 0.46% 48
2024
Q3 		$1.71M Buy
2,931
+561
+24% +$317K 0.52% 47
2024
Q2 		$1.21M Sell
2,370
-10
-0.4% -$4.9K 0.38% 48
2024
Q1 		$1.18M Buy
2,380
+53
+2% +$26.9K 0.38% 51
2023
Q4 		$1.22M Sell
2,327
-96
-4% -$51.2K 0.46% 48
2023
Q3 		$1.22M Sell
2,423
-22
-0.9% -$10.8K 0.65% 43
2023
Q2 		$1.18M Sell
2,445
-198
-7% -$96.8K 0.47% 60
2023
Q1 		$1.25M Buy
2,643
+1,397
+112% +$674K 0.71% 37
2022
Q4 		$661K Sell
1,246
-46
-4% -$24.4K 0.48% 46
2022
Q3 		$653K Sell
1,292
-1
-0.1% -$526 0.57% 43
2022
Q2 		$664K Buy
1,293
+95
+8% +$47.7K 0.57% 45
2022
Q1 		$611K Buy
1,198
+8
+0.7% +$3.86K 0.41% 54
2021
Q4 		$598K Buy
+1,190
New +$539K 0.45% 50

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

West Michigan Advisors's UNH Position: Q2 2026 in Review

West Michigan Advisors held its UnitedHealth (UNH) position steady in Q2 2026 at 3,082 shares worth $834K. The position accounts for 0.18% of the portfolio, ranked #128.

West Michigan Advisors first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.71M in Q3 2024. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • West Michigan Advisors held 3,082 shares of UnitedHealth worth $834K as of Q2 2026.
  • West Michigan Advisors left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.18% of West Michigan Advisors's portfolio in Q2 2026, its #128 holding.
  • West Michigan Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • West Michigan Advisors's UnitedHealth position peaked at $1.71M in Q3 2024.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.