Enclave Advisors’s UnitedHealth UNH Stock Holding History

Enclave 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	$750K	Sell	1,805 -1,242	-41%	-$460K	0.09%	80
2026 Q1	$824K	Sell	3,047 -39	-1%	-$11.6K	0.11%	77
2025 Q4	$1.02M	Sell	3,086 -333	-10%	-$113K	0.14%	69
2025 Q3	$1.18M	Buy	3,419 +120	+4%	+$36.3K	0.18%	57
2025 Q2	$1.03M	Buy	3,299 +171	+5%	+$65.4K	0.17%	60
2025 Q1	$1.64M	Sell	3,128 -99	-3%	-$50.6K	0.28%	49
2024 Q4	$1.63M	Buy	3,227 +79	+3%	+$44.9K	0.27%	47
2024 Q3	$1.84M	Buy	+3,148	New	+$1.78M	0.31%	43

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Enclave Advisors's UNH Position: Q2 2026 in Review

Enclave Advisors reduced its UnitedHealth (UNH) stake by 41% in Q2 2026, selling an estimated $460K and leaving 1,805 shares worth $750K. The position accounts for 0.09% of the portfolio, ranked #80.

Enclave Advisors first reported a position in UNH in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.84M in Q3 2024. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Enclave Advisors held 1,805 shares of UnitedHealth worth $750K as of Q2 2026.
Enclave Advisors sold 1,242 UnitedHealth shares in Q2 2026, an estimated $460K.
UnitedHealth made up 0.09% of Enclave Advisors's portfolio in Q2 2026, its #80 holding.
Enclave Advisors first reported a position in UnitedHealth in Q3 2024 and has held it in 8 quarters since.
Enclave Advisors's UnitedHealth position peaked at $1.84M in Q3 2024.
1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.