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Banque Transatlantique’s UnitedHealth UNH Stock Holding History

Banque Transatlantique’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 		$514K Buy
1,283
+206
+19% +$76.4K 0.01% 229
2026
Q1 		$291K Buy
1,077
+651
+153% +$194K 0.01% 229
2025
Q4 		$141K Sell
426
-49
-10% -$16.6K ﹤0.01% 133
2025
Q3 		$164K Buy
475
+115
+32% +$34.8K ﹤0.01% 128
2025
Q2 		$113K Sell
360
-326
-48% -$125K ﹤0.01% 134
2025
Q1 		$359K Sell
686
-1,805
-72% -$923K 0.01% 99
2024
Q4 		$1.26M Buy
+2,491
New +$1.42M 0.03% 75

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Banque Transatlantique's UNH Position: Q2 2026 in Review

Banque Transatlantique increased its UnitedHealth (UNH) stake by 19% in Q2 2026, buying an estimated $76.4K and bringing the position to 1,283 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #229.

Banque Transatlantique first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q4 2024. 1,782 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Banque Transatlantique held 1,283 shares of UnitedHealth worth $514K as of Q2 2026.
  • Banque Transatlantique bought 206 UnitedHealth shares in Q2 2026, an estimated $76.4K.
  • UnitedHealth made up 0.01% of Banque Transatlantique's portfolio in Q2 2026, its #229 holding.
  • Banque Transatlantique first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Banque Transatlantique's UnitedHealth position peaked at $1.26M in Q4 2024.
  • 1,782 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Banque Transatlantique's 13F filing for Q2 2026, filed 30 Jul 2026.