Generali Investments Management’s UnitedHealth UNH Stock Holding History

Generali Investments 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	$3.75M	Buy	9,024 +4,030	+81%	+$1.49M	0.81%	26
2026 Q1	$1.35M	Sell	4,994 -4,367	-47%	-$1.3M	0.31%	66
2025 Q4	$3.09M	Sell	9,361 -2,785	-23%	-$944K	0.62%	39
2025 Q3	$4.19M	Buy	12,146 +4,020	+49%	+$1.22M	0.87%	20
2025 Q2	$2.53M	Buy	8,126 +2,905	+56%	+$1.11M	0.57%	48
2025 Q1	$2.73M	Buy	5,221 +757	+17%	+$387K	0.78%	34
2024 Q4	$2.26M	Buy	+4,464	New	+$2.54M	0.58%	44

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 Management's UNH Position: Q2 2026 in Review

Generali Investments Management increased its UnitedHealth (UNH) stake by 81% in Q2 2026, buying an estimated $1.49M and bringing the position to 9,024 shares worth $3.75M. The position accounts for 0.81% of the portfolio, ranked #26.

Generali Investments Management first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.19M in Q3 2025. 1,813 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Generali Investments Management held 9,024 shares of UnitedHealth worth $3.75M as of Q2 2026.
Generali Investments Management bought 4,030 UnitedHealth shares in Q2 2026, an estimated $1.49M.
UnitedHealth made up 0.81% of Generali Investments Management's portfolio in Q2 2026, its #26 holding.
Generali Investments Management first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
Generali Investments Management's UnitedHealth position peaked at $4.19M in Q3 2025.
1,813 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Generali Investments Management's 13F filing for Q2 2026, filed 10 Jul 2026.