Assenagon Asset Management’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-20,000
Closed -$10.5M 1491
2023
Q4
$10.5M Hold
20,000
0.03% 441
2023
Q3
$10.1M Buy
+20,000
New +$9.84M 0.03% 378

Other funds holding UNH

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. 1,373 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.
  • 1,373 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.