Intact Investment Management’s UnitedHealth UNH Stock Holding History

Intact 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	$20.1M	Buy	48,370 +4,470	+10%	+$1.66M	0.57%	42
2026 Q1	$11.9M	Buy	43,900 +300	+0.7%	+$89.3K	0.34%	78
2025 Q4	$14.4M	Buy	+43,600	New	+$14.8M	0.41%	61
2025 Q3	–	Sell	-3,000	Closed	-$936K	–	336
2025 Q2	$936K	Buy	3,000 +800	+36%	+$306K	0.03%	228
2025 Q1	$1.15M	Buy	2,200 +1,200	+120%	+$613K	0.04%	211
2024 Q4	$506K	Sell	1,000 -500	-33%	-$284K	0.02%	243
2024 Q3	$877K	Sell	1,500 -1,980	-57%	-$1.12M	0.03%	210
2024 Q2	$1.77M	Buy	3,480 +380	+12%	+$186K	0.07%	175
2024 Q1	$1.53M	Buy	3,100 +1,900	+158%	+$966K	0.06%	186
2023 Q4	$632K	Sell	1,200 -700	-37%	-$373K	0.03%	214
2023 Q3	$958K	Sell	1,900 -2,200	-54%	-$1.08M	0.04%	193
2023 Q2	$1.97M	Sell	4,100 -100	-2%	-$48.9K	0.08%	172
2023 Q1	$1.98M	Buy	4,200 +1,900	+83%	+$917K	0.08%	165
2022 Q4	$1.22M	Sell	2,300 -500	-18%	-$265K	0.05%	170
2022 Q3	$1.42M	Sell	2,800 -400	-13%	-$210K	0.05%	179
2022 Q2	$1.65M	Sell	3,200 -2,200	-41%	-$1.1M	0.05%	173
2022 Q1	$2.75M	Buy	5,400 +800	+17%	+$386K	0.07%	165
2021 Q4	$2.31M	Sell	4,600 -400	-8%	-$181K	0.06%	178
2021 Q3	$1.95M	Hold	5,000	–	–	0.05%	168
2021 Q2	$2M	Hold	5,000	–	–	0.06%	164
2021 Q1	$1.86M	Sell	5,000 -400	-7%	-$139K	0.06%	172
2020 Q4	$1.89M	Hold	5,400	–	–	0.06%	171
2020 Q3	$1.68M	Sell	5,400 -400	-7%	-$123K	0.06%	173
2020 Q2	$1.71M	Sell	5,800 -1,000	-15%	-$287K	0.06%	163
2020 Q1	$1.7M	Hold	6,800	–	–	0.07%	158
2019 Q4	$2M	Sell	6,800 -4,200	-38%	-$1.1M	0.07%	162
2019 Q3	$2.39M	Buy	11,000 +7,900	+255%	+$1.91M	0.08%	156
2019 Q2	$756K	Sell	3,100 -200	-6%	-$48.1K	0.03%	181
2019 Q1	$816K	Sell	3,300 -200	-6%	-$51K	0.03%	176
2018 Q4	$872K	Buy	3,500 +500	+17%	+$132K	0.04%	169
2018 Q3	$798K	Hold	3,000	–	–	0.03%	172
2018 Q2	$736K	Hold	3,000	–	–	0.03%	167
2018 Q1	$659K	Buy	3,000 +1,400	+88%	+$320K	0.03%	165
2017 Q4	$353K	Hold	1,600	–	–	0.01%	179
2017 Q3	$313K	Hold	1,600	–	–	0.01%	188
2017 Q2	$297K	Hold	1,600	–	–	0.01%	221
2017 Q1	$262K	Sell	1,600 -700	-30%	-$115K	0.01%	239
2016 Q4	$368K	Hold	2,300	–	–	0.01%	215
2016 Q3	$322K	Hold	2,300	–	–	0.01%	226
2016 Q2	$325K	Hold	2,300	–	–	0.01%	228
2016 Q1	$296K	Hold	2,300	–	–	0.01%	229
2015 Q4	$271K	Buy	+2,300	New	+$269K	0.01%	218
2015 Q3	–	Sell	-2,300	Closed	-$280K	–	235
2015 Q2	$280K	Buy	+2,300	New	+$272K	0.01%	217
2014 Q4	–	Sell	-11,300	Closed	-$975K	–	269
2014 Q3	$975K	Hold	11,300	–	–	0.04%	137
2014 Q2	$924K	Hold	11,300	–	–	0.04%	120
2014 Q1	$926K	Hold	11,300	–	–	0.04%	117
2013 Q4	$851K	Hold	11,300	–	–	0.04%	105
2013 Q3	$809K	Buy	11,300 +7,500	+197%	+$537K	0.04%	104
2013 Q2	$249K	Buy	+3,800	New	+$236K	0.01%	115

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

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

Intact Investment Management increased its UnitedHealth (UNH) stake by 10% in Q2 2026, buying an estimated $1.66M and bringing the position to 48,370 shares worth $20.1M. The position accounts for 0.57% of the portfolio, ranked #42.

Intact Investment Management first reported a position in UNH in Q2 2013 and has held it in 49 quarters since. 1,643 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Intact Investment Management held 48,370 shares of UnitedHealth worth $20.1M as of Q2 2026.
Intact Investment Management bought 4,470 UnitedHealth shares in Q2 2026, an estimated $1.66M.
UnitedHealth made up 0.57% of Intact Investment Management's portfolio in Q2 2026, its #42 holding.
Intact Investment Management first reported a position in UnitedHealth in Q2 2013 and has held it in 49 quarters since.
1,643 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Intact Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.