JM2 Capital’s UnitedHealth UNH Stock Holding History

JM2 Capital’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	$238K	Buy	+573	New	+$212K	0.16%	109

Other funds holding UNH

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 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

JM2 Capital's UNH Position: Q2 2026 in Review

JM2 Capital opened a new position in UnitedHealth (UNH) in Q2 2026: 573 shares worth $238K. The stake represents 0.16% of the portfolio and ranks #109 among its holdings.

1,984 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

JM2 Capital held 573 shares of UnitedHealth worth $238K as of Q2 2026.
UnitedHealth was a new JM2 Capital position in Q2 2026.
UnitedHealth made up 0.16% of JM2 Capital's portfolio in Q2 2026, its #109 holding.
1,984 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.