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UNH icon

Certuity’s UnitedHealth UNH Stock Holding History

Certuity’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 		$606K Sell
1,457
-1,157
-44% -$429K 0.03% 287
2026
Q1 		$707K Sell
2,614
-79
-3% -$23.5K 0.05% 220
2025
Q4 		$889K Sell
2,693
-1,135
-30% -$385K 0.06% 178
2025
Q3 		$1.32M Buy
3,828
+1,076
+39% +$325K 0.09% 135
2025
Q2 		$859K Buy
2,752
+67
+2% +$25.6K 0.08% 137
2025
Q1 		$1.41M Sell
2,685
-140
-5% -$71.6K 0.15% 97
2024
Q4 		$1.43M Buy
2,825
+548
+24% +$311K 0.16% 92
2024
Q3 		$1.33M Sell
2,277
-107
-4% -$60.5K 0.14% 110
2024
Q2 		$1.21M Sell
2,384
-385
-14% -$189K 0.1% 112
2024
Q1 		$1.37M Buy
2,769
+87
+3% +$44.2K 0.12% 89
2023
Q4 		$1.41M Sell
2,682
-100
-4% -$53.3K 0.14% 85
2023
Q3 		$1.4M Buy
2,782
+311
+13% +$153K 0.17% 70
2023
Q2 		$1.19M Sell
2,471
-10
-0.4% -$4.89K 0.14% 77
2023
Q1 		$1.17M Buy
2,481
+65
+3% +$31.4K 0.17% 65
2022
Q4 		$1.28M Sell
2,416
-772
-24% -$409K 0.2% 59
2022
Q3 		$1.61M Buy
3,188
+988
+45% +$520K 0.37% 37
2022
Q2 		$1.13M Buy
2,200
+469
+27% +$236K 0.29% 46
2022
Q1 		$883K Buy
1,731
+314
+22% +$151K 0.19% 87
2021
Q4 		$712K Sell
1,417
-789
-36% -$357K 0.15% 100
2021
Q3 		$867K Sell
2,206
-365
-14% -$151K 0.17% 102
2021
Q2 		$1.03M Buy
2,571
+79
+3% +$31.5K 0.24% 63
2021
Q1 		$927K Buy
2,492
+269
+12% +$93.2K 0.25% 62
2020
Q4 		$780K Buy
2,223
+472
+27% +$158K 0.25% 66
2020
Q3 		$546K Buy
1,751
+889
+103% +$273K 0.22% 77
2020
Q2 		$254K Sell
862
-105
-11% -$30.1K 0.12% 131
2020
Q1 		$241K Sell
967
-493
-34% -$136K 0.13% 121
2019
Q4 		$429K Buy
+1,460
New +$382K 0.21% 90

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

Certuity's UNH Position: Q2 2026 in Review

Certuity reduced its UnitedHealth (UNH) stake by 44% in Q2 2026, selling an estimated $429K and leaving 1,457 shares worth $606K. The position accounts for 0.03% of the portfolio, ranked #287.

Certuity first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.61M in Q3 2022. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Certuity held 1,457 shares of UnitedHealth worth $606K as of Q2 2026.
  • Certuity sold 1,157 UnitedHealth shares in Q2 2026, an estimated $429K.
  • UnitedHealth made up 0.03% of Certuity's portfolio in Q2 2026, its #287 holding.
  • Certuity first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Certuity's UnitedHealth position peaked at $1.61M in Q3 2022.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.