Azimuth Capital Investment Management
UNH icon

Azimuth Capital Investment Management’s UnitedHealth UNH Stock Holding History

Azimuth Capital Investment 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 		$25.1M Buy
60,311
+34,568
+134% +$12.8M 0.85% 24
2026
Q1 		$6.97M Sell
25,743
-227
-0.9% -$67.6K 0.26% 123
2025
Q4 		$8.57M Sell
25,970
-358
-1% -$121K 0.31% 111
2025
Q3 		$9.09M Sell
26,328
-911
-3% -$276K 0.33% 104
2025
Q2 		$8.5M Sell
27,239
-23,450
-46% -$8.96M 0.32% 116
2025
Q1 		$26.5M Sell
50,689
-3,177
-6% -$1.62M 1.06% 23
2024
Q4 		$27.2M Buy
53,866
+561
+1% +$319K 1.06% 17
2024
Q3 		$31.2M Buy
53,305
+18,162
+52% +$10.3M 1.21% 14
2024
Q2 		$17.9M Buy
35,143
+174
+0.5% +$85.3K 0.73% 38
2024
Q1 		$17.3M Buy
34,969
+453
+1% +$230K 0.71% 43
2023
Q4 		$18.2M Sell
34,516
-15
-0% -$8K 0.82% 34
2023
Q3 		$17.4M Sell
34,531
-9,980
-22% -$4.91M 0.86% 33
2023
Q2 		$21.4M Sell
44,511
-411
-0.9% -$201K 1.02% 21
2023
Q1 		$21.2M Sell
44,922
-680
-1% -$328K 1.04% 18
2022
Q4 		$24.2M Sell
45,602
-329
-0.7% -$174K 1.23% 14
2022
Q3 		$23.2M Buy
45,931
+71
+0.2% +$37.3K 1.27% 12
2022
Q2 		$23.6M Buy
+45,860
New +$23M 1.19% 14

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Azimuth Capital Investment Management's UNH Position: Q2 2026 in Review

Azimuth Capital Investment Management increased its UnitedHealth (UNH) stake by 134% in Q2 2026, buying an estimated $12.8M and bringing the position to 60,311 shares worth $25.1M. The position accounts for 0.85% of the portfolio, ranked #24.

Azimuth Capital Investment Management first reported a position in UNH in Q2 2022 and has held it in 17 quarters since. The position peaked at $31.2M in Q3 2024. 3,396 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Azimuth Capital Investment Management held 60,311 shares of UnitedHealth worth $25.1M as of Q2 2026.
  • Azimuth Capital Investment Management bought 34,568 UnitedHealth shares in Q2 2026, an estimated $12.8M.
  • UnitedHealth made up 0.85% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #24 holding.
  • Azimuth Capital Investment Management first reported a position in UnitedHealth in Q2 2022 and has held it in 17 quarters since.
  • Azimuth Capital Investment Management's UnitedHealth position peaked at $31.2M in Q3 2024.
  • 3,396 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.