WAG
UNH icon

Wilkerson Advisory Group’s UnitedHealth UNH Stock Holding History

Wilkerson Advisory Group’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 		$245K Buy
590
+386
+189% +$143K 0.08% 88
2026
Q1 		$55.2K Buy
204
+114
+127% +$34K 0.02% 198
2025
Q4 		$29.7K Buy
+90
New +$30.5K 0.01% 205

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wilkerson Advisory Group's UNH Position: Q2 2026 in Review

Wilkerson Advisory Group increased its UnitedHealth (UNH) stake by 189% in Q2 2026, buying an estimated $143K and bringing the position to 590 shares worth $245K. The position accounts for 0.08% of the portfolio, ranked #88.

Wilkerson Advisory Group first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 3,371 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Wilkerson Advisory Group held 590 shares of UnitedHealth worth $245K as of Q2 2026.
  • Wilkerson Advisory Group bought 386 UnitedHealth shares in Q2 2026, an estimated $143K.
  • UnitedHealth made up 0.08% of Wilkerson Advisory Group's portfolio in Q2 2026, its #88 holding.
  • Wilkerson Advisory Group first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • 3,371 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.