Burns Matteson Capital Management’s UnitedHealth UNH Stock Holding History

Burns Matteson Capital 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	$860K	Buy	2,070 +212	+11%	+$78.6K	0.27%	51
2026 Q1	$503K	Sell	1,858 -4,594	-71%	-$1.37M	0.18%	117
2025 Q4	$2.13M	Sell	6,452 -1,565	-20%	-$530K	0.75%	26
2025 Q3	$2.77M	Buy	+8,017	New	+$2.42M	1.09%	25
2023 Q2	–	Sell	-440	Closed	-$208K	–	184
2023 Q1	$208K	Buy	+440	New	+$212K	0.13%	129
2021 Q4	–	Sell	-544	Closed	-$212K	–	160
2021 Q3	$212K	Buy	+544	New	+$225K	0.16%	116

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Burns Matteson Capital Management's UNH Position: Q2 2026 in Review

Burns Matteson Capital Management increased its UnitedHealth (UNH) stake by 11% in Q2 2026, buying an estimated $78.6K and bringing the position to 2,070 shares worth $860K. The position accounts for 0.27% of the portfolio, ranked #51.

Burns Matteson Capital Management first reported a position in UNH in Q3 2021 and has held it in 6 quarters since. The position peaked at $2.77M in Q3 2025. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Burns Matteson Capital Management held 2,070 shares of UnitedHealth worth $860K as of Q2 2026.
Burns Matteson Capital Management bought 212 UnitedHealth shares in Q2 2026, an estimated $78.6K.
UnitedHealth made up 0.27% of Burns Matteson Capital Management's portfolio in Q2 2026, its #51 holding.
Burns Matteson Capital Management first reported a position in UnitedHealth in Q3 2021 and has held it in 6 quarters since.
Burns Matteson Capital Management's UnitedHealth position peaked at $2.77M in Q3 2025.
568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.