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AMI Investment Management’s UnitedHealth UNH Stock Holding History

AMI 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 		$3.74M Sell
8,990
-1,118
-11% -$414K 0.79% 34
2026
Q1 		$2.74M Buy
10,108
+519
+5% +$155K 0.62% 38
2025
Q4 		$3.17M Sell
9,589
-69
-0.7% -$23.4K 0.71% 35
2025
Q3 		$3.33M Buy
9,658
+1,188
+14% +$359K 0.77% 34
2025
Q2 		$2.64M Buy
8,470
+1,987
+31% +$759K 0.68% 37
2025
Q1 		$3.4M Buy
6,483
+664
+11% +$339K 1.09% 30
2024
Q4 		$2.94M Buy
5,819
+758
+15% +$431K 0.96% 34
2024
Q3 		$2.96M Buy
5,061
+99
+2% +$56K 1% 33
2024
Q2 		$2.53M Buy
4,962
+17
+0.3% +$8.33K 0.88% 35
2024
Q1 		$2.45M Buy
4,945
+40
+0.8% +$20.3K 0.89% 34
2023
Q4 		$2.58M Sell
4,905
-303
-6% -$162K 1.05% 34
2023
Q3 		$2.63M Buy
5,208
+1,344
+35% +$661K 1.18% 31
2023
Q2 		$1.86M Sell
3,864
-34
-0.9% -$16.6K 0.82% 39
2023
Q1 		$1.84M Sell
3,898
-344
-8% -$166K 0.86% 39
2022
Q4 		$2.25M Buy
4,242
+20
+0.5% +$10.6K 1.13% 34
2022
Q3 		$2.13M Sell
4,222
-133
-3% -$69.9K 1.21% 36
2022
Q2 		$2.24M Sell
4,355
-247
-5% -$124K 1.13% 34
2022
Q1 		$2.35M Sell
4,602
-1
-0% -$482 1.03% 36
2021
Q4 		$2.31M Buy
4,603
+11
+0.2% +$4.98K 0.93% 36
2021
Q3 		$1.79M Hold
4,592
– – 0.75% 41
2021
Q2 		$1.84M Buy
4,592
+105
+2% +$41.9K 0.73% 41
2021
Q1 		$1.67M Hold
4,487
– – 0.7% 43
2020
Q4 		$1.57M Hold
4,487
– – 0.69% 45
2020
Q3 		$1.4M Sell
4,487
-65
-1% -$20K 0.71% 43
2020
Q2 		$1.34M Sell
4,552
-400
-8% -$115K 0.71% 42
2020
Q1 		$1.24M Hold
4,952
– – 0.73% 45
2019
Q4 		$1.46M Sell
4,952
-37
-0.7% -$9.68K 0.62% 47
2019
Q3 		$1.08M Buy
4,989
+498
+11% +$120K 0.5% 48
2019
Q2 		$1.1M Sell
4,491
-100
-2% -$24.1K 0.56% 45
2019
Q1 		$1.14M Sell
4,591
-1,295
-22% -$330K 0.6% 45
2018
Q4 		$1.47M Sell
5,886
-155
-3% -$40.9K 0.87% 37
2018
Q3 		$1.61M Sell
6,041
-2,300
-28% -$598K 0.83% 40
2018
Q2 		$2.05M Sell
8,341
-2,638
-24% -$633K 1.08% 37
2018
Q1 		$2.35M Sell
10,979
-1,615
-13% -$369K 1.43% 30
2017
Q4 		$2.78M Sell
12,594
-706
-5% -$150K 1.66% 23
2017
Q3 		$2.6M Sell
13,300
-2,550
-16% -$493K 1.62% 28
2017
Q2 		$2.94M Sell
15,850
-250
-2% -$43.8K 1.91% 22
2017
Q1 		$2.64M Sell
16,100
-100
-0.6% -$16.4K 1.7% 26
2016
Q4 		$2.59M Hold
16,200
– – 1.72% 24
2016
Q3 		$2.27M Hold
16,200
– – 1.6% 24
2016
Q2 		$2.29M Hold
16,200
– – 1.69% 22
2016
Q1 		$2.09M Sell
16,200
-1,636
-9% -$194K 1.62% 24
2015
Q4 		$2.1M Hold
17,836
– – 1.65% 26
2015
Q3 		$2.07M Sell
17,836
-125
-0.7% -$15K 1.81% 25
2015
Q2 		$2.19M Sell
17,961
-5,550
-24% -$657K 1.81% 24
2015
Q1 		$2.78M Buy
23,511
+50
+0.2% +$5.55K 2.21% 19
2014
Q4 		$2.37M Sell
23,461
-15,324
-40% -$1.45M 1.93% 22
2014
Q3 		$3.35M Sell
38,785
-13,275
-25% -$1.12M 2.85% 13
2014
Q2 		$4.25M Sell
52,060
-1,124
-2% -$88.4K 3.65% 13
2014
Q1 		$4.36M Sell
53,184
-1
-0% -$75 3.7% 12
2013
Q4 		$4M Sell
53,185
-2,249
-4% -$162K 3.48% 13
2013
Q3 		$3.97M Sell
55,434
-350
-0.6% -$25K 2.98% 13
2013
Q2 		$3.65M Buy
+55,784
New +$3.47M 3.34% 12

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AMI Investment Management's UNH Position: Q2 2026 in Review

AMI Investment Management reduced its UnitedHealth (UNH) stake by 11% in Q2 2026, selling an estimated $414K and leaving 8,990 shares worth $3.74M. The position accounts for 0.79% of the portfolio, ranked #34.

AMI Investment Management first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.36M in Q1 2014. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • AMI Investment Management held 8,990 shares of UnitedHealth worth $3.74M as of Q2 2026.
  • AMI Investment Management sold 1,118 UnitedHealth shares in Q2 2026, an estimated $414K.
  • UnitedHealth made up 0.79% of AMI Investment Management's portfolio in Q2 2026, its #34 holding.
  • AMI Investment Management first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
  • AMI Investment Management's UnitedHealth position peaked at $4.36M in Q1 2014.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on AMI Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.