Disciplined Equity Management’s UnitedHealth UNH Stock Holding History

Disciplined Equity Management’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	$274K	Buy	+660	New	+$245K	0.12%	42
2026 Q1	–	Sell	-660	Closed	-$218K	–	60
2025 Q4	$218K	Hold	660	–	–	0.11%	44
2025 Q3	$228K	Hold	660	–	–	0.12%	43
2025 Q2	$206K	Hold	660	–	–	0.12%	43
2025 Q1	$346K	Hold	660	–	–	0.24%	35
2024 Q4	$334K	Hold	660	–	–	0.22%	40
2024 Q3	$386K	Hold	660	–	–	0.24%	39
2024 Q2	$336K	Hold	660	–	–	0.22%	40
2024 Q1	$327K	Sell	660 -1,594	-71%	-$810K	0.22%	39
2023 Q4	$1.19M	Buy	2,254 +279	+14%	+$149K	0.81%	22
2023 Q3	$996K	Hold	1,975	–	–	0.83%	23
2023 Q2	$949K	Sell	1,975 -15	-0.8%	-$7.33K	0.77%	26
2023 Q1	$940K	Buy	1,990 +52	+3%	+$25.1K	0.8%	23
2022 Q4	$1.03M	Hold	1,938	–	–	0.91%	18
2022 Q3	$979K	Buy	1,938 +1,278	+194%	+$672K	0.97%	16
2022 Q2	$339K	Hold	660	–	–	0.31%	37
2022 Q1	$337K	Hold	660	–	–	0.34%	36
2021 Q4	$331K	Buy	+660	New	+$299K	0.32%	34

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

Disciplined Equity Management's UNH Position: Q2 2026 in Review

Disciplined Equity Management opened a new position in UnitedHealth (UNH) in Q2 2026: 660 shares worth $274K. The stake represents 0.12% of the portfolio and ranks #42 among its holdings. This is a return to the name: Disciplined Equity Management previously reported a position in UNH as recently as Q4 2025.

Disciplined Equity Management first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.19M in Q4 2023. 1,456 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Disciplined Equity Management held 660 shares of UnitedHealth worth $274K as of Q2 2026.
UnitedHealth was a new Disciplined Equity Management position in Q2 2026.
UnitedHealth made up 0.12% of Disciplined Equity Management's portfolio in Q2 2026, its #42 holding.
Disciplined Equity Management first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
Disciplined Equity Management's UnitedHealth position peaked at $1.19M in Q4 2023.
1,456 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Disciplined Equity Management's 13F filing for Q2 2026, filed 29 Jul 2026.