Assenagon Asset Management
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Assenagon Asset Management’s UnitedHealth UNH Stock Holding History

Assenagon Asset 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 		$543M Buy
1,306,053
+716,812
+122% +$266M 0.68% 21
2026
Q1 		$159M Sell
589,241
-364,305
-38% -$108M 0.24% 71
2025
Q4 		$315M Sell
953,546
-278,705
-23% -$94.4M 0.43% 42
2025
Q3 		$425M Buy
1,232,251
+1,033,912
+521% +$313M 0.58% 32
2025
Q2 		$61.9M Sell
198,339
-880,133
-82% -$336M 0.09% 189
2025
Q1 		$565M Buy
1,078,472
+375,750
+53% +$192M 0.94% 18
2024
Q4 		$355M Buy
702,722
+331,539
+89% +$188M 0.57% 25
2024
Q3 		$217M Sell
371,183
-389,210
-51% -$220M 0.4% 45
2024
Q2 		$387M Buy
760,393
+385,058
+103% +$189M 0.86% 18
2024
Q1 		$186M Sell
375,335
-60,105
-14% -$30.6M 0.44% 41
2023
Q4 		$229M Sell
435,440
-21,698
-5% -$11.6M 0.61% 23
2023
Q3 		$230M Buy
457,138
+234,707
+106% +$116M 0.71% 20
2023
Q2 		$107M Buy
222,431
+151,669
+214% +$74.2M 0.37% 49
2023
Q1 		$33.4M Sell
70,762
-93,146
-57% -$44.9M 0.12% 158
2022
Q4 		$86.9M Sell
163,908
-57,567
-26% -$30.5M 0.31% 70
2022
Q3 		$112M Buy
221,475
+98,213
+80% +$51.6M 0.43% 49
2022
Q2 		$63.3M Sell
123,262
-104,206
-46% -$52.3M 0.23% 91
2022
Q1 		$116M Sell
227,468
-283,052
-55% -$137M 0.32% 64
2021
Q4 		$256M Buy
510,520
+214,946
+73% +$97.3M 0.74% 25
2021
Q3 		$115M Buy
295,574
+294,101
+19,966% +$122M 0.37% 53
2021
Q2 		$590K Buy
1,473
+259
+21% +$103K ﹤0.01% 1017
2021
Q1 		$452K Sell
1,214
-95,754
-99% -$33.2M ﹤0.01% 1043
2020
Q4 		$34M Buy
96,968
+32,089
+49% +$10.8M 0.15% 127
2020
Q3 		$20.2M Buy
+64,879
New +$19.9M 0.11% 127
2020
Q2 		– Sell
-62,766
Closed -$15.7M – 1237
2020
Q1 		$15.7M Sell
62,766
-377,590
-86% -$104M 0.13% 128
2019
Q4 		$129M Buy
440,356
+438,856
+29,257% +$115M 0.81% 29
2019
Q3 		$326K Sell
1,500
-525,621
-100% -$127M ﹤0.01% 745
2019
Q2 		$129M Buy
527,121
+520,121
+7,430% +$125M 0.97% 27
2019
Q1 		$1.73M Sell
7,000
-900
-11% -$230K 0.02% 562
2018
Q4 		$1.97M Buy
+7,900
New +$2.09M 0.02% 453
2018
Q3 		– Sell
-15,078
Closed -$3.7M – 827
2018
Q2 		$3.7M Buy
+15,078
New +$3.62M 0.04% 245
2018
Q1 		– Sell
-234,304
Closed -$51.7M – 755
2017
Q4 		$51.7M Buy
234,304
+225,412
+2,535% +$47.8M 0.53% 34
2017
Q3 		$1.74M Buy
+8,892
New +$1.72M 0.02% 344

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Assenagon Asset Management's UNH Position: Q2 2026 in Review

Assenagon Asset Management increased its UnitedHealth (UNH) stake by 122% in Q2 2026, buying an estimated $266M and bringing the position to 1,306,053 shares worth $543M. The position accounts for 0.68% of the portfolio, ranked #21.

Assenagon Asset Management first reported a position in UNH in Q3 2017 and has held it in 33 quarters since. The position peaked at $565M in Q1 2025. 765 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Assenagon Asset Management held 1,306,053 shares of UnitedHealth worth $543M as of Q2 2026.
  • Assenagon Asset Management bought 716,812 UnitedHealth shares in Q2 2026, an estimated $266M.
  • UnitedHealth made up 0.68% of Assenagon Asset Management's portfolio in Q2 2026, its #21 holding.
  • Assenagon Asset Management first reported a position in UnitedHealth in Q3 2017 and has held it in 33 quarters since.
  • Assenagon Asset Management's UnitedHealth position peaked at $565M in Q1 2025.
  • 765 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Assenagon Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.