Bear Mountain Capital’s UnitedHealth UNH Stock Holding History

Bear Mountain Capital’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	$425	Hold	1	–	–	﹤0.01%	170
2026 Q1	$323	Hold	1	–	–	﹤0.01%	165
2025 Q4	$339	Hold	1	–	–	﹤0.01%	164
2025 Q3	$365	Buy	+1	New	+$302	﹤0.01%	221
2025 Q2	–	Sell	-5	Closed	-$2.08K	–	323
2025 Q1	$2.08K	Buy	+5	New	+$2.56K	﹤0.01%	144
2024 Q4	–	Sell	-200	Closed	-$111K	–	187
2024 Q3	$111K	Hold	200	–	–	0.04%	50
2024 Q2	$102K	Sell	200 -40	-17%	-$19.6K	0.04%	52
2024 Q1	$115K	Hold	240	–	–	0.05%	50
2023 Q4	$125K	Buy	+240	New	+$128K	0.05%	49

Other funds holding UNH

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Bear Mountain Capital's UNH Position: Q2 2026 in Review

Bear Mountain Capital held its UnitedHealth (UNH) position steady in Q2 2026 at 1 share worth $425. The position accounts for ﹤0.01% of the portfolio, ranked #170.

Bear Mountain Capital first reported a position in UNH in Q4 2023 and has held it in 9 quarters since. The position peaked at $125K in Q4 2023. 1,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Bear Mountain Capital held 1 share of UnitedHealth worth $425 as of Q2 2026.
Bear Mountain Capital left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up ﹤0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #170 holding.
Bear Mountain Capital first reported a position in UnitedHealth in Q4 2023 and has held it in 9 quarters since.
Bear Mountain Capital's UnitedHealth position peaked at $125K in Q4 2023.
1,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.