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Liberty Capital Management’s UnitedHealth UNH Stock Holding History

Liberty Capital 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 		$5.13M Buy
+12,336
New +$4.57M 0.88% 38
2025
Q4 		$5.29M Buy
16,016
+276
+2% +$93.5K 0.98% 31
2025
Q3 		$5.44M Buy
15,740
+960
+6% +$290K 1.02% 33
2025
Q2 		$4.61M Buy
14,780
+726
+5% +$277K 0.93% 35
2025
Q1 		$7.36M Buy
14,054
+1
+0% +$511 1.64% 17
2024
Q4 		$7.11M Buy
14,053
+48
+0.3% +$27.3K 1.58% 17
2024
Q3 		$8.19M Buy
14,005
+6
+0% +$3.39K 1.81% 17
2024
Q2 		$7.13M Buy
13,999
+109
+0.8% +$53.4K 1.69% 17
2024
Q1 		$6.87M Sell
13,890
-272
-2% -$138K 1.69% 17
2023
Q4 		$7.46M Sell
14,162
-575
-4% -$307K 1.96% 13
2023
Q3 		$7.43M Sell
14,737
-12
-0.1% -$5.91K 2.19% 11
2023
Q2 		$7.09M Buy
14,749
+145
+1% +$70.9K 2.13% 12
2023
Q1 		$6.9M Sell
14,604
-18
-0.1% -$8.69K 2.27% 9
2022
Q4 		$7.75M Buy
14,622
+22
+0.2% +$11.7K 2.69% 7
2022
Q3 		$7.37M Sell
14,600
-52
-0.4% -$27.3K 2.76% 7
2022
Q2 		$7.53M Sell
14,652
-377
-3% -$189K 2.68% 7
2022
Q1 		$7.66M Sell
15,029
-84
-0.6% -$40.5K 2.24% 13
2021
Q4 		$7.59M Sell
15,113
-1,022
-6% -$463K 2.05% 14
2021
Q3 		$6.3M Buy
16,135
+12
+0.1% +$4.97K 1.86% 15
2021
Q2 		$6.46M Sell
16,123
-190
-1% -$75.8K 1.96% 14
2021
Q1 		$6.07M Buy
16,313
+88
+0.5% +$30.5K 2.1% 13
2020
Q4 		$5.69M Buy
+16,225
New +$5.44M 2.06% 12
2020
Q2 		$4.58M Sell
15,523
-951
-6% -$272K 1.98% 16
2020
Q1 		$4.11M Sell
16,474
-11
-0.1% -$3.03K 2.14% 15
2019
Q4 		$4.85M Buy
16,485
+93
+0.6% +$24.3K 1.99% 15
2019
Q3 		$3.56M Buy
16,392
+192
+1% +$46.3K 1.57% 24
2019
Q2 		$3.95M Sell
16,200
-105
-0.6% -$25.3K 1.77% 20
2019
Q1 		$4.03M Buy
16,305
+101
+0.6% +$25.8K 2.03% 17
2018
Q4 		$4.04M Buy
16,204
+10
+0.1% +$2.64K 2.48% 12
2018
Q3 		$4.31M Buy
16,194
+455
+3% +$118K 2.25% 13
2018
Q2 		$3.86M Buy
15,739
+209
+1% +$50.2K 2.26% 13
2018
Q1 		$3.32M Buy
15,530
+18
+0.1% +$4.11K 2.01% 15
2017
Q4 		$3.55M Buy
15,512
+139
+0.9% +$29.5K 1.88% 15
2017
Q3 		$3.19M Buy
15,373
+523
+4% +$101K 1.75% 16
2017
Q2 		$2.76M Buy
14,850
+1,217
+9% +$213K 1.67% 23
2017
Q1 		$2.24M Buy
13,633
+1,146
+9% +$188K 1.34% 29
2016
Q4 		$1.97M Buy
12,487
+1,833
+17% +$274K 1.28% 28
2016
Q3 		$1.47M Buy
10,654
+235
+2% +$32.9K 0.96% 43
2016
Q2 		$1.47M Buy
10,419
+7,521
+260% +$1M 0.99% 41
2016
Q1 		$374K Sell
2,898
-405
-12% -$47.9K 0.28% 73
2015
Q4 		$389K Sell
3,303
-167
-5% -$19.5K 0.29% 72
2015
Q3 		$403K Sell
3,470
-965
-22% -$115K 0.32% 73
2015
Q2 		$541K Buy
4,435
+2,360
+114% +$279K 0.36% 73
2015
Q1 		$245K Buy
+2,075
New +$230K 0.16% 95

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

Liberty Capital Management's UNH Position: Q2 2026 in Review

Liberty Capital Management opened a new position in UnitedHealth (UNH) in Q2 2026: 12,336 shares worth $5.13M. The stake represents 0.88% of the portfolio and ranks #38 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in UNH as recently as Q4 2025.

Liberty Capital Management first reported a position in UNH in Q1 2015 and has held it in 44 quarters since. The position peaked at $8.19M in Q3 2024. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Liberty Capital Management held 12,336 shares of UnitedHealth worth $5.13M as of Q2 2026.
  • UnitedHealth was a new Liberty Capital Management position in Q2 2026.
  • UnitedHealth made up 0.88% of Liberty Capital Management's portfolio in Q2 2026, its #38 holding.
  • Liberty Capital Management first reported a position in UnitedHealth in Q1 2015 and has held it in 44 quarters since.
  • Liberty Capital Management's UnitedHealth position peaked at $8.19M in Q3 2024.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.