Wiser Wealth Management’s UnitedHealth UNH Stock Holding History

Wiser Wealth Management’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	$298K	Buy	+718	New	+$266K	0.06%	57
2026 Q1	–	Sell	-621	Closed	-$205K	–	60
2025 Q4	$205K	Sell	621 -52	-8%	-$17.6K	0.05%	53
2025 Q3	$232K	Buy	+673	New	+$204K	0.05%	51
2025 Q2	–	Sell	-469	Closed	-$246K	–	53
2025 Q1	$246K	Sell	469 -13	-3%	-$6.65K	0.07%	45
2024 Q4	$244K	Buy	482 +61	+14%	+$34.7K	0.07%	42
2024 Q3	$246K	Buy	+421	New	+$238K	0.07%	42

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wiser Wealth Management's UNH Position: Q2 2026 in Review

Wiser Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 718 shares worth $298K. The stake represents 0.06% of the portfolio and ranks #57 among its holdings. This is a return to the name: Wiser Wealth Management previously reported a position in UNH as recently as Q4 2025.

Wiser Wealth Management first reported a position in UNH in Q3 2024 and has held it in 6 quarters since. 659 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Wiser Wealth Management held 718 shares of UnitedHealth worth $298K as of Q2 2026.
UnitedHealth was a new Wiser Wealth Management position in Q2 2026.
UnitedHealth made up 0.06% of Wiser Wealth Management's portfolio in Q2 2026, its #57 holding.
Wiser Wealth Management first reported a position in UnitedHealth in Q3 2024 and has held it in 6 quarters since.
659 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.