Guggenheim Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.8M | Sell |
54,858
-6,656
| -11% | -$2.47M | 0.14% | 132 |
|
|
2026
Q1 | $16.6M | Sell |
61,514
-16,197
| -21% | -$4.82M | 0.13% | 164 |
|
|
2025
Q4 | $25.7M | Sell |
77,711
-1,823
| -2% | -$618K | 0.18% | 109 |
|
|
2025
Q3 | $27.5M | Sell |
79,534
-1,744
| -2% | -$527K | 0.2% | 101 |
|
|
2025
Q2 | $25.4M | Sell |
81,278
-8,552
| -10% | -$3.27M | 0.2% | 101 |
|
|
2025
Q1 | $47M | Sell |
89,830
-6,562
| -7% | -$3.35M | 0.43% | 48 |
|
|
2024
Q4 | $48.8M | Sell |
96,392
-2,609
| -3% | -$1.48M | 0.4% | 44 |
|
|
2024
Q3 | $57.9M | Sell |
99,001
-1,811
| -2% | -$1.02M | 0.41% | 41 |
|
|
2024
Q2 | $51.3M | Buy |
100,812
+4,992
| +5% | +$2.45M | 0.36% | 47 |
|
|
2024
Q1 | $47.4M | Buy |
95,820
+12,890
| +16% | +$6.55M | 0.33% | 51 |
|
|
2023
Q4 | $43.7M | Buy |
82,930
+3,331
| +4% | +$1.78M | 0.33% | 51 |
|
|
2023
Q3 | $40.1M | Buy |
79,599
+6,135
| +8% | +$3.02M | 0.35% | 53 |
|
|
2023
Q2 | $35.3M | Buy |
73,464
+1,484
| +2% | +$726K | 0.28% | 64 |
|
|
2023
Q1 | $34M | Sell |
71,980
-2,239
| -3% | -$1.08M | 0.29% | 60 |
|
|
2022
Q4 | $39.3M | Buy |
74,219
+1,326
| +2% | +$702K | 0.35% | 52 |
|
|
2022
Q3 | $36.8M | Sell |
72,893
-13,652
| -16% | -$7.18M | 0.34% | 55 |
|
|
2022
Q2 | $44.5M | Sell |
86,545
-24,668
| -22% | -$12.4M | 0.35% | 42 |
|
|
2022
Q1 | $56.7M | Sell |
111,213
-29,875
| -21% | -$14.4M | 0.34% | 41 |
|
|
2021
Q4 | $70.8M | Sell |
141,088
-7,248
| -5% | -$3.28M | 0.37% | 38 |
|
|
2021
Q3 | $58M | Sell |
148,336
-19,951
| -12% | -$8.26M | 0.35% | 44 |
|
|
2021
Q2 | $67.4M | Sell |
168,287
-1,407
| -0.8% | -$561K | 0.4% | 28 |
|
|
2021
Q1 | $63.1M | Sell |
169,694
-7,200
| -4% | -$2.49M | 0.41% | 27 |
|
|
2020
Q4 | $62M | Buy |
176,894
+12,460
| +8% | +$4.18M | 0.39% | 29 |
|
|
2020
Q3 | $51.3M | Sell |
164,434
-4,374
| -3% | -$1.34M | 0.37% | 34 |
|
|
2020
Q2 | $49.8M | Buy |
168,808
+24,796
| +17% | +$7.11M | 0.39% | 32 |
|
|
2020
Q1 | $35.9M | Sell |
144,012
-30,478
| -17% | -$8.39M | 0.36% | 42 |
|
|
2019
Q4 | $51.3M | Buy |
174,490
+8,871
| +5% | +$2.32M | 0.39% | 39 |
|
|
2019
Q3 | $36M | Sell |
165,619
-1,133
| -0.7% | -$273K | 0.29% | 54 |
|
|
2019
Q2 | $40.7M | Sell |
166,752
-6,884
| -4% | -$1.66M | 0.33% | 46 |
|
|
2019
Q1 | $42.9M | Sell |
173,636
-21,931
| -11% | -$5.59M | 0.35% | 41 |
|
|
2018
Q4 | $48.7M | Buy |
195,567
+3,997
| +2% | +$1.06M | 0.41% | 26 |
|
|
2018
Q3 | $51M | Buy |
191,570
+1,266
| +0.7% | +$329K | 0.33% | 35 |
|
|
2018
Q2 | $46.7M | Sell |
