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Counterweight Ventures’s UnitedHealth UNH Stock Holding History

Counterweight Ventures’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 		$1.02M Sell
2,446
-132
-5% -$48.9K 0.51% 53
2026
Q1 		$698K Sell
2,578
-90
-3% -$26.8K 0.39% 57
2025
Q4 		$881K Sell
2,668
-253
-9% -$85.7K 0.49% 51
2025
Q3 		$1.01M Sell
2,921
-2,889
-50% -$874K 0.59% 45
2025
Q2 		$1.81M Buy
5,810
+148
+3% +$56.6K 1.18% 31
2025
Q1 		$2.97M Buy
5,662
+187
+3% +$95.6K 2.13% 20
2024
Q4 		$2.77M Buy
5,475
+89
+2% +$50.6K 1.96% 21
2024
Q3 		$3.15M Buy
5,386
+578
+12% +$327K 2.23% 19
2024
Q2 		$2.45M Buy
4,808
+74
+2% +$36.3K 1.85% 24
2024
Q1 		$2.34M Buy
4,734
+178
+4% +$90.5K 1.89% 23
2023
Q4 		$2.4M Buy
+4,556
New +$2.43M 2.18% 19

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Counterweight Ventures's UNH Position: Q2 2026 in Review

Counterweight Ventures reduced its UnitedHealth (UNH) stake by 5.1% in Q2 2026, selling an estimated $48.9K and leaving 2,446 shares worth $1.02M. The position accounts for 0.51% of the portfolio, ranked #53.

Counterweight Ventures first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.15M in Q3 2024. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Counterweight Ventures held 2,446 shares of UnitedHealth worth $1.02M as of Q2 2026.
  • Counterweight Ventures sold 132 UnitedHealth shares in Q2 2026, an estimated $48.9K.
  • UnitedHealth made up 0.51% of Counterweight Ventures's portfolio in Q2 2026, its #53 holding.
  • Counterweight Ventures first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Counterweight Ventures's UnitedHealth position peaked at $3.15M in Q3 2024.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Counterweight Ventures's 13F filing for Q2 2026, filed 23 Jul 2026.