CFG
UNH icon

Cooper Financial Group’s UnitedHealth UNH Stock Holding History

Cooper Financial 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 		$1.85M Buy
4,459
+420
+10% +$156K 0.15% 113
2026
Q1 		$1.09M Sell
4,039
-299
-7% -$89K 0.11% 146
2025
Q4 		$1.43M Buy
4,338
+30
+0.7% +$10.2K 0.15% 108
2025
Q3 		$1.49M Buy
4,308
+119
+3% +$36K 0.16% 98
2025
Q2 		$1.31M Sell
4,189
-682
-14% -$261K 0.15% 116
2025
Q1 		$2.55M Buy
4,871
+628
+15% +$321K 0.34% 58
2024
Q4 		$2.15M Sell
4,243
-29
-0.7% -$16.5K 0.26% 67
2024
Q3 		$2.5M Buy
4,272
+1,541
+56% +$872K 0.32% 61
2024
Q2 		$1.39M Buy
2,731
+492
+22% +$241K 0.2% 91
2024
Q1 		$1.11M Buy
2,239
+165
+8% +$83.9K 0.18% 109
2023
Q4 		$1.09M Buy
2,074
+32
+2% +$17.1K 0.2% 100
2023
Q3 		$1.03M Buy
2,042
+125
+7% +$61.5K 0.25% 99
2023
Q2 		$921K Buy
1,917
+382
+25% +$187K 0.23% 105
2023
Q1 		$726K Sell
1,535
-102
-6% -$49.2K 0.2% 128
2022
Q4 		$868K Buy
1,637
+125
+8% +$66.2K 0.27% 92
2022
Q3 		$764K Buy
1,512
+66
+5% +$34.7K 0.27% 92
2022
Q2 		$743K Buy
1,446
+414
+40% +$208K 0.27% 94
2022
Q1 		$526K Buy
+1,032
New +$498K 0.2% 108
2021
Q4 		– Sell
-562
Closed -$220K – 274
2021
Q3 		$220K Sell
562
-12
-2% -$4.97K 0.05% 231
2021
Q2 		$230K Sell
574
-47
-8% -$18.7K 0.05% 226
2021
Q1 		$231K Sell
621
-858
-58% -$297K 0.05% 216
2020
Q4 		$519K Buy
1,479
+770
+109% +$258K 0.11% 149
2020
Q3 		$221K Sell
709
-20
-3% -$6.14K 0.06% 185
2020
Q2 		$215K Buy
+729
New +$209K 0.07% 173

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

Cooper Financial Group's UNH Position: Q2 2026 in Review

Cooper Financial Group increased its UnitedHealth (UNH) stake by 10% in Q2 2026, buying an estimated $156K and bringing the position to 4,459 shares worth $1.85M. The position accounts for 0.15% of the portfolio, ranked #113.

Cooper Financial Group first reported a position in UNH in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.55M in Q1 2025. 1,846 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Cooper Financial Group held 4,459 shares of UnitedHealth worth $1.85M as of Q2 2026.
  • Cooper Financial Group bought 420 UnitedHealth shares in Q2 2026, an estimated $156K.
  • UnitedHealth made up 0.15% of Cooper Financial Group's portfolio in Q2 2026, its #113 holding.
  • Cooper Financial Group first reported a position in UnitedHealth in Q2 2020 and has held it in 24 quarters since.
  • Cooper Financial Group's UnitedHealth position peaked at $2.55M in Q1 2025.
  • 1,846 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.