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Ardent Capital Management’s UnitedHealth UNH Stock Holding History

Ardent Capital 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 		– Sell
-1,970
Closed -$533K – 51
2026
Q1 		$533K Sell
1,970
-25
-1% -$7.45K 0.23% 33
2025
Q4 		$659K Sell
1,995
-32
-2% -$10.8K 0.26% 31
2025
Q3 		$700K Buy
+2,027
New +$613K 0.3% 31

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
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

Ardent Capital Management's UNH Position: Q2 2026 in Review

Ardent Capital Management sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 1,970 shares — an estimated $533K sold.

Ardent Capital Management first reported a position in UNH in Q3 2025 and held it in 3 quarters. The position peaked at $700K in Q3 2025. 1,872 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Ardent Capital Management reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • Ardent Capital Management sold 1,970 UnitedHealth shares in Q2 2026, an estimated $533K.
  • Ardent Capital Management first reported a position in UnitedHealth in Q3 2025 and held it in 3 quarters.
  • Ardent Capital Management's UnitedHealth position peaked at $700K in Q3 2025.
  • 1,872 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Ardent Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.