Diversified Enterprises’s UnitedHealth UNH Stock Holding History

Diversified Enterprises’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	$1.55M	Sell	3,740 -1,171	-24%	-$434K	0.08%	110
2026 Q1	$1.33M	Buy	4,911 +167	+4%	+$49.7K	0.07%	127
2025 Q4	$1.57M	Buy	4,744 +1,448	+44%	+$491K	0.09%	95
2025 Q3	$1.14M	Sell	3,296 -650	-16%	-$197K	0.08%	88
2025 Q2	$1.23M	Sell	3,946 -969	-20%	-$370K	0.09%	82
2025 Q1	$2.57M	Buy	4,915 +1,122	+30%	+$574K	0.22%	52
2024 Q4	$1.92M	Buy	3,793 +441	+13%	+$251K	0.18%	47
2024 Q3	$1.96M	Buy	+3,352	New	+$1.9M	0.22%	44

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

Diversified Enterprises's UNH Position: Q2 2026 in Review

Diversified Enterprises reduced its UnitedHealth (UNH) stake by 24% in Q2 2026, selling an estimated $434K and leaving 3,740 shares worth $1.55M. The position accounts for 0.08% of the portfolio, ranked #110.

Diversified Enterprises first reported a position in UNH in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.57M in Q1 2025. 1,540 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Diversified Enterprises held 3,740 shares of UnitedHealth worth $1.55M as of Q2 2026.
Diversified Enterprises sold 1,171 UnitedHealth shares in Q2 2026, an estimated $434K.
UnitedHealth made up 0.08% of Diversified Enterprises's portfolio in Q2 2026, its #110 holding.
Diversified Enterprises first reported a position in UnitedHealth in Q3 2024 and has held it in 8 quarters since.
Diversified Enterprises's UnitedHealth position peaked at $2.57M in Q1 2025.
1,540 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.