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Erste Asset Management’s UnitedHealth UNH Stock Holding History

Erste Asset Management’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 		$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

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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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. 1,635 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.
  • 1,635 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.