Wick Capital Partners’s UnitedHealth UNH Stock Holding History

Wick Capital Partners’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	$446K	Buy	+1,073	New	+$398K	0.07%	115
2025 Q2	–	Sell	-541	Closed	-$283K	–	114
2025 Q1	$283K	Sell	541 -14	-3%	-$7.16K	0.08%	84
2024 Q4	$280K	Buy	555 +74	+15%	+$42K	0.08%	81
2024 Q3	$281K	Hold	481	–	–	0.09%	66
2024 Q2	$245K	Buy	481 +16	+3%	+$7.84K	0.08%	68
2024 Q1	$230K	Hold	465	–	–	0.22%	41
2023 Q4	$245K	Buy	465 +53	+13%	+$28.3K	0.1%	60
2023 Q3	$208K	Buy	+412	New	+$203K	0.12%	62
2023 Q2	–	Sell	-433	Closed	-$204K	–	65
2023 Q1	$204K	Buy	433 +45	+12%	+$21.7K	0.12%	64
2022 Q4	$206K	Buy	+388	New	+$206K	0.12%	55
2022 Q2	–	Sell	-1,035	Closed	-$528K	–	67
2022 Q1	$528K	Sell	1,035 -278	-21%	-$134K	0.35%	28
2021 Q4	$659K	Buy	+1,313	New	+$594K	0.51%	26

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

Wick Capital Partners's UNH Position: Q2 2026 in Review

Wick Capital Partners opened a new position in UnitedHealth (UNH) in Q2 2026: 1,073 shares worth $446K. The stake represents 0.07% of the portfolio and ranks #115 among its holdings. This is a return to the name: Wick Capital Partners previously reported a position in UNH as recently as Q1 2025.

Wick Capital Partners first reported a position in UNH in Q4 2021 and has held it in 12 quarters since. The position peaked at $659K in Q4 2021. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Wick Capital Partners held 1,073 shares of UnitedHealth worth $446K as of Q2 2026.
UnitedHealth was a new Wick Capital Partners position in Q2 2026.
UnitedHealth made up 0.07% of Wick Capital Partners's portfolio in Q2 2026, its #115 holding.
Wick Capital Partners first reported a position in UnitedHealth in Q4 2021 and has held it in 12 quarters since.
Wick Capital Partners's UnitedHealth position peaked at $659K in Q4 2021.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wick Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.