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Applied Capital LLC’s UnitedHealth UNH Stock Holding History

Applied Capital 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 		$2.72M Buy
6,537
+10
+0.2% +$3.71K 1.1% 19
2026
Q1 		$1.77M Buy
6,527
+362
+6% +$108K 0.83% 31
2025
Q4 		$2.04M Buy
6,165
+788
+15% +$267K 1.21% 24
2025
Q3 		$1.86M Buy
5,377
+449
+9% +$136K 1.15% 27
2025
Q2 		$1.54M Buy
4,928
+438
+10% +$167K 1.12% 35
2025
Q1 		$2.35M Sell
4,490
-3
-0.1% -$1.53K 1.85% 18
2024
Q4 		$2.27M Sell
4,493
-21
-0.5% -$11.9K 1.76% 19
2024
Q3 		$2.64M Sell
4,514
-101
-2% -$57.1K 2.06% 13
2024
Q2 		$2.35M Buy
4,615
+152
+3% +$74.5K 2.05% 13
2024
Q1 		$2.21M Buy
4,463
+260
+6% +$132K 1.8% 18
2023
Q4 		$2.21M Sell
4,203
-293
-7% -$156K 2.03% 16
2023
Q3 		$2.27M Sell
4,496
-27
-0.6% -$13.3K 2.25% 10
2023
Q2 		$2.17M Buy
4,523
+29
+0.6% +$14.2K 2.05% 14
2023
Q1 		$2.12M Sell
4,494
-24
-0.5% -$11.6K 2.11% 13
2022
Q4 		$2.4M Buy
+4,518
New +$2.39M 2.37% 7

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

Applied Capital LLC's UNH Position: Q2 2026 in Review

Applied Capital LLC increased its UnitedHealth (UNH) stake by 0.15% in Q2 2026, buying an estimated $3.71K and bringing the position to 6,537 shares worth $2.72M. The position accounts for 1.1% of the portfolio, ranked #19.

Applied Capital LLC first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Applied Capital LLC held 6,537 shares of UnitedHealth worth $2.72M as of Q2 2026.
  • Applied Capital LLC bought 10 UnitedHealth shares in Q2 2026, an estimated $3.71K.
  • UnitedHealth made up 1.1% of Applied Capital LLC's portfolio in Q2 2026, its #19 holding.
  • Applied Capital LLC first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Applied Capital LLC's 13F filing for Q2 2026, filed 15 Jul 2026.