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WPG Advisers’s UnitedHealth UNH Stock Holding History

WPG Advisers’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 		$171K Buy
412
+90
+28% +$33.4K 0.1% 118
2026
Q1 		$87.1K Sell
322
-58
-15% -$17.3K 0.06% 170
2025
Q4 		$125K Sell
380
-216
-36% -$73.2K 0.09% 140
2025
Q3 		$206K Buy
596
+26
+5% +$7.86K 0.16% 87
2025
Q2 		$178K Sell
570
-255
-31% -$97.5K 0.15% 94
2025
Q1 		$432K Sell
825
-290
-26% -$148K 0.4% 39
2024
Q4 		$564K Buy
+1,115
New +$634K 0.52% 30

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

WPG Advisers's UNH Position: Q2 2026 in Review

WPG Advisers increased its UnitedHealth (UNH) stake by 28% in Q2 2026, buying an estimated $33.4K and bringing the position to 412 shares worth $171K. The position accounts for 0.1% of the portfolio, ranked #118.

WPG Advisers first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $564K in Q4 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • WPG Advisers held 412 shares of UnitedHealth worth $171K as of Q2 2026.
  • WPG Advisers bought 90 UnitedHealth shares in Q2 2026, an estimated $33.4K.
  • UnitedHealth made up 0.1% of WPG Advisers's portfolio in Q2 2026, its #118 holding.
  • WPG Advisers first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's UnitedHealth position peaked at $564K in Q4 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.