West Wealth Group’s UnitedHealth UNH Stock Holding History

West Wealth Group’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	$307K	Sell	739 -67	-8%	-$24.8K	0.05%	115
2026 Q1	$218K	Buy	806 +100	+14%	+$29.8K	0.04%	126
2025 Q4	$233K	Sell	706 -87	-11%	-$29.5K	0.05%	115
2025 Q3	$287K	Buy	+793	New	+$240K	0.06%	96
2025 Q2	–	Sell	-882	Closed	-$462K	–	120
2025 Q1	$462K	Buy	882 +27	+3%	+$13.8K	0.14%	55
2024 Q4	$433K	Buy	855 +10	+1%	+$5.68K	0.13%	54
2024 Q3	$494K	Buy	845 +15	+2%	+$8.48K	0.16%	48
2024 Q2	$423K	Buy	830 +16	+2%	+$7.84K	0.15%	54
2024 Q1	$403K	Buy	814 +2	+0.2%	+$1.02K	0.15%	53
2023 Q4	$428K	Sell	812 -6	-0.7%	-$3.2K	0.17%	49
2023 Q3	$412K	Buy	818 +222	+37%	+$109K	0.18%	47
2023 Q2	$286K	Buy	596 +1	+0.2%	+$489	0.12%	52
2023 Q1	$281K	Buy	+595	New	+$287K	0.13%	47

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

West Wealth Group's UNH Position: Q2 2026 in Review

West Wealth Group reduced its UnitedHealth (UNH) stake by 8.3% in Q2 2026, selling an estimated $24.8K and leaving 739 shares worth $307K. The position accounts for 0.05% of the portfolio, ranked #115.

West Wealth Group first reported a position in UNH in Q1 2023 and has held it in 13 quarters since. The position peaked at $494K in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

West Wealth Group held 739 shares of UnitedHealth worth $307K as of Q2 2026.
West Wealth Group sold 67 UnitedHealth shares in Q2 2026, an estimated $24.8K.
UnitedHealth made up 0.05% of West Wealth Group's portfolio in Q2 2026, its #115 holding.
West Wealth Group first reported a position in UnitedHealth in Q1 2023 and has held it in 13 quarters since.
West Wealth Group's UnitedHealth position peaked at $494K in Q3 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.