Canopy Partners’s UnitedHealth UNH Stock Holding History

Canopy Partners’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	$1.63M	Buy	3,932 +242	+7%	+$89.7K	0.49%	45
2026 Q1	$998K	Sell	3,690 -101	-3%	-$30.1K	0.34%	62
2025 Q4	$1.25M	Buy	3,791 +37	+1%	+$12.5K	0.41%	50
2025 Q3	$1.3M	Buy	3,754 +285	+8%	+$86.2K	0.43%	48
2025 Q2	$1.08M	Sell	3,469 -1,567	-31%	-$599K	0.4%	54
2025 Q1	$2.64M	Sell	5,036 -208	-4%	-$106K	1.03%	23
2024 Q4	$2.65M	Buy	5,244 +794	+18%	+$451K	1.01%	22
2024 Q3	$2.6M	Buy	4,450 +81	+2%	+$45.8K	1.12%	17
2024 Q2	$2.22M	Sell	4,369 -148	-3%	-$72.5K	1.03%	17
2024 Q1	$2.23M	Buy	4,517 +395	+10%	+$201K	1.09%	15
2023 Q4	$2.17M	Buy	+4,122	New	+$2.2M	1.32%	15

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

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

Canopy Partners's UNH Position: Q2 2026 in Review

Canopy Partners increased its UnitedHealth (UNH) stake by 6.6% in Q2 2026, buying an estimated $89.7K and bringing the position to 3,932 shares worth $1.63M. The position accounts for 0.49% of the portfolio, ranked #45.

Canopy Partners first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.65M in Q4 2024. 991 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Canopy Partners held 3,932 shares of UnitedHealth worth $1.63M as of Q2 2026.
Canopy Partners bought 242 UnitedHealth shares in Q2 2026, an estimated $89.7K.
UnitedHealth made up 0.49% of Canopy Partners's portfolio in Q2 2026, its #45 holding.
Canopy Partners first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Canopy Partners's UnitedHealth position peaked at $2.65M in Q4 2024.
991 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.