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Contravisory Investment Management’s UnitedHealth UNH Stock Holding History

Contravisory Investment 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 		$1.31M Buy
+3,149
New +$1.17M 0.23% 75
2025
Q1 		– Sell
-33
Closed -$16.7K – 455
2024
Q4 		$16.7K Buy
+33
New +$18.8K ﹤0.01% 309
2023
Q2 		– Sell
-834
Closed -$394K – 376
2023
Q1 		$394K Sell
834
-16,463
-95% -$7.94M 0.11% 126
2022
Q4 		$9.17M Buy
17,297
+243
+1% +$129K 2.54% 5
2022
Q3 		$8.61M Sell
17,054
-421
-2% -$221K 2.87% 3
2022
Q2 		$8.98M Sell
17,475
-555
-3% -$279K 2.91% 2
2022
Q1 		$9.2M Sell
18,030
-619
-3% -$299K 2.61% 5
2021
Q4 		$9.36M Buy
18,649
+176
+1% +$79.7K 2.53% 7
2021
Q3 		$7.22M Sell
18,473
-489
-3% -$203K 2.19% 11
2021
Q2 		$7.59M Sell
18,962
-180
-0.9% -$71.8K 2.24% 10
2021
Q1 		$7.12M Sell
19,142
-622
-3% -$216K 2.23% 12
2020
Q4 		$6.93M Buy
19,764
+109
+0.6% +$36.5K 2.15% 11
2020
Q3 		$6.13M Buy
+19,655
New +$6.04M 2.09% 19
2019
Q2 		– Sell
-204
Closed -$50K – 330
2019
Q1 		$50K Buy
204
+19
+10% +$4.84K 0.02% 220
2018
Q4 		$46K Buy
185
+117
+172% +$30.9K 0.02% 209
2018
Q3 		$18K Hold
68
– – 0.01% 214
2018
Q2 		$17K Hold
68
– – 0.01% 250
2018
Q1 		$15K Sell
68
-52
-43% -$11.9K 0.01% 250
2017
Q4 		$26K Sell
120
-5
-4% -$1.06K 0.01% 223
2017
Q3 		$24K Buy
+125
New +$24.1K 0.01% 221
2016
Q3 		– Sell
-16
Closed -$2K – 324
2016
Q2 		$2K Hold
16
– – ﹤0.01% 196
2016
Q1 		$2K Hold
16
– – ﹤0.01% 185
2015
Q4 		$2K Sell
16
-64
-80% -$7.48K ﹤0.01% 193
2015
Q3 		$9K Hold
80
– – ﹤0.01% 131
2015
Q2 		$10K Hold
80
– – ﹤0.01% 146
2015
Q1 		$9K Hold
80
– – ﹤0.01% 127
2014
Q4 		$8K Hold
80
– – ﹤0.01% 133
2014
Q3 		$7K Hold
80
– – ﹤0.01% 124
2014
Q2 		$7K Buy
+80
New +$6.29K ﹤0.01% 125

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Contravisory Investment Management's UNH Position: Q2 2026 in Review

Contravisory Investment Management opened a new position in UnitedHealth (UNH) in Q2 2026: 3,149 shares worth $1.31M. The stake represents 0.23% of the portfolio and ranks #75 among its holdings. This is a return to the name: Contravisory Investment Management previously reported a position in UNH as recently as Q4 2024.

Contravisory Investment Management first reported a position in UNH in Q2 2014 and has held it in 29 quarters since. The position peaked at $9.36M in Q4 2021. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Contravisory Investment Management held 3,149 shares of UnitedHealth worth $1.31M as of Q2 2026.
  • UnitedHealth was a new Contravisory Investment Management position in Q2 2026.
  • UnitedHealth made up 0.23% of Contravisory Investment Management's portfolio in Q2 2026, its #75 holding.
  • Contravisory Investment Management first reported a position in UnitedHealth in Q2 2014 and has held it in 29 quarters since.
  • Contravisory Investment Management's UnitedHealth position peaked at $9.36M in Q4 2021.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.