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World Investment Advisors’s UnitedHealth UNH Stock Holding History

World Investment 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 		$8.19M Sell
29,267
-2,141
-7% -$794K 0.14% 175
2026
Q1 		$8.5M Sell
31,408
-14,648
-32% -$4.36M 0.14% 172
2025
Q4 		$15.2M Sell
46,056
-2,869
-6% -$972K 0.25% 85
2025
Q3 		$16.9M Sell
48,925
-1,298
-3% -$393K 0.35% 50
2025
Q2 		$15.7M Buy
50,223
+2,911
+6% +$1.11M 0.36% 55
2025
Q1 		$24.8M Buy
47,312
+2,512
+6% +$1.28M 0.64% 30
2024
Q4 		$22.7M Buy
44,800
+3,225
+8% +$1.83M 0.62% 30
2024
Q3 		$24.3M Buy
41,575
+29,324
+239% +$16.6M 0.76% 21
2024
Q2 		$6.24M Buy
12,251
+9,739
+388% +$4.77M 0.39% 57
2024
Q1 		$3.5M Sell
2,512
-5,315
-68% -$2.7M 0.5% 45
2023
Q4 		$4.12M Buy
7,827
+7,022
+872% +$3.75M 0.54% 36
2023
Q3 		$406K Buy
805
+64
+9% +$31.5K 0.08% 162
2023
Q2 		$356K Buy
741
+270
+57% +$132K 0.07% 176
2023
Q1 		$223K Sell
471
-15
-3% -$7.24K 0.05% 213
2022
Q4 		$258K Sell
486
-119
-20% -$63K 0.06% 191
2022
Q3 		$305K Buy
605
+152
+34% +$79.9K 0.07% 183
2022
Q2 		$245K Buy
453
+13
+3% +$6.53K 0.05% 221
2022
Q1 		$225K Sell
440
-3
-0.7% -$1.45K 0.05% 238
2021
Q4 		$216K Buy
+443
New +$201K 0.05% 247

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 $3.38T AUM 44.17% 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

World Investment Advisors's UNH Position: Q2 2026 in Review

World Investment Advisors reduced its UnitedHealth (UNH) stake by 6.8% in Q2 2026, selling an estimated $794K and leaving 29,267 shares worth $8.19M. The position accounts for 0.14% of the portfolio, ranked #175.

World Investment Advisors first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $24.8M in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • World Investment Advisors held 29,267 shares of UnitedHealth worth $8.19M as of Q2 2026.
  • World Investment Advisors sold 2,141 UnitedHealth shares in Q2 2026, an estimated $794K.
  • UnitedHealth made up 0.14% of World Investment Advisors's portfolio in Q2 2026, its #175 holding.
  • World Investment Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • World Investment Advisors's UnitedHealth position peaked at $24.8M in Q1 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.