White Knight Strategic Wealth Advisors’s UnitedHealth UNH Stock Holding History

White Knight Strategic Wealth 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	$326K	Buy	+784	New	+$291K	0.23%	73
2026 Q1	–	Sell	-780	Closed	-$257K	–	95
2025 Q4	$257K	Buy	780 +35	+5%	+$11.9K	0.19%	81
2025 Q3	$257K	Buy	+745	New	+$225K	0.2%	75
2025 Q2	–	Sell	-1,168	Closed	-$612K	–	86
2025 Q1	$612K	Sell	1,168 -1,688	-59%	-$863K	0.56%	39
2024 Q4	$1.44M	Buy	2,856 +1,549	+119%	+$880K	0.6%	34
2024 Q3	$764K	Sell	1,307 -11	-0.8%	-$6.22K	0.69%	35
2024 Q2	$671K	Buy	1,318 +209	+19%	+$102K	0.67%	35
2024 Q1	$549K	Buy	1,109 +359	+48%	+$183K	0.57%	38
2023 Q4	$395K	Hold	750	–	–	0.45%	45
2023 Q3	$378K	Buy	+750	New	+$369K	0.5%	38

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

White Knight Strategic Wealth Advisors's UNH Position: Q2 2026 in Review

White Knight Strategic Wealth Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 784 shares worth $326K. The stake represents 0.23% of the portfolio and ranks #73 among its holdings. This is a return to the name: White Knight Strategic Wealth Advisors previously reported a position in UNH as recently as Q4 2025.

White Knight Strategic Wealth Advisors first reported a position in UNH in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.44M in Q4 2024. 3,385 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

White Knight Strategic Wealth Advisors held 784 shares of UnitedHealth worth $326K as of Q2 2026.
UnitedHealth was a new White Knight Strategic Wealth Advisors position in Q2 2026.
UnitedHealth made up 0.23% of White Knight Strategic Wealth Advisors's portfolio in Q2 2026, its #73 holding.
White Knight Strategic Wealth Advisors first reported a position in UnitedHealth in Q3 2023 and has held it in 10 quarters since.
White Knight Strategic Wealth Advisors's UnitedHealth position peaked at $1.44M in Q4 2024.
3,385 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.