Blue Square Asset Management’s UnitedHealth UNH Stock Holding History

Blue Square Asset 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	$301K	Buy	+724	New	+$268K	0.12%	58
2026 Q1	–	Sell	-724	Closed	-$239K	–	74
2025 Q4	$239K	Sell	724 -213	-23%	-$72.2K	0.11%	65
2025 Q3	$324K	Sell	937 -5,482	-85%	-$1.66M	0.14%	59
2025 Q2	$2M	Buy	6,419 +1,228	+24%	+$469K	0.94%	34
2025 Q1	$2.72M	Sell	5,191 -54	-1%	-$27.6K	1.46%	25
2024 Q4	$2.65M	Buy	5,245 +127	+2%	+$72.2K	1.32%	28
2024 Q3	$2.99M	Buy	5,118 +203	+4%	+$115K	1.61%	18
2024 Q2	$2.5M	Sell	4,915 -105	-2%	-$51.5K	1.46%	23
2024 Q1	$2.48M	Sell	5,020 -315	-6%	-$160K	1.65%	17
2023 Q4	$2.81M	Sell	5,335 -5	-0.1%	-$2.67K	1.87%	14
2023 Q3	$2.69M	Buy	5,340 +1,632	+44%	+$803K	1.98%	11
2023 Q2	$1.78M	Buy	3,708 +2,175	+142%	+$1.06M	1.27%	18
2023 Q1	$724K	Buy	1,533 +798	+109%	+$385K	0.48%	30
2022 Q4	$390K	Hold	735	–	–	0.25%	18
2022 Q3	$371K	Hold	735	–	–	0.25%	14
2022 Q2	$378K	Hold	735	–	–	0.81%	37
2022 Q1	$375K	Hold	735	–	–	0.31%	43
2021 Q4	$369K	Sell	735 -14	-2%	-$6.34K	0.23%	67
2021 Q3	$293K	Hold	749	–	–	0.18%	74
2021 Q2	$300K	Sell	749 -31	-4%	-$12.4K	0.18%	72
2021 Q1	$290K	Buy	780 +31	+4%	+$10.7K	0.19%	73
2020 Q4	$263K	Sell	749 -18	-2%	-$6.03K	0.18%	75
2020 Q3	$239K	Hold	767	–	–	0.17%	74
2020 Q2	$226K	Buy	+767	New	+$220K	0.16%	57
2020 Q1	–	Sell	-767	Closed	-$225K	–	99
2019 Q4	$225K	Buy	+767	New	+$201K	0.18%	83

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

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Blue Square Asset Management's UNH Position: Q2 2026 in Review

Blue Square Asset Management opened a new position in UnitedHealth (UNH) in Q2 2026: 724 shares worth $301K. The stake represents 0.12% of the portfolio and ranks #58 among its holdings. This is a return to the name: Blue Square Asset Management previously reported a position in UNH as recently as Q4 2025.

Blue Square Asset Management first reported a position in UNH in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.99M in Q3 2024. 1,155 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Blue Square Asset Management held 724 shares of UnitedHealth worth $301K as of Q2 2026.
UnitedHealth was a new Blue Square Asset Management position in Q2 2026.
UnitedHealth made up 0.12% of Blue Square Asset Management's portfolio in Q2 2026, its #58 holding.
Blue Square Asset Management first reported a position in UnitedHealth in Q4 2019 and has held it in 25 quarters since.
Blue Square Asset Management's UnitedHealth position peaked at $2.99M in Q3 2024.
1,155 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Blue Square Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.