AC
UNH icon

Apella Capital’s UnitedHealth UNH Stock Holding History

Apella Capital’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 		$1.98M Buy
4,617
+305
+7% +$113K 0.03% 263
2026
Q1 		$1.4M Buy
4,312
+1,166
+37% +$347K 0.02% 307
2025
Q4 		$1.04M Sell
3,146
-21
-0.7% -$7.12K 0.02% 276
2025
Q3 		$1.13M Buy
3,167
+1,434
+83% +$434K 0.03% 237
2025
Q2 		$526K Buy
1,733
+51
+3% +$19.5K 0.01% 287
2025
Q1 		$973K Buy
1,682
+515
+44% +$263K 0.03% 189
2024
Q4 		$590K Sell
1,167
-20
-2% -$11.4K 0.02% 212
2024
Q3 		$703K Buy
1,187
+67
+6% +$37.9K 0.03% 189
2024
Q2 		$551K Buy
1,120
+304
+37% +$149K 0.02% 194
2024
Q1 		$375K Sell
816
-123
-13% -$62.5K 0.02% 218
2023
Q4 		$512K Buy
939
+7
+0.8% +$3.73K 0.03% 183
2023
Q3 		$470K Buy
932
+11
+1% +$5.41K 0.03% 176
2023
Q2 		$443K Buy
+921
New +$450K 0.03% 179
2022
Q4 		$452K Buy
852
+248
+41% +$131K 0.04% 159
2022
Q3 		$305K Sell
604
-41
-6% -$21.6K 0.04% 171
2022
Q2 		$331K Buy
645
+169
+36% +$84.9K 0.04% 172
2022
Q1 		$243K Buy
476
+52
+12% +$25.1K 0.03% 183
2021
Q4 		$213K Buy
+424
New +$192K 0.03% 191

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

Apella Capital's UNH Position: Q2 2026 in Review

Apella Capital increased its UnitedHealth (UNH) stake by 7.1% in Q2 2026, buying an estimated $113K and bringing the position to 4,617 shares worth $1.98M. The position accounts for 0.03% of the portfolio, ranked #263.

Apella Capital first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Apella Capital held 4,617 shares of UnitedHealth worth $1.98M as of Q2 2026.
  • Apella Capital bought 305 UnitedHealth shares in Q2 2026, an estimated $113K.
  • UnitedHealth made up 0.03% of Apella Capital's portfolio in Q2 2026, its #263 holding.
  • Apella Capital first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.