Cidel Asset Management’s UnitedHealth UNH Stock Holding History

Cidel 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	$5.49M	Buy	13,198 +441	+3%	+$163K	0.26%	75
2026 Q1	$3.45M	Buy	12,757 +3,565	+39%	+$1.06M	0.19%	79
2025 Q4	$3.03M	Buy	9,192 +1,278	+16%	+$433K	0.21%	75
2025 Q3	$2.73M	Buy	7,914 +1,403	+22%	+$424K	0.16%	80
2025 Q2	$2.03M	Buy	6,511 +1,118	+21%	+$427K	0.12%	91
2025 Q1	$2.82M	Buy	5,393 +380	+8%	+$194K	0.18%	76
2024 Q4	$2.54M	Buy	5,013 +209	+4%	+$119K	0.17%	75
2024 Q3	$2.81M	Buy	4,804 +64	+1%	+$36.2K	0.2%	74
2024 Q2	$2.41M	Buy	4,740 +200	+4%	+$98K	0.19%	73
2024 Q1	$2.25M	Buy	4,540 +130	+3%	+$66.1K	0.17%	77
2023 Q4	$2.32M	Buy	+4,410	New	+$2.35M	0.1%	84
2018 Q4	–	Sell	-785	Closed	-$209K	–	116
2018 Q3	$209K	Buy	+785	New	+$204K	0.01%	102

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Cidel Asset Management increased its UnitedHealth (UNH) stake by 3.5% in Q2 2026, buying an estimated $163K and bringing the position to 13,198 shares worth $5.49M. The position accounts for 0.26% of the portfolio, ranked #75.

Cidel Asset Management first reported a position in UNH in Q3 2018 and has held it in 12 quarters since. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Cidel Asset Management held 13,198 shares of UnitedHealth worth $5.49M as of Q2 2026.
Cidel Asset Management bought 441 UnitedHealth shares in Q2 2026, an estimated $163K.
UnitedHealth made up 0.26% of Cidel Asset Management's portfolio in Q2 2026, its #75 holding.
Cidel Asset Management first reported a position in UnitedHealth in Q3 2018 and has held it in 12 quarters since.
1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.