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Eagle Bay Advisors’s UnitedHealth UNH Stock Holding History

Eagle Bay Advisors’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 		$220K Buy
+528
New +$196K 0.16% 133
2026
Q1 		– Sell
-1,006
Closed -$332K – 255
2025
Q4 		$332K Buy
1,006
+157
+18% +$53.2K 0.24% 75
2025
Q3 		$293K Buy
849
+111
+15% +$33.6K 0.23% 79
2025
Q2 		$230K Sell
738
-150
-17% -$57.3K 0.19% 97
2025
Q1 		$465K Sell
888
-53
-6% -$27.1K 0.39% 52
2024
Q4 		$476K Sell
941
-152
-14% -$86.4K 0.3% 59
2024
Q3 		$639K Sell
1,093
-11
-1% -$6.22K 0.24% 77
2024
Q2 		$562K Sell
1,104
-224
-17% -$110K 0.34% 51
2024
Q1 		$657K Sell
1,328
-100
-7% -$50.8K 0.41% 44
2023
Q4 		$752K Sell
1,428
-299
-17% -$159K 0.48% 41
2023
Q3 		$871K Buy
1,727
+692
+67% +$341K 0.4% 44
2023
Q2 		$497K Buy
1,035
+11
+1% +$5.38K 0.28% 55
2023
Q1 		$484K Sell
1,024
-261
-20% -$126K 0.27% 59
2022
Q4 		$681K Sell
1,285
-488
-28% -$259K 0.38% 48
2022
Q3 		$897K Sell
1,773
-34
-2% -$17.9K 0.55% 38
2022
Q2 		$928K Buy
1,807
+637
+54% +$320K 0.56% 35
2022
Q1 		$596K Sell
1,170
-231
-16% -$111K 0.49% 35
2021
Q4 		$702K Buy
1,401
+211
+18% +$95.5K 0.45% 35
2021
Q3 		$466K Sell
1,190
-181
-13% -$75K 0.26% 60
2021
Q2 		$553K Buy
+1,371
New +$547K 0.44% 34

Other funds holding UNH

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
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
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Eagle Bay Advisors's UNH Position: Q2 2026 in Review

Eagle Bay Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 528 shares worth $220K. The stake represents 0.16% of the portfolio and ranks #133 among its holdings. This is a return to the name: Eagle Bay Advisors previously reported a position in UNH as recently as Q4 2025.

Eagle Bay Advisors first reported a position in UNH in Q2 2021 and has held it in 20 quarters since. The position peaked at $928K in Q2 2022. 1,635 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Eagle Bay Advisors held 528 shares of UnitedHealth worth $220K as of Q2 2026.
  • UnitedHealth was a new Eagle Bay Advisors position in Q2 2026.
  • UnitedHealth made up 0.16% of Eagle Bay Advisors's portfolio in Q2 2026, its #133 holding.
  • Eagle Bay Advisors first reported a position in UnitedHealth in Q2 2021 and has held it in 20 quarters since.
  • Eagle Bay Advisors's UnitedHealth position peaked at $928K in Q2 2022.
  • 1,635 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Eagle Bay Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.