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XXI Wealth LLC’s UnitedHealth UNH Stock Holding History

XXI Wealth LLC’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 		$830K Buy
1,997
+662
+50% +$245K 0.38% 69
2026
Q1 		$361K Sell
1,335
-59
-4% -$17.6K 0.2% 134
2025
Q4 		$460K Buy
+1,394
New +$472K 0.28% 95

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

XXI Wealth LLC's UNH Position: Q2 2026 in Review

XXI Wealth LLC increased its UnitedHealth (UNH) stake by 50% in Q2 2026, buying an estimated $245K and bringing the position to 1,997 shares worth $830K. The position accounts for 0.38% of the portfolio, ranked #69.

XXI Wealth LLC first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • XXI Wealth LLC held 1,997 shares of UnitedHealth worth $830K as of Q2 2026.
  • XXI Wealth LLC bought 662 UnitedHealth shares in Q2 2026, an estimated $245K.
  • UnitedHealth made up 0.38% of XXI Wealth LLC's portfolio in Q2 2026, its #69 holding.
  • XXI Wealth LLC first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.