Erste Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $71.3M | Buy |
195,534
+81,884
| +72% | +$30.4M | 0.55% | 36 |
|
|
2026
Q1 | $30.4M | Sell |
113,650
-31,228
| -22% | -$9.3M | 0.28% | 92 |
|
|
2025
Q4 | $47.9M | Buy |
144,878
+24,588
| +20% | +$8.33M | 0.4% | 61 |
|
|
2025
Q3 | $41.7M | Sell |
120,290
-33,100
| -22% | -$10M | 0.4% | 68 |
|
|
2025
Q2 | $47.7M | Sell |
153,390
-92,847
| -38% | -$35.5M | 0.4% | 65 |
|
|
2025
Q1 | $120M | Sell |
246,237
-10,646
| -4% | -$5.44M | 1.54% | 8 |
|
|
2024
Q4 | $123M | Buy |
256,883
+6,498
| +3% | +$3.69M | 1.5% | 8 |
|
|
2024
Q3 | $146M | Buy |
250,385
+47,490
| +23% | +$26.9M | 1.75% | 6 |
|
|
2024
Q2 | $101M | Buy |
202,895
+9,594
| +5% | +$4.7M | 1.33% | 10 |
|
|
2024
Q1 | $95.4M | Sell |
193,301
-1,013
| -0.5% | -$515K | 1.3% | 10 |
|
|
2023
Q4 | $102M | Buy |
194,314
+7,888
| +4% | +$4.21M | 1.49% | 8 |
|
|
2023
Q3 | $94.6M | Buy |
186,426
+30,560
| +20% | +$15M | 1.63% | 8 |
|
|
2023
Q2 | $74.5M | Buy |
155,866
+14,395
| +10% | +$7.04M | 1.31% | 10 |
|
|
2023
Q1 | $66.6M | Buy |
141,471
+4,530
| +3% | +$2.19M | 1.27% | 9 |
|
|
2022
Q4 | $72.6M | Buy |
136,941
+5,038
| +4% | +$2.67M | 1.53% | 5 |
|
|
2022
Q3 | $67M | Sell |
131,903
-3,345
| -2% | -$1.76M | 1.5% | 5 |
|
|
2022
Q2 | $69.6M | Sell |
135,248
-8,211
| -6% | -$4.12M | 1.55% | 4 |
|
|
2022
Q1 | $74.2M | Buy |
143,459
+5,855
| +4% | +$2.82M | 1.42% | 5 |
|
|
2021
Q4 | $69.5M | Buy |
137,604
+7,095
| +5% | +$3.21M | 1.25% | 7 |
|
|
2021
Q3 | $51.9M | Buy |
130,509
+3,026
| +2% | +$1.25M | 1.03% | 15 |
|
|
2021
Q2 | $50.8M | Buy |
127,483
+13,799
| +12% | +$5.5M | 1.01% | 17 |
|
|
2021
Q1 | $42.5M | Buy |
113,684
+26,053
| +30% | +$9.03M | 1.04% | 21 |
|
|
2020
Q4 | $30.4M | Sell |
87,631
-1,375
| -2% | -$461K | 0.84% | 29 |
|
|
2020
Q3 | $27.2M | Buy |
89,006
+19,292
| +28% | +$5.93M | 0.93% | 26 |
|
|
2020
Q2 | $20.2M | Buy |
69,714
+24,102
| +53% | +$6.91M | 0.81% | 31 |
|
|
2020
Q1 | $11.4M | Sell |
45,612
-4,289
| -9% | -$1.18M | 0.66% | 42 |
|
|
2019
Q4 | $14.7M | Sell |
49,901
-5,912
| -11% | -$1.55M | 0.65% | 40 |
|
|
2019
Q3 | $12M | Buy |
55,813
+2,580
| +5% | +$623K | 0.64% | 40 |
|
|
2019
Q2 | $13.1M | Buy |
53,233
+10,673
| +25% | +$2.57M | 0.69% | 33 |
|
|
2019
Q1 | $10.3M | Buy |
42,560
+3,930
| +10% | +$1M | 0.58% | 36 |
|
|
2018
Q4 | $9.47M | Buy |
+38,630
| New | +$10.2M | 0.64% | 35 |
|
Other funds holding UNH
Erste Asset Management's UNH Position: Q2 2026 in Review
Erste Asset Management increased its UnitedHealth (UNH) stake by 72% in Q2 2026, buying an estimated $30.4M and bringing the position to 195,534 shares worth $71.3M. The position accounts for 0.55% of the portfolio, ranked #36.
Erste Asset Management first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. The position peaked at $146M in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Erste Asset Management held 195,534 shares of UnitedHealth worth $71.3M as of Q2 2026.
- Erste Asset Management bought 81,884 UnitedHealth shares in Q2 2026, an estimated $30.4M.
- UnitedHealth made up 0.55% of Erste Asset Management's portfolio in Q2 2026, its #36 holding.
- Erste Asset Management first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
- Erste Asset Management's UnitedHealth position peaked at $146M in Q3 2024.
- 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Erste Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.