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Eclectic Associates’s UnitedHealth UNH Stock Holding History

Eclectic Associates’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 		$4.06M Sell
9,776
-10
-0.1% -$3.71K 0.46% 40
2026
Q1 		$2.65M Buy
9,786
+128
+1% +$38.1K 0.35% 49
2025
Q4 		$3.19M Sell
9,658
-39
-0.4% -$13.2K 0.5% 39
2025
Q3 		$3.35M Sell
9,697
-1
-0% -$302 0.61% 37
2025
Q2 		$3.03M Sell
9,698
-231
-2% -$88.3K 0.66% 38
2025
Q1 		$5.2M Buy
9,929
+131
+1% +$67K 1.39% 18
2024
Q4 		$4.96M Buy
9,798
+320
+3% +$182K 1.47% 14
2024
Q3 		$5.54M Sell
9,478
-312
-3% -$176K 2.19% 9
2024
Q2 		$4.99M Buy
9,790
+12
+0.1% +$5.88K 2.22% 9
2024
Q1 		$4.84M Buy
9,778
+65
+0.7% +$33K 2.21% 9
2023
Q4 		$5.11M Sell
9,713
-205
-2% -$109K 2.45% 8
2023
Q3 		$5M Sell
9,918
-298
-3% -$147K 2.54% 7
2023
Q2 		$4.91M Buy
10,216
+32
+0.3% +$15.6K 2.41% 9
2023
Q1 		$4.81M Buy
10,184
+29
+0.3% +$14K 2.47% 8
2022
Q4 		$5.38M Buy
10,155
+9,701
+2,137% +$5.14M 2.62% 8
2022
Q3 		$229K Hold
454
– – 0.15% 60
2022
Q2 		$233K Sell
454
-30
-6% -$15.1K 0.16% 62
2022
Q1 		$247K Buy
484
+5
+1% +$2.41K 0.16% 60
2021
Q4 		$241K Buy
+479
New +$217K 0.15% 68

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

Eclectic Associates's UNH Position: Q2 2026 in Review

Eclectic Associates reduced its UnitedHealth (UNH) stake by 0.1% in Q2 2026, selling an estimated $3.71K and leaving 9,776 shares worth $4.06M. The position accounts for 0.46% of the portfolio, ranked #40.

Eclectic Associates first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.54M in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Eclectic Associates held 9,776 shares of UnitedHealth worth $4.06M as of Q2 2026.
  • Eclectic Associates sold 10 UnitedHealth shares in Q2 2026, an estimated $3.71K.
  • UnitedHealth made up 0.46% of Eclectic Associates's portfolio in Q2 2026, its #40 holding.
  • Eclectic Associates first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Eclectic Associates's UnitedHealth position peaked at $5.54M in Q3 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.