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Knights of Columbus Asset Advisors’s UnitedHealth UNH Stock Holding History

Knights of Columbus Asset Advisors’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 		$446K Buy
+1,074
New +$398K 0.02% 315
2025
Q2 		– Sell
-786
Closed -$412K – 388
2025
Q1 		$412K Sell
786
-323
-29% -$165K 0.03% 271
2024
Q4 		$561K Sell
1,109
-97
-8% -$55.1K 0.04% 263
2024
Q3 		$705K Buy
1,206
+78
+7% +$44.1K 0.05% 253
2024
Q2 		$574K Buy
1,128
+242
+27% +$119K 0.04% 286
2024
Q1 		$438K Sell
886
-495
-36% -$252K 0.03% 282
2023
Q4 		$727K Sell
1,381
-33
-2% -$17.6K 0.05% 269
2023
Q3 		$713K Sell
1,414
-443
-24% -$218K 0.07% 253
2023
Q2 		$893K Buy
1,857
+47
+3% +$23K 0.08% 251
2023
Q1 		$855K Buy
1,810
+2
+0.1% +$965 0.08% 242
2022
Q4 		$959K Buy
1,808
+4
+0.2% +$2.12K 0.1% 228
2022
Q3 		$911K Sell
1,804
-116
-6% -$61K 0.09% 225
2022
Q2 		$987K Sell
1,920
-811
-30% -$407K 0.1% 224
2022
Q1 		$1.39M Buy
2,731
+79
+3% +$38.1K 0.12% 219
2021
Q4 		$1.33M Buy
2,652
+23
+0.9% +$10.4K 0.11% 222
2021
Q3 		$1.03M Buy
2,629
+342
+15% +$142K 0.09% 224
2021
Q2 		$916K Sell
2,287
-61
-3% -$24.3K 0.08% 227
2021
Q1 		$874K Sell
2,348
-768
-25% -$266K 0.09% 250
2020
Q4 		$1.09M Buy
3,116
+3
+0.1% +$1.01K 0.12% 245
2020
Q3 		$971K Sell
3,113
-3,597
-54% -$1.1M 0.12% 238
2020
Q2 		$1.98M Sell
6,710
-200
-3% -$57.3K 0.24% 123
2020
Q1 		$1.72M Sell
6,910
-2,001
-22% -$551K 0.22% 141
2019
Q4 		$2.62M Buy
+8,911
New +$2.33M 0.23% 137

Other funds holding UNH

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
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 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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

Knights of Columbus Asset Advisors's UNH Position: Q2 2026 in Review

Knights of Columbus Asset Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 1,074 shares worth $446K. The stake represents 0.02% of the portfolio and ranks #315 among its holdings. This is a return to the name: Knights of Columbus Asset Advisors previously reported a position in UNH as recently as Q1 2025.

Knights of Columbus Asset Advisors first reported a position in UNH in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.62M in Q4 2019. 1,998 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Knights of Columbus Asset Advisors held 1,074 shares of UnitedHealth worth $446K as of Q2 2026.
  • UnitedHealth was a new Knights of Columbus Asset Advisors position in Q2 2026.
  • UnitedHealth made up 0.02% of Knights of Columbus Asset Advisors's portfolio in Q2 2026, its #315 holding.
  • Knights of Columbus Asset Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 23 quarters since.
  • Knights of Columbus Asset Advisors's UnitedHealth position peaked at $2.62M in Q4 2019.
  • 1,998 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Knights of Columbus Asset Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.