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Diligent Investors’s UnitedHealth UNH Stock Holding History

Diligent Investors’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 		$710K Buy
1,709
+101
+6% +$37.4K 0.16% 174
2026
Q1 		$435K Buy
1,608
+229
+17% +$68.2K 0.11% 213
2025
Q4 		$455K Sell
1,379
-19
-1% -$6.44K 0.11% 201
2025
Q3 		$483K Buy
1,398
+4
+0.3% +$1.21K 0.12% 196
2025
Q2 		$435K Buy
1,394
+344
+33% +$131K 0.1% 216
2025
Q1 		$550K Buy
1,050
+14
+1% +$7.16K 0.13% 191
2024
Q4 		$524K Buy
1,036
+501
+94% +$285K 0.12% 200
2024
Q3 		$313K Sell
535
-20
-4% -$11.3K 0.07% 262
2024
Q2 		$283K Buy
555
+8
+1% +$3.92K 0.07% 264
2024
Q1 		$271K Buy
547
+96
+21% +$48.8K 0.07% 270
2023
Q4 		$237K Buy
451
+1
+0.2% +$533 0.07% 274
2023
Q3 		$227K Sell
450
-107
-19% -$52.7K 0.07% 264
2023
Q2 		$268K Buy
557
+100
+22% +$48.9K 0.08% 229
2023
Q1 		$216K Buy
457
+1
+0.2% +$483 0.07% 251
2022
Q4 		$242K Buy
456
+10
+2% +$5.3K 0.08% 230
2022
Q3 		$225K Hold
446
– – 0.08% 222
2022
Q2 		$229K Buy
+446
New +$224K 0.08% 220

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

Diligent Investors's UNH Position: Q2 2026 in Review

Diligent Investors increased its UnitedHealth (UNH) stake by 6.3% in Q2 2026, buying an estimated $37.4K and bringing the position to 1,709 shares worth $710K. The position accounts for 0.16% of the portfolio, ranked #174.

Diligent Investors first reported a position in UNH in Q2 2022 and has held it in 17 quarters since. 1,795 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Diligent Investors held 1,709 shares of UnitedHealth worth $710K as of Q2 2026.
  • Diligent Investors bought 101 UnitedHealth shares in Q2 2026, an estimated $37.4K.
  • UnitedHealth made up 0.16% of Diligent Investors's portfolio in Q2 2026, its #174 holding.
  • Diligent Investors first reported a position in UnitedHealth in Q2 2022 and has held it in 17 quarters since.
  • 1,795 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.