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Wolff Wiese Magana’s UnitedHealth UNH Stock Holding History

Wolff Wiese Magana’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 		$129K Buy
310
+9
+3% +$3.34K 0.06% 153
2026
Q1 		$81.4K Buy
301
+6
+2% +$1.79K 0.04% 171
2025
Q4 		$97.4K Sell
295
-17
-5% -$5.76K 0.05% 154
2025
Q3 		$108K Sell
312
-8
-3% -$2.42K 0.06% 149
2025
Q2 		$99.8K Sell
320
-1,441
-82% -$551K 0.06% 146
2025
Q1 		$922K Buy
1,761
+1,337
+315% +$683K 0.63% 52
2024
Q4 		$214K Sell
424
-11
-3% -$6.25K 0.14% 100
2024
Q3 		$254K Buy
435
+61
+16% +$34.5K 0.17% 85
2024
Q2 		$190K Buy
374
+7
+2% +$3.43K 0.15% 89
2024
Q1 		$182K Sell
367
-1
-0.3% -$508 0.16% 87
2023
Q4 		$194K Hold
368
– – 0.18% 86
2023
Q3 		$186K Sell
368
-7
-2% -$3.44K 0.15% 99
2023
Q2 		$180K Sell
375
-2
-0.5% -$978 0.14% 102
2023
Q1 		$178K Buy
377
+1
+0.3% +$483 0.14% 98
2022
Q4 		$199K Sell
376
-867
-70% -$459K 0.17% 92
2022
Q3 		$628K Sell
1,243
-65
-5% -$34.2K 0.5% 53
2022
Q2 		$672K Sell
1,308
-50
-4% -$25.1K 0.49% 53
2022
Q1 		$693K Sell
1,358
-32
-2% -$15.4K 0.46% 54
2021
Q4 		$698K Sell
1,390
-144
-9% -$65.2K 0.45% 56
2021
Q3 		$600K Sell
1,534
-6
-0.4% -$2.48K 0.42% 64
2021
Q2 		$617K Buy
1,540
+33
+2% +$13.2K 0.44% 59
2021
Q1 		$560K Sell
1,507
-19
-1% -$6.58K 0.44% 56
2020
Q4 		$535K Buy
+1,526
New +$512K 0.45% 59

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Wolff Wiese Magana's UNH Position: Q2 2026 in Review

Wolff Wiese Magana increased its UnitedHealth (UNH) stake by 3% in Q2 2026, buying an estimated $3.34K and bringing the position to 310 shares worth $129K. The position accounts for 0.06% of the portfolio, ranked #153.

Wolff Wiese Magana first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $922K in Q1 2025. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Wolff Wiese Magana held 310 shares of UnitedHealth worth $129K as of Q2 2026.
  • Wolff Wiese Magana bought 9 UnitedHealth shares in Q2 2026, an estimated $3.34K.
  • UnitedHealth made up 0.06% of Wolff Wiese Magana's portfolio in Q2 2026, its #153 holding.
  • Wolff Wiese Magana first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Wolff Wiese Magana's UnitedHealth position peaked at $922K in Q1 2025.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.