Generali Investments CEE’s UnitedHealth UNH Stock Holding History

Generali Investments CEE’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	$6.16M	Sell	14,832 -1,157	-7%	-$429K	0.29%	98
2026 Q1	$4.33M	Hold	15,989	–	–	0.23%	125
2025 Q4	$5.28M	Buy	15,989 +2,891	+22%	+$980K	0.37%	81
2025 Q3	$4.52M	Buy	13,098 +238	+2%	+$72K	0.34%	90
2025 Q2	$4.01M	Sell	12,860 -19	-0.1%	-$7.26K	0.33%	98
2025 Q1	$6.75M	Buy	12,879 +1,219	+10%	+$623K	0.63%	41
2024 Q4	$5.9M	Buy	+11,660	New	+$6.63M	0.61%	46

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

Generali Investments CEE's UNH Position: Q2 2026 in Review

Generali Investments CEE reduced its UnitedHealth (UNH) stake by 7.2% in Q2 2026, selling an estimated $429K and leaving 14,832 shares worth $6.16M. The position accounts for 0.29% of the portfolio, ranked #98.

Generali Investments CEE first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.75M in Q1 2025. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Generali Investments CEE held 14,832 shares of UnitedHealth worth $6.16M as of Q2 2026.
Generali Investments CEE sold 1,157 UnitedHealth shares in Q2 2026, an estimated $429K.
UnitedHealth made up 0.29% of Generali Investments CEE's portfolio in Q2 2026, its #98 holding.
Generali Investments CEE first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
Generali Investments CEE's UnitedHealth position peaked at $6.75M in Q1 2025.
1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Generali Investments CEE's 13F filing for Q2 2026, filed 13 Jul 2026.