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Kovack Advisors’s UnitedHealth UNH Stock Holding History

Kovack 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
2019
Q2 		– Sell
-2
Closed -$1K – 514
2019
Q1 		$1K Buy
+2
New +$510 ﹤0.01% 455
2018
Q4 		– Sell
-2
Closed -$3K – 494
2018
Q3 		$3K Buy
+2
New +$520 ﹤0.01% 441

Other funds holding UNH

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Kovack Advisors's UNH Position: Q2 2026 in Review

Kovack Advisors increased its UnitedHealth (UNH) stake by 31% in Q2 2026, buying an estimated $920K and bringing the position to 10,456 shares worth $4.39M. The position accounts for 0.21% of the portfolio, ranked #100.

Kovack Advisors first reported a position in UNH in Q1 2015 and has held it in 43 quarters since. The position peaked at $8.85M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Kovack Advisors held 10,456 shares of UnitedHealth worth $4.39M as of Q2 2026.
  • Kovack Advisors bought 2,482 UnitedHealth shares in Q2 2026, an estimated $920K.
  • UnitedHealth made up 0.21% of Kovack Advisors's portfolio in Q2 2026, its #100 holding.
  • Kovack Advisors first reported a position in UnitedHealth in Q1 2015 and has held it in 43 quarters since.
  • Kovack Advisors's UnitedHealth position peaked at $8.85M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.