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Whipplewood Advisors’s UnitedHealth UNH Stock Holding History

Whipplewood 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 		$63.2K Sell
152
-358
-70% -$133K 0.04% 131
2026
Q1 		$138K Buy
510
+177
+53% +$52.7K 0.07% 164
2025
Q4 		$110K Buy
333
+13
+4% +$4.41K 0.07% 153
2025
Q3 		$110K Sell
320
-661
-67% -$200K 0.07% 147
2025
Q2 		$306K Sell
981
-141
-13% -$53.9K 0.17% 123
2025
Q1 		$621K Sell
1,122
-114
-9% -$58.3K 0.37% 70
2024
Q4 		$625K Buy
+1,236
New +$702K 0.36% 71

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

Whipplewood Advisors's UNH Position: Q2 2026 in Review

Whipplewood Advisors reduced its UnitedHealth (UNH) stake by 70% in Q2 2026, selling an estimated $133K and leaving 152 shares worth $63.2K. The position accounts for 0.04% of the portfolio, ranked #131.

Whipplewood Advisors first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $625K in Q4 2024. 1,728 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Whipplewood Advisors held 152 shares of UnitedHealth worth $63.2K as of Q2 2026.
  • Whipplewood Advisors sold 358 UnitedHealth shares in Q2 2026, an estimated $133K.
  • UnitedHealth made up 0.04% of Whipplewood Advisors's portfolio in Q2 2026, its #131 holding.
  • Whipplewood Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's UnitedHealth position peaked at $625K in Q4 2024.
  • 1,728 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.