WMS Group’s UnitedHealth UNH Stock Holding History

WMS 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	$791K	Sell	1,904 -45	-2%	-$16.7K	1.02%	26
2026 Q1	$527K	Hold	1,949	–	–	0.77%	34
2025 Q4	$643K	Buy	+1,949	New	+$660K	0.82%	29

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WMS Group's UNH Position: Q2 2026 in Review

WMS Group reduced its UnitedHealth (UNH) stake by 2.3% in Q2 2026, selling an estimated $16.7K and leaving 1,904 shares worth $791K. The position accounts for 1.02% of the portfolio, ranked #26.

WMS Group first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 3,359 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

WMS Group held 1,904 shares of UnitedHealth worth $791K as of Q2 2026.
WMS Group sold 45 UnitedHealth shares in Q2 2026, an estimated $16.7K.
UnitedHealth made up 1.02% of WMS Group's portfolio in Q2 2026, its #26 holding.
WMS Group first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
3,359 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on WMS Group's 13F filing for Q2 2026, filed 23 Jul 2026.