AssetMark Inc
UNH icon

AssetMark Inc’s UnitedHealth UNH Stock Holding History

AssetMark Inc’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 		$66.9M Buy
160,853
+22,774
+16% +$8.44M 0.11% 154
2026
Q1 		$37.4M Sell
138,079
-1,703
-1% -$507K 0.08% 204
2025
Q4 		$46.1M Sell
139,782
-14,179
-9% -$4.81M 0.09% 178
2025
Q3 		$53.2M Buy
153,961
+20,986
+16% +$6.35M 0.11% 148
2025
Q2 		$41.5M Sell
132,975
-6,916
-5% -$2.64M 0.1% 173
2025
Q1 		$73.3M Buy
139,891
+3,955
+3% +$2.02M 0.2% 95
2024
Q4 		$68.8M Buy
135,936
+28,379
+26% +$16.1M 0.19% 103
2024
Q3 		$62.9M Buy
107,557
+8,314
+8% +$4.7M 0.18% 111
2024
Q2 		$50.5M Buy
99,243
+9,150
+10% +$4.48M 0.16% 132
2024
Q1 		$44.6M Buy
90,093
+6,924
+8% +$3.52M 0.14% 135
2023
Q4 		$43.8M Buy
83,169
+6,394
+8% +$3.41M 0.16% 131
2023
Q3 		$38.7M Buy
76,775
+10,443
+16% +$5.14M 0.15% 141
2023
Q2 		$31.9M Buy
66,332
+11,237
+20% +$5.49M 0.13% 159
2023
Q1 		$26M Buy
55,095
+9,210
+20% +$4.44M 0.11% 166
2022
Q4 		$24.3M Buy
45,885
+7,840
+21% +$4.15M 0.11% 160
2022
Q3 		$19.2M Buy
38,045
+7,137
+23% +$3.75M 0.09% 166
2022
Q2 		$15.9M Buy
30,908
+12,989
+72% +$6.52M 0.07% 190
2022
Q1 		$9.14M Buy
17,919
+9,621
+116% +$4.64M 0.04% 228
2021
Q4 		$4.17M Sell
8,298
-205,055
-96% -$92.8M 0.02% 269
2021
Q3 		$83.4M Buy
213,353
+10,463
+5% +$4.33M 0.37% 75
2021
Q2 		$81.2M Buy
202,890
+3,026
+2% +$1.21M 0.38% 73
2021
Q1 		$74.4M Buy
199,864
+17,196
+9% +$5.96M 0.38% 75
2020
Q4 		$64.1M Buy
182,668
+10,705
+6% +$3.59M 0.36% 77
2020
Q3 		$53.6M Buy
171,963
+22,871
+15% +$7.03M 0.35% 88
2020
Q2 		$42.9M Buy
149,092
+22,399
+18% +$6.42M 0.31% 82
2020
Q1 		$31.6M Buy
126,693
+14,041
+12% +$3.86M 0.27% 91
2019
Q4 		$33.1M Buy
112,652
+9,458
+9% +$2.47M 0.25% 101
2019
Q3 		$22.4M Buy
103,194
+11,661
+13% +$2.81M 0.19% 117
2019
Q2 		$22.3M Buy
91,533
+62,914
+220% +$15.1M 0.18% 118
2019
Q1 		$7.08M Buy
28,619
+2,220
+8% +$566K 0.06% 192
2018
Q4 		$6.58M Sell
26,399
-26,666
-50% -$7.04M 0.06% 189
2018
Q3 		$14.1M Sell
53,065
-490
-0.9% -$127K 0.13% 138
2018
Q2 		$13.1M Sell
53,555
-1,231
-2% -$296K 0.13% 139
2018
Q1 		$11.7M Sell
54,786
-3,992
-7% -$912K 0.12% 145
2017
Q4 		$13M Sell
58,778
-7,838
-12% -$1.66M 0.13% 139
2017
Q3 		$13M Sell
66,616
-51,411
-44% -$9.93M 0.15% 134
2017
Q2 		$21.9M Buy
118,027
+5,317
+5% +$932K 0.28% 94
2017
Q1 		$18.5M Buy
112,710
+14,190
+14% +$2.32M 0.24% 97
2016
Q4 		$15.8M Buy
98,520
+4,901
+5% +$732K 0.23% 106
2016
Q3 		$13.1M Buy
93,619
+40,599
+77% +$5.69M 0.2% 109
2016
Q2 		$7.49M Buy
53,020
+1,084
+2% +$145K 0.13% 138
2016
Q1 		$6.7M Buy
51,936
+11,105
+27% +$1.31M 0.12% 138
2015
Q4 		$4.8M Buy
40,831
+4,661
+13% +$545K 0.09% 153
2015
Q3 		$4.2M Buy
36,170
+9,515
+36% +$1.14M 0.09% 139
2015
Q2 		$3.25M Buy
26,655
+2,203
+9% +$261K 0.07% 129
2015
Q1 		$2.89M Buy
24,452
+1,122
+5% +$125K 0.06% 136
2014
Q4 		$2.36M Buy
23,330
+1,099
+5% +$104K 0.05% 179
2014
Q3 		$1.92M Buy
22,231
+116
+0.5% +$9.8K 0.04% 209
2014
Q2 		$1.81M Sell
22,115
-4,397
-17% -$346K 0.04% 220
2014
Q1 		$2.17M Sell
26,512
-665
-2% -$50.1K 0.05% 146
2013
Q4 		$2.05M Sell
27,177
-738
-3% -$53K 0.05% 170
2013
Q3 		$2M Buy
+27,915
New +$2M 0.05% 174

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

AssetMark Inc's UNH Position: Q2 2026 in Review

AssetMark Inc increased its UnitedHealth (UNH) stake by 16% in Q2 2026, buying an estimated $8.44M and bringing the position to 160,853 shares worth $66.9M. The position accounts for 0.11% of the portfolio, ranked #154.

AssetMark Inc first reported a position in UNH in Q3 2013 and has held it in 52 quarters since. The position peaked at $83.4M in Q3 2021. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • AssetMark Inc held 160,853 shares of UnitedHealth worth $66.9M as of Q2 2026.
  • AssetMark Inc bought 22,774 UnitedHealth shares in Q2 2026, an estimated $8.44M.
  • UnitedHealth made up 0.11% of AssetMark Inc's portfolio in Q2 2026, its #154 holding.
  • AssetMark Inc first reported a position in UnitedHealth in Q3 2013 and has held it in 52 quarters since.
  • AssetMark Inc's UnitedHealth position peaked at $83.4M in Q3 2021.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.