GC
UNH icon

Gilbert & Cook’s UnitedHealth UNH Stock Holding History

Gilbert & Cook’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 		$638K Sell
1,536
-17
-1% -$6.3K 0.07% 135
2026
Q1 		$420K Buy
1,553
+18
+1% +$5.36K 0.05% 161
2025
Q4 		$507K Sell
1,535
-25
-2% -$8.47K 0.06% 153
2025
Q3 		$539K Buy
1,560
+32
+2% +$9.68K 0.07% 140
2025
Q2 		$477K Sell
1,528
-77
-5% -$29.4K 0.06% 143
2025
Q1 		$841K Buy
1,605
+41
+3% +$21K 0.12% 79
2024
Q4 		$791K Buy
1,564
+9
+0.6% +$5.11K 0.11% 88
2024
Q3 		$909K Buy
1,555
+1,095
+238% +$619K 0.13% 76
2024
Q2 		$234K Hold
460
– – 0.03% 194
2024
Q1 		$228K Sell
460
-9
-2% -$4.58K 0.03% 208
2023
Q4 		$247K Buy
469
+12
+3% +$6.4K 0.03% 204
2023
Q3 		$230K Buy
+457
New +$225K 0.04% 198
2023
Q2 		– Sell
-960
Closed -$454K – 236
2023
Q1 		$454K Hold
960
– – 0.08% 108
2022
Q4 		$509K Sell
960
-59
-6% -$31.3K 0.09% 100
2022
Q3 		$554K Buy
1,019
+138
+16% +$72.6K 0.12% 92
2022
Q2 		$453K Buy
+881
New +$442K 0.08% 107
2019
Q3 		– Sell
-1,510
Closed -$368K – 130
2019
Q2 		$368K Buy
1,510
+68
+5% +$16.4K 0.11% 70
2019
Q1 		$357K Buy
1,442
+39
+3% +$9.95K 0.11% 70
2018
Q4 		$350K Buy
1,403
+210
+18% +$55.5K 0.12% 63
2018
Q3 		$317K Sell
1,193
-85
-7% -$22.1K 0.1% 72
2018
Q2 		$314K Buy
1,278
+73
+6% +$17.5K 0.11% 64
2018
Q1 		$258K Sell
1,205
-216
-15% -$49.3K 0.09% 71
2017
Q4 		$313K Sell
1,421
-71
-5% -$15K 0.11% 53
2017
Q3 		$292K Sell
1,492
-1,693
-53% -$327K 0.11% 55
2017
Q2 		$590K Buy
3,185
+1,682
+112% +$295K 0.21% 44
2017
Q1 		$247K Sell
1,503
-14
-0.9% -$2.29K 0.1% 66
2016
Q4 		$243K Buy
+1,517
New +$227K 0.11% 63

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Gilbert & Cook's UNH Position: Q2 2026 in Review

Gilbert & Cook reduced its UnitedHealth (UNH) stake by 1.1% in Q2 2026, selling an estimated $6.3K and leaving 1,536 shares worth $638K. The position accounts for 0.07% of the portfolio, ranked #135.

Gilbert & Cook first reported a position in UNH in Q4 2016 and has held it in 27 quarters since. The position peaked at $909K in Q3 2024. 1,832 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Gilbert & Cook held 1,536 shares of UnitedHealth worth $638K as of Q2 2026.
  • Gilbert & Cook sold 17 UnitedHealth shares in Q2 2026, an estimated $6.3K.
  • UnitedHealth made up 0.07% of Gilbert & Cook's portfolio in Q2 2026, its #135 holding.
  • Gilbert & Cook first reported a position in UnitedHealth in Q4 2016 and has held it in 27 quarters since.
  • Gilbert & Cook's UnitedHealth position peaked at $909K in Q3 2024.
  • 1,832 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.