Global Financial Private Client’s UnitedHealth UNH Stock Holding History

Global Financial Private Client’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	$388K	Buy	933 +102	+12%	+$37.8K	0.11%	188
2026 Q1	$225K	Sell	831 -46	-5%	-$13.7K	0.07%	219
2025 Q4	$290K	Buy	877 +71	+9%	+$24.1K	0.1%	194
2025 Q3	$278K	Sell	806 -146	-15%	-$44.2K	0.1%	199
2025 Q2	$297K	Sell	952 -25	-3%	-$9.55K	0.11%	182
2025 Q1	$512K	Buy	977 +13	+1%	+$6.65K	0.2%	124
2024 Q4	$488K	Buy	964 +11	+1%	+$6.25K	0.18%	135
2024 Q3	$557K	Buy	953 +161	+20%	+$91.1K	0.22%	118
2024 Q2	$403K	Hold	792	–	–	0.17%	140
2024 Q1	$388K	Hold	792	–	–	0.17%	138
2023 Q4	$417K	Hold	792	–	–	0.2%	126
2023 Q3	$408K	Hold	792	–	–	0.21%	116
2023 Q2	$378K	Hold	792	–	–	0.19%	125
2023 Q1	$391K	Buy	792 +22	+3%	+$10.6K	0.2%	110
2022 Q4	$408K	Buy	770 +7	+0.9%	+$3.71K	0.23%	94
2022 Q3	$393K	Hold	763	–	–	0.23%	101
2022 Q2	$395K	Buy	763 +25	+3%	+$12.6K	0.22%	94
2022 Q1	$378K	Hold	738	–	–	0.18%	109
2021 Q4	$371K	Hold	738	–	–	0.18%	108
2021 Q3	$290K	Sell	738 -157	-18%	-$65K	0.15%	116
2021 Q2	$362K	Sell	895 -1	-0.1%	-$399	0.2%	102
2021 Q1	$329K	Hold	896	–	–	0.24%	90
2020 Q4	$314K	Buy	896 +21	+2%	+$7.04K	0.25%	81
2020 Q3	$274K	Sell	875 -6	-0.7%	-$1.84K	0.24%	82
2020 Q2	$262K	Buy	881 +7	+0.8%	+$2.01K	0.23%	92
2020 Q1	$207K	Sell	874 -121	-12%	-$33.3K	0.22%	95
2019 Q4	$293K	Buy	+995	New	+$260K	0.24%	92

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Global Financial Private Client's UNH Position: Q2 2026 in Review

Global Financial Private Client increased its UnitedHealth (UNH) stake by 12% in Q2 2026, buying an estimated $37.8K and bringing the position to 933 shares worth $388K. The position accounts for 0.11% of the portfolio, ranked #188.

Global Financial Private Client first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $557K in Q3 2024. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Global Financial Private Client held 933 shares of UnitedHealth worth $388K as of Q2 2026.
Global Financial Private Client bought 102 UnitedHealth shares in Q2 2026, an estimated $37.8K.
UnitedHealth made up 0.11% of Global Financial Private Client's portfolio in Q2 2026, its #188 holding.
Global Financial Private Client first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
Global Financial Private Client's UnitedHealth position peaked at $557K in Q3 2024.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.