Alesco Advisors’s UnitedHealth UNH Stock Holding History

Alesco 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	$214K	Sell	515 -1,953	-79%	-$724K	﹤0.01%	213
2026 Q1	$668K	Buy	+2,468	New	+$735K	0.02%	148
2025 Q4	–	Sell	-588	Closed	-$203K	–	209
2025 Q3	$203K	Sell	588 -155	-21%	-$46.9K	0.01%	193
2025 Q2	$232K	Buy	743 +181	+32%	+$69.2K	0.01%	174
2025 Q1	$294K	Buy	562 +33	+6%	+$16.9K	0.01%	155
2024 Q4	$268K	Sell	529 -25	-5%	-$14.2K	0.01%	163
2024 Q3	$324K	Buy	554 +22	+4%	+$12.4K	0.01%	147
2024 Q2	$271K	Buy	532 +45	+9%	+$22.1K	0.01%	156
2024 Q1	$241K	Sell	487 -3	-0.6%	-$1.52K	0.01%	168
2023 Q4	$258K	Hold	490	–	–	0.01%	156
2023 Q3	$247K	Hold	490	–	–	0.01%	161
2023 Q2	$236K	Hold	490	–	–	0.01%	155
2023 Q1	$232K	Buy	490 +19	+4%	+$9.17K	0.01%	154
2022 Q4	$250K	Buy	471 +16	+4%	+$8.47K	0.01%	152
2022 Q3	$230K	Hold	455	–	–	0.01%	141
2022 Q2	$234K	Hold	455	–	–	0.01%	138
2022 Q1	$232K	Hold	455	–	–	0.01%	139
2021 Q4	$228K	Buy	+455	New	+$206K	0.01%	136

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

Alesco Advisors's UNH Position: Q2 2026 in Review

Alesco Advisors reduced its UnitedHealth (UNH) stake by 79% in Q2 2026, selling an estimated $724K and leaving 515 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Alesco Advisors first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $668K in Q1 2026. 1,858 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Alesco Advisors held 515 shares of UnitedHealth worth $214K as of Q2 2026.
Alesco Advisors sold 1,953 UnitedHealth shares in Q2 2026, an estimated $724K.
UnitedHealth made up ﹤0.01% of Alesco Advisors's portfolio in Q2 2026, its #213 holding.
Alesco Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
Alesco Advisors's UnitedHealth position peaked at $668K in Q1 2026.
1,858 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Alesco Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.