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Coastwise Capital Group’s UnitedHealth UNH Stock Holding History

Coastwise Capital Group’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 		$1.28M Sell
3,068
-19
-0.6% -$7.04K 0.74% 36
2026
Q1 		$835K Buy
3,087
+1,281
+71% +$381K 0.46% 46
2025
Q4 		$596K Sell
1,806
-571
-24% -$194K 0.3% 69
2025
Q3 		$821K Buy
2,377
+1,042
+78% +$315K 0.58% 45
2025
Q2 		$417K Buy
1,335
+518
+63% +$198K 0.33% 70
2025
Q1 		$428K Buy
+817
New +$418K 0.36% 68

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

Coastwise Capital Group's UNH Position: Q2 2026 in Review

Coastwise Capital Group reduced its UnitedHealth (UNH) stake by 0.62% in Q2 2026, selling an estimated $7.04K and leaving 3,068 shares worth $1.28M. The position accounts for 0.74% of the portfolio, ranked #36.

Coastwise Capital Group first reported a position in UNH in Q1 2025 and has held it in 6 quarters since. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Coastwise Capital Group held 3,068 shares of UnitedHealth worth $1.28M as of Q2 2026.
  • Coastwise Capital Group sold 19 UnitedHealth shares in Q2 2026, an estimated $7.04K.
  • UnitedHealth made up 0.74% of Coastwise Capital Group's portfolio in Q2 2026, its #36 holding.
  • Coastwise Capital Group first reported a position in UnitedHealth in Q1 2025 and has held it in 6 quarters since.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.