Byrne Asset Management’s UnitedHealth UNH Stock Holding History

Byrne 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	$474K	Buy	1,140 +10	+0.9%	+$3.71K	0.26%	77
2026 Q1	$306K	Sell	1,130 -283	-20%	-$84.3K	0.18%	98
2025 Q4	$466K	Buy	+1,413	New	+$479K	0.26%	82
2025 Q3	–	Sell	-783	Closed	-$237K	–	72
2025 Q2	$244K	Buy	783 +80	+11%	+$30.6K	0.16%	101
2025 Q1	$368K	Buy	+703	New	+$359K	0.27%	77
2024 Q4	–	Sell	-787	Closed	-$447K	–	73
2024 Q3	$460K	Sell	787 -23	-3%	-$13K	0.31%	74
2024 Q2	$394K	Buy	+810	New	+$397K	0.28%	79
2024 Q1	–	Sell	-867	Closed	-$441K	–	83
2023 Q4	$453K	Sell	867 -115	-12%	-$61.3K	0.35%	75
2023 Q3	$495K	Buy	+982	New	+$483K	0.41%	69
2023 Q2	–	Sell	-872	Closed	-$426K	–	100
2023 Q1	$412K	Sell	872 -17	-2%	-$8.2K	0.29%	95
2022 Q4	$471K	Sell	889 -58	-6%	-$30.7K	0.34%	87
2022 Q3	$478K	Hold	947	–	–	0.37%	86
2022 Q2	$486K	Buy	947 +42	+5%	+$21.1K	0.36%	73
2022 Q1	$462K	Sell	905 -160	-15%	-$77.2K	0.29%	79
2021 Q4	$535K	Buy	+1,065	New	+$482K	0.35%	75

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

Byrne Asset Management's UNH Position: Q2 2026 in Review

Byrne Asset Management increased its UnitedHealth (UNH) stake by 0.88% in Q2 2026, buying an estimated $3.71K and bringing the position to 1,140 shares worth $474K. The position accounts for 0.26% of the portfolio, ranked #77.

Byrne Asset Management first reported a position in UNH in Q4 2021 and has held it in 15 quarters since. The position peaked at $535K in Q4 2021. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Byrne Asset Management held 1,140 shares of UnitedHealth worth $474K as of Q2 2026.
Byrne Asset Management bought 10 UnitedHealth shares in Q2 2026, an estimated $3.71K.
UnitedHealth made up 0.26% of Byrne Asset Management's portfolio in Q2 2026, its #77 holding.
Byrne Asset Management first reported a position in UnitedHealth in Q4 2021 and has held it in 15 quarters since.
Byrne Asset Management's UnitedHealth position peaked at $535K in Q4 2021.
568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.