WWM
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Western Wealth Management’s UnitedHealth UNH Stock Holding History

Western 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 		$4.88M Sell
11,736
-2,033
-15% -$754K 0.16% 128
2026
Q1 		$3.73M Buy
13,769
+5,232
+61% +$1.56M 0.14% 144
2025
Q4 		$2.82M Sell
8,537
-5
-0.1% -$1.69K 0.13% 166
2025
Q3 		$2.95M Sell
8,542
-313
-4% -$94.7K 0.16% 127
2025
Q2 		$2.76M Buy
8,855
+299
+3% +$114K 0.16% 124
2025
Q1 		$4.48M Sell
8,556
-3,759
-31% -$1.92M 0.3% 74
2024
Q4 		$6.23M Buy
12,315
+555
+5% +$315K 0.33% 59
2024
Q3 		$6.88M Buy
11,760
+3,295
+39% +$1.86M 0.39% 49
2024
Q2 		$4.31M Buy
8,465
+179
+2% +$87.7K 0.32% 62
2024
Q1 		$4.1M Sell
8,286
-2,945
-26% -$1.5M 0.32% 64
2023
Q4 		$5.91M Sell
11,231
-44
-0.4% -$23.5K 0.43% 46
2023
Q3 		$5.68M Buy
11,275
+939
+9% +$462K 0.48% 38
2023
Q2 		$4.97M Buy
10,336
+278
+3% +$136K 0.42% 41
2023
Q1 		$4.75M Sell
10,058
-169
-2% -$81.6K 0.44% 43
2022
Q4 		$5.42M Sell
10,227
-6,820
-40% -$3.61M 0.55% 35
2022
Q3 		$8.74M Buy
17,047
+2,442
+17% +$1.28M 0.5% 37
2022
Q2 		$7.52M Buy
14,605
+1,431
+11% +$719K 0.43% 45
2022
Q1 		$6.72M Buy
13,174
+7,061
+116% +$3.41M 0.33% 64
2021
Q4 		$3.09M Buy
+6,113
New +$2.77M 0.3% 69
2021
Q2 		$3.05M Buy
7,622
+3,091
+68% +$1.23M 0.31% 69
2021
Q1 		$1.69M Sell
4,531
-2,244
-33% -$778K 0.23% 101
2020
Q4 		$2.38M Buy
6,775
+326
+5% +$109K 0.35% 65
2020
Q3 		$2.01M Buy
6,449
+239
+4% +$73.4K 0.33% 68
2020
Q2 		$1.83M Buy
6,210
+343
+6% +$98.3K 0.33% 69
2020
Q1 		$1.46M Buy
5,867
+325
+6% +$89.4K 0.33% 74
2019
Q4 		$1.63M Buy
5,542
+976
+21% +$255K 0.25% 94
2019
Q3 		$997K Buy
4,566
+303
+7% +$73.1K 0.21% 118
2019
Q2 		$1.04M Sell
4,263
-2,248
-35% -$541K 0.14% 128
2019
Q1 		$1.61M Buy
6,511
+333
+5% +$84.9K 0.36% 67
2018
Q4 		$1.53M Buy
+6,178
New +$1.63M 0.41% 53

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

Western Wealth Management's UNH Position: Q2 2026 in Review

Western Wealth Management reduced its UnitedHealth (UNH) stake by 15% in Q2 2026, selling an estimated $754K and leaving 11,736 shares worth $4.88M. The position accounts for 0.16% of the portfolio, ranked #128.

Western Wealth Management first reported a position in UNH in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.74M in Q3 2022. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Western Wealth Management held 11,736 shares of UnitedHealth worth $4.88M as of Q2 2026.
  • Western Wealth Management sold 2,033 UnitedHealth shares in Q2 2026, an estimated $754K.
  • UnitedHealth made up 0.16% of Western Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Western Wealth Management first reported a position in UnitedHealth in Q4 2018 and has held it in 30 quarters since.
  • Western Wealth Management's UnitedHealth position peaked at $8.74M in Q3 2022.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.