WMG Financial Advisors’s UnitedHealth UNH Stock Holding History

WMG 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	$231K	Sell	556 -278	-33%	-$103K	0.09%	88
2026 Q1	$226K	Sell	834 -149	-15%	-$44.4K	0.09%	85
2025 Q4	$324K	Sell	983 -635	-39%	-$215K	0.13%	79
2025 Q3	$559K	Buy	1,618 +66	+4%	+$20K	0.19%	81
2025 Q2	$484K	Buy	1,552 +400	+35%	+$153K	0.18%	82
2025 Q1	$603K	Sell	1,152 -4	-0.3%	-$2.04K	0.26%	61
2024 Q4	$585K	Buy	+1,156	New	+$657K	0.25%	62
2023 Q2	–	Sell	-480	Closed	-$258K	–	130
2023 Q1	$258K	Sell	480 -612	-56%	-$295K	0.21%	82
2022 Q4	$579K	Buy	1,092 +665	+156%	+$352K	0.49%	56
2022 Q3	$217K	Sell	427 -18	-4%	-$9.46K	0.2%	121
2022 Q2	$229K	Sell	445 -55	-11%	-$27.6K	0.2%	118
2022 Q1	$256K	Buy	+500	New	+$241K	0.19%	132

Other funds holding UNH

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

WMG Financial Advisors reduced its UnitedHealth (UNH) stake by 33% in Q2 2026, selling an estimated $103K and leaving 556 shares worth $231K. The position accounts for 0.09% of the portfolio, ranked #88.

WMG Financial Advisors first reported a position in UNH in Q1 2022 and has held it in 12 quarters since. The position peaked at $603K in Q1 2025. 1,351 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

WMG Financial Advisors held 556 shares of UnitedHealth worth $231K as of Q2 2026.
WMG Financial Advisors sold 278 UnitedHealth shares in Q2 2026, an estimated $103K.
UnitedHealth made up 0.09% of WMG Financial Advisors's portfolio in Q2 2026, its #88 holding.
WMG Financial Advisors first reported a position in UnitedHealth in Q1 2022 and has held it in 12 quarters since.
WMG Financial Advisors's UnitedHealth position peaked at $603K in Q1 2025.
1,351 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.