GSEP
UNH icon

Golden State Equity Partners’s UnitedHealth UNH Stock Holding History

Golden State Equity Partners’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 		$4.16K Sell
10
-3,448
-100% -$1.28M 0.01% 262
2026
Q1 		$936K Buy
3,458
+1,064
+44% +$317K 0.07% 305
2025
Q4 		$790K Buy
2,394
+25
+1% +$8.47K 0.13% 181
2025
Q3 		$818K Buy
2,369
+293
+14% +$88.6K 0.14% 176
2025
Q2 		$648K Sell
2,076
-1,215
-37% -$464K 0.12% 209
2025
Q1 		$1.72M Sell
3,291
-68
-2% -$34.8K 0.34% 70
2024
Q4 		$1.7M Buy
3,359
+2,694
+405% +$1.53M 0.32% 67
2024
Q3 		$389K Sell
665
-2,407
-78% -$1.36M 0.2% 122
2024
Q2 		$1.56M Buy
+3,072
New +$1.51M 0.33% 72
2023
Q4 		$1.58M Sell
3,006
-224
-7% -$119K 0.38% 64
2023
Q3 		$1.63M Sell
3,230
-30
-0.9% -$14.8K 0.45% 57
2023
Q2 		$1.57M Buy
3,260
+1,492
+84% +$730K 0.44% 51
2023
Q1 		$836K Buy
+1,768
New +$853K 0.45% 66
2022
Q1 		$547K Sell
1,072
-31
-3% -$15K 0.28% 103
2021
Q4 		$554K Sell
1,103
-37
-3% -$16.7K 0.28% 85
2021
Q3 		$445K Sell
1,140
-42
-4% -$17.4K 0.18% 127
2021
Q2 		$473K Buy
1,182
+142
+14% +$56.6K 0.18% 130
2021
Q1 		$387K Buy
1,040
+47
+5% +$16.3K 0.22% 102
2020
Q4 		$348K Buy
+993
New +$333K 0.24% 115

Other funds holding UNH

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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Golden State Equity Partners's UNH Position: Q2 2026 in Review

Golden State Equity Partners reduced its UnitedHealth (UNH) stake by 100% in Q2 2026, selling an estimated $1.28M and leaving 10 shares worth $4.16K. The position accounts for 0.01% of the portfolio, ranked #262.

Golden State Equity Partners first reported a position in UNH in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.72M in Q1 2025. 1,635 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Golden State Equity Partners held 10 shares of UnitedHealth worth $4.16K as of Q2 2026.
  • Golden State Equity Partners sold 3,448 UnitedHealth shares in Q2 2026, an estimated $1.28M.
  • UnitedHealth made up 0.01% of Golden State Equity Partners's portfolio in Q2 2026, its #262 holding.
  • Golden State Equity Partners first reported a position in UnitedHealth in Q4 2020 and has held it in 19 quarters since.
  • Golden State Equity Partners's UnitedHealth position peaked at $1.72M in Q1 2025.
  • 1,635 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.