Financial Management Professionals’s UnitedHealth UNH Stock Holding History

Financial Management Professionals’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	$969K	Buy	2,332 +142	+6%	+$52.6K	0.09%	72
2026 Q1	$593K	Buy	2,190 +1,288	+143%	+$384K	0.07%	90
2025 Q4	$298K	Buy	902 +16	+2%	+$5.42K	0.03%	135
2025 Q3	$306K	Buy	886 +83	+10%	+$25.1K	0.03%	134
2025 Q2	$251K	Sell	803 -1,421	-64%	-$543K	0.03%	137
2025 Q1	$1.16M	Buy	2,224 +17	+0.8%	+$8.69K	0.15%	56
2024 Q4	$1.12M	Buy	2,207 +91	+4%	+$51.7K	0.14%	58
2024 Q3	$1.24M	Buy	2,116 +780	+58%	+$441K	0.15%	52
2024 Q2	$680K	Buy	1,336 +16	+1%	+$7.84K	0.09%	70
2024 Q1	$653K	Sell	1,320 -21	-2%	-$10.7K	0.1%	76
2023 Q4	$706K	Sell	1,341 -3	-0.2%	-$1.6K	0.12%	61
2023 Q3	$678K	Buy	1,344 +64	+5%	+$31.5K	0.12%	56
2023 Q2	$615K	Sell	1,280 -21	-2%	-$10.3K	0.1%	60
2023 Q1	$615K	Buy	1,301 +47	+4%	+$22.7K	0.12%	59
2022 Q4	$665K	Buy	1,254 +681	+119%	+$361K	0.14%	48
2022 Q3	$289K	Buy	573 +276	+93%	+$145K	0.07%	72
2022 Q2	$153K	Buy	297 +13	+5%	+$6.53K	0.04%	116
2022 Q1	$145K	Buy	284 +62	+28%	+$29.9K	0.03%	132
2021 Q4	$111K	Buy	222 +2	+0.9%	+$905	0.02%	156
2021 Q3	$86K	Hold	220	–	–	0.02%	172
2021 Q2	$88K	Buy	220 +33	+18%	+$13.2K	0.02%	167
2021 Q1	$70K	Sell	187 -222	-54%	-$76.9K	0.02%	186
2020 Q4	$143K	Buy	409 +7	+2%	+$2.35K	0.04%	87
2020 Q3	$125K	Buy	402 +1	+0.2%	+$307	0.04%	85
2020 Q2	$118K	Buy	401 +45	+13%	+$12.9K	0.04%	81
2020 Q1	$89K	Hold	356	–	–	0.04%	62
2019 Q4	$105K	Hold	356	–	–	0.03%	67
2019 Q3	$77K	Hold	356	–	–	0.03%	77
2019 Q2	$87K	Hold	356	–	–	0.03%	70
2019 Q1	$88K	Hold	356	–	–	0.04%	64
2018 Q4	$89K	Hold	356	–	–	0.06%	57
2018 Q3	$95K	Hold	356	–	–	0.04%	63
2018 Q2	$87K	Hold	356	–	–	0.04%	65
2018 Q1	$76K	Hold	356	–	–	0.04%	67
2017 Q4	$78K	Hold	356	–	–	0.03%	61
2017 Q3	$69K	Hold	356	–	–	0.03%	70
2017 Q2	$66K	Hold	356	–	–	0.03%	77
2017 Q1	$58K	Hold	356	–	–	0.03%	80
2016 Q4	$56K	Sell	356 -114	-24%	-$17K	0.03%	88
2016 Q3	$65K	Sell	470 -54	-10%	-$7.56K	0.03%	79
2016 Q2	$73K	Buy	524 +54	+11%	+$7.2K	0.04%	69
2016 Q1	$61K	Buy	470 +114	+32%	+$13.5K	0.03%	66
2015 Q4	$41K	Hold	356	–	–	0.02%	82
2015 Q3	$41K	Hold	356	–	–	0.03%	90
2015 Q2	$43K	Hold	356	–	–	0.02%	91
2015 Q1	$42K	Hold	356	–	–	0.02%	95
2014 Q4	$36K	Hold	356	–	–	0.02%	113
2014 Q3	$30K	Hold	356	–	–	0.02%	113
2014 Q2	$29K	Hold	356	–	–	0.02%	114
2014 Q1	$29K	Hold	356	–	–	0.02%	111
2013 Q4	$27K	Hold	356	–	–	0.02%	116
2013 Q3	$25K	Hold	356	–	–	0.02%	126
2013 Q2	$23K	Buy	+356	New	+$22.1K	0.02%	124

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

Financial Management Professionals's UNH Position: Q2 2026 in Review

Financial Management Professionals increased its UnitedHealth (UNH) stake by 6.5% in Q2 2026, buying an estimated $52.6K and bringing the position to 2,332 shares worth $969K. The position accounts for 0.09% of the portfolio, ranked #72.

Financial Management Professionals first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.24M in Q3 2024. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Financial Management Professionals held 2,332 shares of UnitedHealth worth $969K as of Q2 2026.
Financial Management Professionals bought 142 UnitedHealth shares in Q2 2026, an estimated $52.6K.
UnitedHealth made up 0.09% of Financial Management Professionals's portfolio in Q2 2026, its #72 holding.
Financial Management Professionals first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
Financial Management Professionals's UnitedHealth position peaked at $1.24M in Q3 2024.
1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.