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Wisconsin Wealth Advisors’s UnitedHealth UNH Stock Holding History

Wisconsin 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 		$806K Sell
1,940
-37
-2% -$13.7K 0.69% 46
2026
Q1 		$535K Buy
1,977
+9
+0.5% +$2.68K 0.53% 55
2025
Q4 		$650K Sell
1,968
-193
-9% -$65.4K 0.64% 52
2025
Q3 		$746K Buy
2,161
+435
+25% +$132K 0.71% 48
2025
Q2 		$538K Buy
1,726
+953
+123% +$364K 0.62% 57
2025
Q1 		$405K Sell
773
-27
-3% -$13.8K 0.58% 51
2024
Q4 		$405K Buy
+800
New +$455K 0.6% 48

Other funds holding UNH

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Wisconsin Wealth Advisors's UNH Position: Q2 2026 in Review

Wisconsin Wealth Advisors reduced its UnitedHealth (UNH) stake by 1.9% in Q2 2026, selling an estimated $13.7K and leaving 1,940 shares worth $806K. The position accounts for 0.69% of the portfolio, ranked #46.

Wisconsin Wealth Advisors first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. 1,154 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Wisconsin Wealth Advisors held 1,940 shares of UnitedHealth worth $806K as of Q2 2026.
  • Wisconsin Wealth Advisors sold 37 UnitedHealth shares in Q2 2026, an estimated $13.7K.
  • UnitedHealth made up 0.69% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • Wisconsin Wealth Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • 1,154 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.