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WP Advisors’s UnitedHealth UNH Stock Holding History

WP 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 		$9.08M Sell
21,846
-1,499
-6% -$556K 2.2% 11
2026
Q1 		$6.32M Sell
23,345
-888
-4% -$264K 1.63% 17
2025
Q4 		$8M Buy
24,233
+664
+3% +$225K 1.99% 13
2025
Q3 		$8.14M Buy
23,569
+5,266
+29% +$1.59M 2.07% 12
2025
Q2 		$5.71M Buy
18,303
+13,208
+259% +$5.05M 1.57% 17
2025
Q1 		$2.67M Buy
5,095
+438
+9% +$224K 0.89% 27
2024
Q4 		$2.36M Buy
4,657
+29
+0.6% +$16.5K 0.78% 28
2024
Q3 		$2.71M Sell
4,628
-255
-5% -$144K 0.99% 22
2024
Q2 		$2.49M Buy
4,883
+25
+0.5% +$12.3K 0.79% 28
2024
Q1 		$2.4M Buy
4,858
+263
+6% +$134K 0.79% 29
2023
Q4 		$2.42M Buy
4,595
+47
+1% +$25.1K 0.9% 25
2023
Q3 		$2.29M Buy
4,548
+47
+1% +$23.1K 0.95% 25
2023
Q2 		$2.16M Buy
4,501
+57
+1% +$27.9K 0.87% 25
2023
Q1 		$2.1M Buy
4,444
+85
+2% +$41K 0.87% 29
2022
Q4 		$2.31M Sell
4,359
-22
-0.5% -$11.7K 1.03% 23
2022
Q3 		$2.21M Buy
4,381
+62
+1% +$32.6K 1% 21
2022
Q2 		$2.22M Sell
4,319
-1
-0% -$502 0.96% 24
2022
Q1 		$2.2M Sell
4,320
-68
-2% -$32.8K 0.91% 24
2021
Q4 		$2.2M Buy
4,388
+70
+2% +$31.7K 0.92% 26
2021
Q3 		$1.69M Sell
4,318
-6
-0.1% -$2.48K 0.69% 30
2021
Q2 		$1.73M Buy
4,324
+109
+3% +$43.5K 0.72% 28
2021
Q1 		$1.57M Sell
4,215
-42
-1% -$14.6K 0.68% 28
2020
Q4 		$1.49M Sell
4,257
-33
-0.8% -$11.1K 0.72% 29
2020
Q3 		$1.34M Buy
4,290
+3,468
+422% +$1.07M 0.81% 29
2020
Q2 		$242K Buy
+822
New +$236K 0.17% 62

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 $3.37T AUM 44.26% 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

WP Advisors's UNH Position: Q2 2026 in Review

WP Advisors reduced its UnitedHealth (UNH) stake by 6.4% in Q2 2026, selling an estimated $556K and leaving 21,846 shares worth $9.08M. The position accounts for 2.2% of the portfolio, ranked #11.

WP Advisors first reported a position in UNH in Q2 2020 and has held it in 25 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • WP Advisors held 21,846 shares of UnitedHealth worth $9.08M as of Q2 2026.
  • WP Advisors sold 1,499 UnitedHealth shares in Q2 2026, an estimated $556K.
  • UnitedHealth made up 2.2% of WP Advisors's portfolio in Q2 2026, its #11 holding.
  • WP Advisors first reported a position in UnitedHealth in Q2 2020 and has held it in 25 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on WP Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.