Agate Pass Investment Management’s UnitedHealth UNH Stock Holding History

Agate Pass Investment Management’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	$730K	Sell	1,756 -15	-0.8%	-$5.56K	0.27%	73
2026 Q1	$479K	Buy	1,771 +80	+5%	+$23.8K	0.19%	85
2025 Q4	$558K	Buy	1,691 +59	+4%	+$20K	0.21%	85
2025 Q3	$564K	Sell	1,632 -1,126	-41%	-$341K	0.21%	81
2025 Q2	$861K	Buy	2,758 +1,068	+63%	+$408K	0.35%	71
2025 Q1	$885K	Buy	1,690 +61	+4%	+$31.2K	0.38%	73
2024 Q4	$824K	Buy	1,629 +125	+8%	+$71K	0.37%	68
2024 Q3	$879K	Buy	1,504 +58	+4%	+$32.8K	0.44%	60
2024 Q2	$736K	Buy	1,446 +949	+191%	+$465K	0.39%	61
2024 Q1	$246K	Buy	497 +100	+25%	+$50.8K	0.13%	88
2023 Q4	$209K	Buy	+397	New	+$212K	0.12%	95

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Agate Pass Investment Management's UNH Position: Q2 2026 in Review

Agate Pass Investment Management reduced its UnitedHealth (UNH) stake by 0.85% in Q2 2026, selling an estimated $5.56K and leaving 1,756 shares worth $730K. The position accounts for 0.27% of the portfolio, ranked #73.

Agate Pass Investment Management first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $885K in Q1 2025. 1,868 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Agate Pass Investment Management held 1,756 shares of UnitedHealth worth $730K as of Q2 2026.
Agate Pass Investment Management sold 15 UnitedHealth shares in Q2 2026, an estimated $5.56K.
UnitedHealth made up 0.27% of Agate Pass Investment Management's portfolio in Q2 2026, its #73 holding.
Agate Pass Investment Management first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Agate Pass Investment Management's UnitedHealth position peaked at $885K in Q1 2025.
1,868 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.