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WJ Financial Advisors’s UnitedHealth UNH Stock Holding History

WJ Financial 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 		$345K Sell
831
-2
-0.2% -$741 0.25% 92
2026
Q1 		$225K Buy
833
+25
+3% +$7.45K 0.18% 117
2025
Q4 		$267K Hold
808
– – 0.24% 98
2025
Q3 		$279K Buy
+808
New +$244K 0.27% 92

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

WJ Financial Advisors's UNH Position: Q2 2026 in Review

WJ Financial Advisors reduced its UnitedHealth (UNH) stake by 0.24% in Q2 2026, selling an estimated $741 and leaving 831 shares worth $345K. The position accounts for 0.25% of the portfolio, ranked #92.

WJ Financial Advisors first reported a position in UNH in Q3 2025 and has held it in 4 quarters since. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • WJ Financial Advisors held 831 shares of UnitedHealth worth $345K as of Q2 2026.
  • WJ Financial Advisors sold 2 UnitedHealth shares in Q2 2026, an estimated $741.
  • UnitedHealth made up 0.25% of WJ Financial Advisors's portfolio in Q2 2026, its #92 holding.
  • WJ Financial Advisors first reported a position in UnitedHealth in Q3 2025 and has held it in 4 quarters since.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.