GFM
UNH icon

GEN Financial Management’s UnitedHealth UNH Stock Holding History

GEN Financial 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 		$254K Buy
+611
New +$226K 0.15% 38
2025
Q3 		– Sell
-773
Closed -$241K – 45
2025
Q2 		$241K Sell
773
-1,158
-60% -$443K 0.2% 42
2025
Q1 		$1.01M Sell
1,931
-20
-1% -$10.2K 0.69% 16
2024
Q4 		$987K Buy
+1,951
New +$1.11M 0.64% 19

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

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

GEN Financial Management opened a new position in UnitedHealth (UNH) in Q2 2026: 611 shares worth $254K. The stake represents 0.15% of the portfolio and ranks #38 among its holdings. This is a return to the name: GEN Financial Management previously reported a position in UNH as recently as Q2 2025.

GEN Financial Management first reported a position in UNH in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.01M in Q1 2025. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • GEN Financial Management held 611 shares of UnitedHealth worth $254K as of Q2 2026.
  • UnitedHealth was a new GEN Financial Management position in Q2 2026.
  • UnitedHealth made up 0.15% of GEN Financial Management's portfolio in Q2 2026, its #38 holding.
  • GEN Financial Management first reported a position in UnitedHealth in Q4 2024 and has held it in 4 quarters since.
  • GEN Financial Management's UnitedHealth position peaked at $1.01M in Q1 2025.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.