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
2024 Q1	–	Sell	-65,000	Closed	-$34.2M	–	1492
2023 Q4	$34.2M	Sell	65,000 -50,000	-43%	-$26.7M	0.09%	173
2023 Q3	$58M	Buy	115,000 +70,000	+156%	+$34.4M	0.18%	99
2023 Q2	$21.6M	Hold	45,000	–	–	0.07%	221
2023 Q1	$21.3M	Hold	45,000	–	–	0.08%	237
2022 Q4	$23.9M	Hold	45,000	–	–	0.09%	220
2022 Q3	$22.7M	Buy	+45,000	New	+$23.7M	0.09%	226

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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. 1,059 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.
1,059 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.