Cottage Street Advisors’s UnitedHealth UNH Stock Holding History

Cottage Street Advisors’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	$271K	Buy	+651	New	+$241K	0.1%	123
2026 Q1	–	Sell	-650	Closed	-$215K	–	147
2025 Q4	$215K	Hold	650	–	–	0.09%	129
2025 Q3	$224K	Buy	+650	New	+$197K	0.1%	124
2025 Q2	–	Sell	-4,010	Closed	-$2.1M	–	117
2025 Q1	$2.1M	Sell	4,010 -404	-9%	-$207K	1.05%	26
2024 Q4	$2.23M	Sell	4,414 -572	-11%	-$325K	1.16%	26
2024 Q3	$2.92M	Sell	4,986 -31	-0.6%	-$17.5K	1.59%	24
2024 Q2	$2.55M	Sell	5,017 -45	-0.9%	-$22.1K	1.51%	24
2024 Q1	$2.5M	Sell	5,062 -117	-2%	-$59.5K	1.51%	26
2023 Q4	$2.74M	Sell	5,179 -11	-0.2%	-$5.87K	1.85%	18
2023 Q3	$2.62M	Buy	5,190 +77	+2%	+$37.9K	1.91%	16
2023 Q2	$2.46M	Buy	5,113 +202	+4%	+$98.8K	1.78%	18
2023 Q1	$2.32M	Buy	+4,911	New	+$2.37M	1.8%	18
2022 Q4	–	Sell	-4,905	Closed	-$2.48M	–	76
2022 Q3	$2.48M	Buy	4,905 +11	+0.2%	+$5.78K	2.03%	16
2022 Q2	$2.51M	Sell	4,894 -5	-0.1%	-$2.51K	1.89%	16
2022 Q1	$2.5M	Buy	4,899 +128	+3%	+$61.7K	1.49%	22
2021 Q4	$2.4M	Sell	4,771 -50	-1%	-$22.6K	1.36%	25
2021 Q3	$1.88M	Hold	4,821	–	–	1.27%	26
2021 Q2	$1.93M	Sell	4,821 -200	-4%	-$79.7K	1.15%	32
2021 Q1	$1.87M	Buy	+5,021	New	+$1.74M	1.23%	30
2020 Q4	–	Sell	-5,346	Closed	-$1.67M	–	86
2020 Q3	$1.67M	Buy	5,346 +210	+4%	+$64.5K	1.22%	31
2020 Q2	$1.51M	Buy	5,136 +698	+16%	+$200K	1.14%	32
2020 Q1	$1.11M	Buy	4,438 +104	+2%	+$28.6K	1%	33
2019 Q4	$1.27M	Buy	4,334 +336	+8%	+$87.9K	0.72%	42
2019 Q3	$869K	Buy	3,998 +800	+25%	+$193K	0.52%	49
2019 Q2	$780K	Buy	+3,198	New	+$769K	0.47%	54

Other funds holding UNH

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

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Cottage Street Advisors's UNH Position: Q2 2026 in Review

Cottage Street Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 651 shares worth $271K. The stake represents 0.1% of the portfolio and ranks #123 among its holdings. This is a return to the name: Cottage Street Advisors previously reported a position in UNH as recently as Q4 2025.

Cottage Street Advisors first reported a position in UNH in Q2 2019 and has held it in 25 quarters since. The position peaked at $2.92M in Q3 2024. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Cottage Street Advisors held 651 shares of UnitedHealth worth $271K as of Q2 2026.
UnitedHealth was a new Cottage Street Advisors position in Q2 2026.
UnitedHealth made up 0.1% of Cottage Street Advisors's portfolio in Q2 2026, its #123 holding.
Cottage Street Advisors first reported a position in UnitedHealth in Q2 2019 and has held it in 25 quarters since.
Cottage Street Advisors's UnitedHealth position peaked at $2.92M in Q3 2024.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cottage Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.