Generate Investment Management’s UnitedHealth UNH Stock Holding History

Generate Investment 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	$22.1M	Buy	53,148 +15,521	+41%	+$5.75M	0.91%	24
2026 Q1	$10.2M	Sell	37,627 -30,481	-45%	-$9.08M	0.5%	42
2025 Q4	$22.5M	Sell	68,108 -74,378	-52%	-$25.2M	1.03%	29
2025 Q3	$49.2M	Buy	142,486 +7,486	+6%	+$2.26M	2.5%	9
2025 Q2	$42.1M	Buy	135,000 +123,987	+1,126%	+$47.4M	2.34%	10
2025 Q1	$5.77M	Sell	11,013 -56,615	-84%	-$28.9M	0.4%	62
2024 Q4	$34.2M	Buy	67,628 +23,710	+54%	+$13.5M	2.39%	11
2024 Q3	$25.7M	Sell	43,918 -22,820	-34%	-$12.9M	1.72%	20
2024 Q2	$34M	Buy	66,738 +9,155	+16%	+$4.49M	2%	11
2024 Q1	$28.5M	Buy	57,583 +1,858	+3%	+$945K	2.07%	15
2023 Q4	$29.3M	Buy	+55,725	New	+$29.7M	2.54%	11

Other funds holding UNH

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

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Generate Investment Management's UNH Position: Q2 2026 in Review

Generate Investment Management increased its UnitedHealth (UNH) stake by 41% in Q2 2026, buying an estimated $5.75M and bringing the position to 53,148 shares worth $22.1M. The position accounts for 0.91% of the portfolio, ranked #24.

Generate Investment Management first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $49.2M in Q3 2025. 1,663 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Generate Investment Management held 53,148 shares of UnitedHealth worth $22.1M as of Q2 2026.
Generate Investment Management bought 15,521 UnitedHealth shares in Q2 2026, an estimated $5.75M.
UnitedHealth made up 0.91% of Generate Investment Management's portfolio in Q2 2026, its #24 holding.
Generate Investment Management first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Generate Investment Management's UnitedHealth position peaked at $49.2M in Q3 2025.
1,663 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Generate Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.