EPIQ Partners’s UnitedHealth UNH Stock Holding History

EPIQ Partners’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	$1.76M	Hold	4,227	–	–	0.75%	34
2026 Q1	$1.14M	Hold	4,227	–	–	0.53%	44
2025 Q4	$1.4M	Buy	4,227 +2	+0%	+$678	0.65%	40
2025 Q3	$1.46M	Buy	4,225 +675	+19%	+$204K	0.69%	37
2025 Q2	$1.11M	Buy	3,550 +1,550	+78%	+$592K	0.56%	41
2025 Q1	$1.05M	Hold	2,000	–	–	0.55%	43
2024 Q4	$1.01M	Hold	2,000	–	–	0.55%	41
2024 Q3	$1.17M	Hold	2,000	–	–	0.65%	37
2024 Q2	$1.02M	Hold	2,000	–	–	0.69%	36
2024 Q1	$989K	Hold	2,000	–	–	0.66%	38
2023 Q4	$1.05M	Sell	2,000 -178	-8%	-$94.9K	0.76%	36
2023 Q3	$1.1M	Hold	2,178	–	–	0.83%	33
2023 Q2	$1.05M	Hold	2,178	–	–	0.71%	37
2023 Q1	$1.03M	Hold	2,178	–	–	0.71%	40
2022 Q4	$1.15M	Buy	2,178 +30	+1%	+$15.9K	0.77%	40
2022 Q3	$1.08M	Hold	2,148	–	–	0.67%	43
2022 Q2	$1.1M	Buy	2,148 +26	+1%	+$13.1K	0.68%	46
2022 Q1	$1.08M	Buy	2,122 +122	+6%	+$58.8K	0.58%	51
2021 Q4	$1M	Hold	2,000	–	–	0.54%	51
2021 Q3	$781K	Buy	+2,000	New	+$828K	0.36%	55

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

EPIQ Partners's UNH Position: Q2 2026 in Review

EPIQ Partners held its UnitedHealth (UNH) position steady in Q2 2026 at 4,227 shares worth $1.76M. The position accounts for 0.75% of the portfolio, ranked #34.

EPIQ Partners first reported a position in UNH in Q3 2021 and has held it in 20 quarters since. 672 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

EPIQ Partners held 4,227 shares of UnitedHealth worth $1.76M as of Q2 2026.
EPIQ Partners left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.75% of EPIQ Partners's portfolio in Q2 2026, its #34 holding.
EPIQ Partners first reported a position in UnitedHealth in Q3 2021 and has held it in 20 quarters since.
672 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.