WF
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Whelan Financial’s UnitedHealth UNH Stock Holding History

Whelan Financial’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 		$300K Buy
+722
New +$268K 0.08% 77
2026
Q1 		– Sell
-617
Closed -$204K – 97
2025
Q4 		$204K Sell
617
-141
-19% -$47.8K 0.06% 91
2025
Q3 		$262K Buy
+758
New +$229K 0.08% 74
2025
Q2 		– Sell
-403
Closed -$211K – 67
2025
Q1 		$211K Sell
403
-42
-9% -$21.5K 0.08% 60
2024
Q4 		$225K Buy
+445
New +$253K 0.09% 54

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Whelan Financial's UNH Position: Q2 2026 in Review

Whelan Financial opened a new position in UnitedHealth (UNH) in Q2 2026: 722 shares worth $300K. The stake represents 0.08% of the portfolio and ranks #77 among its holdings. This is a return to the name: Whelan Financial previously reported a position in UNH as recently as Q4 2025.

Whelan Financial first reported a position in UNH in Q4 2024 and has held it in 5 quarters since. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Whelan Financial held 722 shares of UnitedHealth worth $300K as of Q2 2026.
  • UnitedHealth was a new Whelan Financial position in Q2 2026.
  • UnitedHealth made up 0.08% of Whelan Financial's portfolio in Q2 2026, its #77 holding.
  • Whelan Financial first reported a position in UnitedHealth in Q4 2024 and has held it in 5 quarters since.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.