Worth Financial Advisory Group’s UnitedHealth UNH Stock Holding History

Worth Financial Advisory 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	$279K	Buy	+672	New	+$249K	0.12%	161
2025 Q1	–	Sell	-725	Closed	-$367K	–	168
2024 Q4	$367K	Sell	725 -3	-0.4%	-$1.71K	0.23%	98
2024 Q3	$426K	Sell	728 -8	-1%	-$4.53K	0.25%	95
2024 Q2	$375K	Sell	736 -604	-45%	-$296K	0.25%	94
2024 Q1	$663K	Buy	1,340 +7	+0.5%	+$3.56K	0.46%	61
2023 Q4	$702K	Buy	1,333 +46	+4%	+$24.5K	0.56%	44
2023 Q3	$649K	Buy	1,287 +215	+20%	+$106K	0.59%	45
2023 Q2	$515K	Buy	1,072 +64	+6%	+$31.3K	0.48%	64
2023 Q1	$476K	Buy	1,008 +281	+39%	+$136K	0.46%	64
2022 Q4	$385K	Buy	+727	New	+$385K	0.45%	62

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 $3.38T AUM 44.17% 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

Worth Financial Advisory Group's UNH Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in UnitedHealth (UNH) in Q2 2026: 672 shares worth $279K. The stake represents 0.12% of the portfolio and ranks #161 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in UNH as recently as Q4 2024.

Worth Financial Advisory Group first reported a position in UNH in Q4 2022 and has held it in 10 quarters since. The position peaked at $702K in Q4 2023. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Worth Financial Advisory Group held 672 shares of UnitedHealth worth $279K as of Q2 2026.
UnitedHealth was a new Worth Financial Advisory Group position in Q2 2026.
UnitedHealth made up 0.12% of Worth Financial Advisory Group's portfolio in Q2 2026, its #161 holding.
Worth Financial Advisory Group first reported a position in UnitedHealth in Q4 2022 and has held it in 10 quarters since.
Worth Financial Advisory Group's UnitedHealth position peaked at $702K in Q4 2023.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.