BDF
UNH icon

Black Diamond Financial’s UnitedHealth UNH Stock Holding History

Black Diamond Financial’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 		$364K Sell
875
-109
-11% -$40.4K 0.03% 137
2026
Q1 		$266K Buy
984
+35
+4% +$10.4K 0.03% 153
2025
Q4 		$313K Sell
949
-43
-4% -$14.6K 0.03% 133
2025
Q3 		$343K Sell
992
-305
-24% -$92.2K 0.04% 118
2025
Q2 		$405K Buy
1,297
+17
+1% +$6.5K 0.06% 94
2025
Q1 		$670K Buy
1,280
+8
+0.6% +$4.09K 0.1% 81
2024
Q4 		$643K Buy
1,272
+51
+4% +$29K 0.1% 75
2024
Q3 		$714K Sell
1,221
-19
-2% -$10.7K 0.12% 70
2024
Q2 		$632K Buy
1,240
+216
+21% +$106K 0.12% 75
2024
Q1 		$539K Hold
1,024
– – 0.15% 67
2023
Q4 		$539K Sell
1,024
-41
-4% -$21.9K 0.15% 67
2023
Q3 		$537K Sell
1,065
-21
-2% -$10.3K 0.17% 61
2023
Q2 		$522K Buy
1,086
+17
+2% +$8.31K 0.15% 64
2023
Q1 		$505K Buy
1,069
+40
+4% +$19.3K 0.17% 62
2022
Q4 		$546K Hold
1,029
– – 0.2% 59
2022
Q3 		$520K Hold
1,029
– – 0.21% 58
2022
Q2 		$529K Sell
1,029
-65
-6% -$32.6K 0.21% 59
2022
Q1 		$558K Buy
1,094
+96
+10% +$46.3K 0.18% 63
2021
Q4 		$501K Buy
998
+361
+57% +$163K 0.17% 58
2021
Q3 		$249K Hold
637
– – 0.12% 69
2021
Q2 		$255K Hold
637
– – 0.1% 74
2021
Q1 		$237K Sell
637
-50
-7% -$17.3K 0.1% 75
2020
Q4 		$241K Hold
687
– – 0.11% 67
2020
Q3 		$214K Buy
+687
New +$211K 0.12% 70

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

Black Diamond Financial's UNH Position: Q2 2026 in Review

Black Diamond Financial reduced its UnitedHealth (UNH) stake by 11% in Q2 2026, selling an estimated $40.4K and leaving 875 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #137.

Black Diamond Financial first reported a position in UNH in Q3 2020 and has held it in 24 quarters since. The position peaked at $714K in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Black Diamond Financial held 875 shares of UnitedHealth worth $364K as of Q2 2026.
  • Black Diamond Financial sold 109 UnitedHealth shares in Q2 2026, an estimated $40.4K.
  • UnitedHealth made up 0.03% of Black Diamond Financial's portfolio in Q2 2026, its #137 holding.
  • Black Diamond Financial first reported a position in UnitedHealth in Q3 2020 and has held it in 24 quarters since.
  • Black Diamond Financial's UnitedHealth position peaked at $714K in Q3 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.