EA
UNH icon

Emerald Advisors’s UnitedHealth UNH Stock Holding History

Emerald 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 		$972K Buy
2,339
+1,052
+82% +$390K 0.12% 56
2026
Q1 		$348K Buy
1,287
+76
+6% +$22.6K 0.04% 89
2025
Q4 		$400K Buy
1,211
+195
+19% +$66.1K 0.05% 81
2025
Q3 		$351K Sell
1,016
-73
-7% -$22.1K 0.05% 83
2025
Q2 		$340K Buy
1,089
+177
+19% +$67.6K 0.04% 84
2025
Q1 		$478K Buy
912
+156
+21% +$79.7K 0.06% 70
2024
Q4 		$382K Buy
756
+14
+2% +$7.96K 0.05% 72
2024
Q3 		$422K Sell
742
-1
-0.1% -$566 0.06% 69
2024
Q2 		$378K Sell
743
-1
-0.1% -$490 0.06% 68
2024
Q1 		$368K Buy
744
+36
+5% +$18.3K 0.07% 69
2023
Q4 		$373K Buy
708
+17
+2% +$9.07K 0.07% 63
2023
Q3 		$348K Buy
691
+7
+1% +$3.44K 0.08% 62
2023
Q2 		$329K Buy
684
+30
+5% +$14.7K 0.08% 65
2023
Q1 		$309K Buy
654
+10
+2% +$4.83K 0.08% 63
2022
Q4 		$342K Buy
644
+44
+7% +$23.3K 0.09% 57
2022
Q3 		$303K Buy
600
+17
+3% +$8.94K 0.09% 65
2022
Q2 		$299K Buy
583
+97
+20% +$48.7K 0.08% 70
2022
Q1 		$248K Buy
486
+27
+6% +$13K 0.06% 85
2021
Q4 		$230K Buy
+459
New +$208K 0.06% 80
2020
Q1 		– Sell
-929
Closed -$264K – 111
2019
Q4 		$264K Buy
+929
New +$243K 0.25% 74

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

Emerald Advisors's UNH Position: Q2 2026 in Review

Emerald Advisors increased its UnitedHealth (UNH) stake by 82% in Q2 2026, buying an estimated $390K and bringing the position to 2,339 shares worth $972K. The position accounts for 0.12% of the portfolio, ranked #56.

Emerald Advisors first reported a position in UNH in Q4 2019 and has held it in 20 quarters since. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Emerald Advisors held 2,339 shares of UnitedHealth worth $972K as of Q2 2026.
  • Emerald Advisors bought 1,052 UnitedHealth shares in Q2 2026, an estimated $390K.
  • UnitedHealth made up 0.12% of Emerald Advisors's portfolio in Q2 2026, its #56 holding.
  • Emerald Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 20 quarters since.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Emerald Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.