190,304
-357,565
| -65% | -$85.9M | 0.31% | 34 |
|
|
2018
Q1 | $117M | Sell |
547,869
-21,873
| -4% | -$5M | 0.29% | 29 |
|
|
2017
Q4 | $126M | Sell |
569,742
-62,062
| -10% | -$13.2M | 0.3% | 21 |
|
|
2017
Q3 | $124M | Sell |
631,804
-16,059
| -2% | -$3.1M | 0.29% | 22 |
|
|
2017
Q2 | $120M | Buy |
647,863
+426
| +0.1% | +$74.7K | 0.32% | 18 |
|
|
2017
Q1 | $106M | Sell |
647,437
-26,412
| -4% | -$4.33M | 0.29% | 25 |
|
|
2016
Q4 | $108M | Buy |
673,849
+209,420
| +45% | +$31.3M | 0.31% | 23 |
|
|
2016
Q3 | $65M | Sell |
464,429
-107,244
| -19% | -$15M | 0.2% | 72 |
|
|
2016
Q2 | $80.7M | Buy |
571,673
+11,179
| +2% | +$1.49M | 0.25% | 44 |
|
|
2016
Q1 | $72.2M | Sell |
560,494
-75,093
| -12% | -$8.88M | 0.23% | 54 |
|
|
2015
Q4 | $74.8M | Sell |
635,587
-128,005
| -17% | -$15M | 0.22% | 65 |
|
|
2015
Q3 | $88.6M | Sell |
763,592
-38,460
| -5% | -$4.6M | 0.27% | 29 |
|
|
2015
Q2 | $97.8M | Buy |
802,052
+40,650
| +5% | +$4.81M | 0.24% | 36 |
|
|
2015
Q1 | $90.1M | Sell |
761,402
-353,576
| -32% | -$39.3M | 0.21% | 58 |
|
|
2014
Q4 | $113M | Buy |
1,114,978
+28,510
| +3% | +$2.7M | 0.28% | 25 |
|
|
2014
Q3 | $93.7M | Buy |
1,086,468
+18,357
| +2% | +$1.55M | 0.22% | 42 |
|
|
2014
Q2 | $87.3M | Buy |
1,068,111
+324,312
| +44% | +$25.5M | 0.22% | 52 |
|
|
2014
Q1 | $61M | Buy |
743,799
+1,111
| +0.1% | +$83.6K | 0.17% | 99 |
|
|
2013
Q4 | $55.9M | Buy |
742,688
+128,677
| +21% | +$9.24M | 0.17% | 105 |
|
|
2013
Q3 | $44M | Buy |
614,011
+45,756
| +8% | +$3.27M | 0.16% | 108 |
|
|
2013
Q2 | $37.2M | Buy |
+568,255
| New | +$35.4M | 0.16% | 105 |
|
Other funds holding UNH
Guggenheim Capital's UNH Position: Q2 2026 in Review
Guggenheim Capital reduced its UnitedHealth (UNH) stake by 11% in Q2 2026, selling an estimated $2.47M and leaving 54,858 shares worth $22.8M. The position accounts for 0.14% of the portfolio, ranked #132.
Guggenheim Capital first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $126M in Q4 2017. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Guggenheim Capital held 54,858 shares of UnitedHealth worth $22.8M as of Q2 2026.
- Guggenheim Capital sold 6,656 UnitedHealth shares in Q2 2026, an estimated $2.47M.
- UnitedHealth made up 0.14% of Guggenheim Capital's portfolio in Q2 2026, its #132 holding.
- Guggenheim Capital first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
- Guggenheim Capital's UnitedHealth position peaked at $126M in Q4 2017.
- 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.