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EdgeRock Capital’s UnitedHealth UNH Stock Holding History

EdgeRock Capital’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 		$1.3M Buy
3,126
+34
+1% +$12.6K 0.29% 42
2026
Q1 		$833K Buy
3,092
+355
+13% +$106K 0.23% 46
2025
Q4 		$904K Buy
2,737
+60
+2% +$20.3K 0.24% 42
2025
Q3 		$924K Buy
2,677
+203
+8% +$61.4K 0.26% 40
2025
Q2 		$780K Buy
2,474
+859
+53% +$328K 0.25% 45
2025
Q1 		$846K Sell
1,615
-180
-10% -$92K 0.6% 28
2024
Q4 		$908K Sell
1,795
-41
-2% -$23.3K 0.6% 25
2024
Q3 		$1.07M Buy
1,836
+72
+4% +$40.7K 0.76% 18
2024
Q2 		$899K Buy
1,764
+121
+7% +$59.3K 0.7% 17
2024
Q1 		$812K Buy
1,643
+73
+5% +$37.1K 0.65% 18
2023
Q4 		$801K Buy
1,570
+82
+6% +$43.7K 0.58% 19
2023
Q3 		$750K Buy
1,488
+236
+19% +$116K 0.46% 17
2023
Q2 		$602K Sell
1,252
-56
-4% -$27.4K 0.29% 28
2023
Q1 		$618K Buy
1,308
+91
+7% +$43.9K 0.32% 27
2022
Q4 		$645K Buy
1,217
+5
+0.4% +$2.65K 0.36% 21
2022
Q3 		$612K Buy
1,212
+377
+45% +$198K 0.35% 22
2022
Q2 		$429K Buy
+835
New +$419K 0.29% 29

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

EdgeRock Capital's UNH Position: Q2 2026 in Review

EdgeRock Capital increased its UnitedHealth (UNH) stake by 1.1% in Q2 2026, buying an estimated $12.6K and bringing the position to 3,126 shares worth $1.3M. The position accounts for 0.29% of the portfolio, ranked #42.

EdgeRock Capital first reported a position in UNH in Q2 2022 and has held it in 17 quarters since. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • EdgeRock Capital held 3,126 shares of UnitedHealth worth $1.3M as of Q2 2026.
  • EdgeRock Capital bought 34 UnitedHealth shares in Q2 2026, an estimated $12.6K.
  • UnitedHealth made up 0.29% of EdgeRock Capital's portfolio in Q2 2026, its #42 holding.
  • EdgeRock Capital first reported a position in UnitedHealth in Q2 2022 and has held it in 17 quarters since.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.