WEG
UNH icon

World Equity Group’s UnitedHealth UNH Stock Holding History

World Equity 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 		$1.11M Buy
2,677
+172
+7% +$63.8K 0.25% 87
2026
Q1 		$678K Sell
2,505
-205
-8% -$61K 0.18% 138
2025
Q4 		$894K Sell
2,710
-45
-2% -$15.3K 0.25% 91
2025
Q3 		$954K Buy
+2,755
New +$833K 0.22% 100
2025
Q2 		– Sell
-816
Closed -$438K – 354
2025
Q1 		$438K Sell
816
-1,254
-61% -$641K 0.13% 170
2024
Q4 		$1.05M Buy
2,070
+1,077
+108% +$612K 0.22% 99
2024
Q3 		$580K Buy
993
+89
+10% +$50.3K 0.21% 111
2024
Q2 		$460K Sell
904
-127
-12% -$62.2K 0.14% 163
2024
Q1 		$510K Sell
1,031
-714
-41% -$363K 0.1% 182
2023
Q4 		$918K Buy
1,745
+270
+18% +$144K 0.18% 122
2023
Q3 		$745K Buy
1,475
+148
+11% +$72.8K 0.15% 151
2023
Q2 		$638K Sell
1,327
-3,050
-70% -$1.49M 0.19% 139
2023
Q1 		$452K Buy
4,377
+2,889
+194% +$1.39M 0.07% 300
2022
Q4 		$789K Buy
1,488
+1
+0.1% +$530 0.19% 129
2022
Q3 		$751K Sell
1,487
-1,019
-41% -$536K 0.19% 124
2022
Q2 		$1.29M Buy
2,506
+50
+2% +$25.1K 0.32% 87
2022
Q1 		$1.25M Buy
+2,456
New +$1.18M 0.27% 103

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
DC
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

World Equity Group's UNH Position: Q2 2026 in Review

World Equity Group increased its UnitedHealth (UNH) stake by 6.9% in Q2 2026, buying an estimated $63.8K and bringing the position to 2,677 shares worth $1.11M. The position accounts for 0.25% of the portfolio, ranked #87.

World Equity Group first reported a position in UNH in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.29M in Q2 2022. 749 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • World Equity Group held 2,677 shares of UnitedHealth worth $1.11M as of Q2 2026.
  • World Equity Group bought 172 UnitedHealth shares in Q2 2026, an estimated $63.8K.
  • UnitedHealth made up 0.25% of World Equity Group's portfolio in Q2 2026, its #87 holding.
  • World Equity Group first reported a position in UnitedHealth in Q1 2022 and has held it in 17 quarters since.
  • World Equity Group's UnitedHealth position peaked at $1.29M in Q2 2022.
  • 749 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.