Crown Wealth Group’s UnitedHealth UNH Stock Holding History

Crown Wealth 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	$342K	Buy	+822	New	+$305K	0.09%	100
2025 Q4	–	Sell	-602	Closed	-$208K	–	149
2025 Q3	$208K	Sell	602 -145	-19%	-$43.9K	0.06%	121
2025 Q2	$233K	Buy	747 +2	+0.3%	+$764	0.09%	98
2025 Q1	$390K	Buy	745 +70	+10%	+$35.8K	0.2%	57
2024 Q4	$341K	Buy	675 +5	+0.7%	+$2.84K	0.14%	77
2024 Q3	$391K	Sell	670 -22	-3%	-$12.4K	0.17%	68
2024 Q2	$352K	Buy	692 +10	+1%	+$4.9K	0.18%	66
2024 Q1	$337K	Buy	682 +30	+5%	+$15.3K	0.17%	65
2023 Q4	$343K	Buy	652 +135	+26%	+$72K	0.21%	54
2023 Q3	$261K	Buy	517 +37	+8%	+$18.2K	0.2%	56
2023 Q2	$231K	Sell	480 -48	-9%	-$23.5K	0.18%	59
2023 Q1	$250K	Sell	528 -119	-18%	-$57.4K	0.21%	53
2022 Q4	$343K	Buy	647 +53	+9%	+$28.1K	0.32%	41
2022 Q3	$300K	Buy	594 +23	+4%	+$12.1K	0.31%	42
2022 Q2	$293K	Buy	571 +86	+18%	+$43.2K	0.27%	50
2022 Q1	$247K	Buy	+485	New	+$234K	0.17%	81

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

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Crown Wealth Group's UNH Position: Q2 2026 in Review

Crown Wealth Group opened a new position in UnitedHealth (UNH) in Q2 2026: 822 shares worth $342K. The stake represents 0.09% of the portfolio and ranks #100 among its holdings. This is a return to the name: Crown Wealth Group previously reported a position in UNH as recently as Q3 2025.

Crown Wealth Group first reported a position in UNH in Q1 2022 and has held it in 16 quarters since. The position peaked at $391K in Q3 2024. 1,444 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Crown Wealth Group held 822 shares of UnitedHealth worth $342K as of Q2 2026.
UnitedHealth was a new Crown Wealth Group position in Q2 2026.
UnitedHealth made up 0.09% of Crown Wealth Group's portfolio in Q2 2026, its #100 holding.
Crown Wealth Group first reported a position in UnitedHealth in Q1 2022 and has held it in 16 quarters since.
Crown Wealth Group's UnitedHealth position peaked at $391K in Q3 2024.
1,444 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.