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Cary Street Partners’s UnitedHealth UNH Stock Holding History

Cary Street 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 		$4.4M Buy
10,577
+362
+4% +$134K 0.1% 215
2026
Q1 		$2.76M Buy
10,215
+767
+8% +$228K 0.07% 272
2025
Q4 		$3.12M Sell
9,448
-1,791
-16% -$607K 0.08% 252
2025
Q3 		$3.88M Sell
11,239
-2,414
-18% -$730K 0.1% 211
2025
Q2 		$4.26M Buy
13,653
+6,657
+95% +$2.54M 0.12% 186
2025
Q1 		$3.66M Sell
6,996
-15,692
-69% -$8.02M 0.12% 184
2024
Q4 		$11.5M Buy
+22,688
New +$12.9M 0.37% 67

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

Cary Street Partners's UNH Position: Q2 2026 in Review

Cary Street Partners increased its UnitedHealth (UNH) stake by 3.5% in Q2 2026, buying an estimated $134K and bringing the position to 10,577 shares worth $4.4M. The position accounts for 0.1% of the portfolio, ranked #215.

Cary Street Partners first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.5M in Q4 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Cary Street Partners held 10,577 shares of UnitedHealth worth $4.4M as of Q2 2026.
  • Cary Street Partners bought 362 UnitedHealth shares in Q2 2026, an estimated $134K.
  • UnitedHealth made up 0.1% of Cary Street Partners's portfolio in Q2 2026, its #215 holding.
  • Cary Street Partners first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's UnitedHealth position peaked at $11.5M in Q4 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.