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UNH icon

Latitude Advisors’s UnitedHealth UNH Stock Holding History

Latitude 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 		$243K Buy
+585
New +$217K 0.1% 218
2026
Q1 		– Sell
-864
Closed -$285K – 234
2025
Q4 		$285K Sell
864
-30
-3% -$10.2K 0.13% 169
2025
Q3 		$309K Sell
894
-387
-30% -$117K 0.14% 150
2025
Q2 		$400K Buy
1,281
+30
+2% +$11.5K 0.2% 112
2025
Q1 		$655K Sell
1,251
-285
-19% -$146K 0.38% 63
2024
Q4 		$777K Sell
1,536
-142
-8% -$80.7K 0.44% 54
2024
Q3 		$981K Buy
1,678
+137
+9% +$77.5K 0.56% 46
2024
Q2 		$785K Buy
1,541
+63
+4% +$30.9K 0.48% 47
2024
Q1 		$731K Buy
1,478
+283
+24% +$144K 0.46% 44
2023
Q4 		$629K Buy
1,195
+2
+0.2% +$1.07K 0.44% 53
2023
Q3 		$602K Buy
1,193
+109
+10% +$53.6K 0.43% 49
2023
Q2 		$521K Buy
1,084
+13
+1% +$6.36K 0.36% 64
2023
Q1 		$506K Buy
1,071
+125
+13% +$60.3K 0.37% 68
2022
Q4 		$502K Sell
946
-120
-11% -$63.6K 0.38% 55
2022
Q3 		$539K Sell
1,066
-175
-14% -$92K 0.45% 41
2022
Q2 		$637K Sell
1,241
-2,486
-67% -$1.25M 0.59% 35
2022
Q1 		$1.9M Buy
3,727
+1,100
+42% +$531K 0.43% 42
2021
Q4 		$1.32M Sell
2,627
-27
-1% -$12.2K 0.37% 45
2021
Q3 		$1.04M Buy
2,654
+1,264
+91% +$524K 0.33% 58
2021
Q2 		$557K Sell
1,390
-60
-4% -$23.9K 0.41% 47
2021
Q1 		$540K Sell
1,450
-204
-12% -$70.7K 0.44% 47
2020
Q4 		$580K Buy
+1,654
New +$554K 0.51% 49

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Latitude Advisors's UNH Position: Q2 2026 in Review

Latitude Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 585 shares worth $243K. The stake represents 0.1% of the portfolio and ranks #218 among its holdings. This is a return to the name: Latitude Advisors previously reported a position in UNH as recently as Q4 2025.

Latitude Advisors first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.9M in Q1 2022. 1,487 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Latitude Advisors held 585 shares of UnitedHealth worth $243K as of Q2 2026.
  • UnitedHealth was a new Latitude Advisors position in Q2 2026.
  • UnitedHealth made up 0.1% of Latitude Advisors's portfolio in Q2 2026, its #218 holding.
  • Latitude Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • Latitude Advisors's UnitedHealth position peaked at $1.9M in Q1 2022.
  • 1,487 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.