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Exchange Traded Concepts’s UnitedHealth UNH Stock Holding History

Exchange Traded Concepts’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 		$12.4M Buy
29,737
+16,729
+129% +$6.2M 0.06% 301
2026
Q1 		$3.52M Sell
13,008
-13,778
-51% -$4.1M 0.02% 466
2025
Q4 		$8.84M Buy
26,786
+14,688
+121% +$4.98M 0.07% 289
2025
Q3 		$4.18M Buy
12,098
+7,914
+189% +$2.39M 0.04% 434
2025
Q2 		$1.31M Buy
4,184
+1,357
+48% +$519K 0.02% 588
2025
Q1 		$1.48M Buy
2,827
+930
+49% +$475K 0.03% 450
2024
Q4 		$960K Sell
1,897
-15,435
-89% -$8.77M 0.02% 581
2024
Q3 		$10.1M Sell
17,332
-1,474
-8% -$834K 0.24% 110
2024
Q2 		$9.58M Buy
18,806
+1,043
+6% +$511K 0.24% 102
2024
Q1 		$8.79M Buy
17,763
+2,799
+19% +$1.42M 0.23% 121
2023
Q4 		$7.88M Sell
14,964
-17,149
-53% -$9.15M 0.21% 129
2023
Q3 		$16.2M Buy
32,113
+31,961
+21,027% +$15.7M 0.46% 51
2023
Q2 		$73.1K Sell
152
-36
-19% -$17.6K ﹤0.01% 993
2023
Q1 		$88.8K Sell
188
-12,111
-98% -$5.84M ﹤0.01% 797
2022
Q4 		$6.52M Buy
12,299
+581
+5% +$308K 0.19% 95
2022
Q3 		$5.92M Sell
11,718
-3,081
-21% -$1.62M 0.19% 63
2022
Q2 		$7.6M Sell
14,799
-597
-4% -$300K 0.22% 65
2022
Q1 		$7.85M Buy
15,396
+15,194
+7,522% +$7.33M 0.16% 82
2021
Q4 		$101K Hold
202
– – ﹤0.01% 850
2021
Q3 		$79K Sell
202
-12,348
-98% -$5.11M ﹤0.01% 814
2021
Q2 		$5.03M Buy
+12,550
New +$5M 0.16% 93
2021
Q1 		– Sell
-322
Closed -$113K – 1169
2020
Q4 		$113K Buy
+322
New +$108K 0.01% 658
2020
Q3 		– Sell
-132
Closed -$39K – 993
2020
Q2 		$39K Buy
132
+77
+140% +$22.1K 0.01% 552
2020
Q1 		$14K Sell
55
-7
-11% -$1.93K 0.01% 334
2019
Q4 		$18K Buy
+62
New +$16.2K ﹤0.01% 293

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Ninety One (UK)
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Exchange Traded Concepts's UNH Position: Q2 2026 in Review

Exchange Traded Concepts increased its UnitedHealth (UNH) stake by 129% in Q2 2026, buying an estimated $6.2M and bringing the position to 29,737 shares worth $12.4M. The position accounts for 0.06% of the portfolio, ranked #301.

Exchange Traded Concepts first reported a position in UNH in Q4 2019 and has held it in 25 quarters since. The position peaked at $16.2M in Q3 2023. 952 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Exchange Traded Concepts held 29,737 shares of UnitedHealth worth $12.4M as of Q2 2026.
  • Exchange Traded Concepts bought 16,729 UnitedHealth shares in Q2 2026, an estimated $6.2M.
  • UnitedHealth made up 0.06% of Exchange Traded Concepts's portfolio in Q2 2026, its #301 holding.
  • Exchange Traded Concepts first reported a position in UnitedHealth in Q4 2019 and has held it in 25 quarters since.
  • Exchange Traded Concepts's UnitedHealth position peaked at $16.2M in Q3 2023.
  • 952 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Exchange Traded Concepts's 13F filing for Q2 2026, filed 22 Jul 2026.