WFA of San Diego’s UnitedHealth UNH Stock Holding History

WFA of San Diego’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	–	Sell	-52	Closed	-$14.1K	–	355
2026 Q1	$14.1K	Hold	52	–	–	0.01%	279
2025 Q4	$17.2K	Sell	52 -400	-88%	-$136K	0.01%	274
2025 Q3	$156K	Sell	452 -34	-7%	-$10.3K	0.11%	112
2025 Q2	$152K	Buy	+486	New	+$186K	0.11%	109
2024 Q3	$270K	Sell	461 -10	-2%	-$5.66K	0.23%	81
2024 Q2	$240K	Buy	+471	New	+$231K	0.21%	82
2023 Q3	$35.8K	Sell	71 -10	-12%	-$4.92K	0.04%	197
2023 Q2	$38.9K	Buy	+81	New	+$39.6K	0.04%	192
2023 Q1	–	Sell	-79	Closed	-$41.9K	–	396
2022 Q4	$41.9K	Buy	+79	New	+$41.8K	0.03%	208
2022 Q3	–	Sell	-79	Closed	-$41K	–	373
2022 Q2	$41K	Buy	+79	New	+$39.7K	0.04%	173
2021 Q1	–	Sell	-99	Closed	-$350K	–	124
2020 Q4	$350K	Buy	+99	New	+$33.2K	0.09%	22
2020 Q3	–	Sell	-810	Closed	-$242K	–	233
2020 Q2	$242K	Buy	+810	New	+$232K	0.06%	227

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 $3.38T AUM 44.17% 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

WFA of San Diego's UNH Position: Q2 2026 in Review

WFA of San Diego sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 52 shares — an estimated $14.1K sold.

WFA of San Diego first reported a position in UNH in Q2 2020 and held it in 12 quarters. The position peaked at $350K in Q4 2020. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

WFA of San Diego reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 52 UnitedHealth shares in Q2 2026, an estimated $14.1K.
WFA of San Diego first reported a position in UnitedHealth in Q2 2020 and held it in 12 quarters.
WFA of San Diego's UnitedHealth position peaked at $350K in Q4 2020.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.