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Macroview Investment Management’s UnitedHealth UNH Stock Holding History

Macroview Investment 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 		$478K Sell
1,151
-69
-6% -$25.6K 0.3% 64
2026
Q1 		$330K Buy
1,220
+59
+5% +$17.6K 0.23% 77
2025
Q4 		$383K Sell
1,161
-22
-2% -$7.46K 0.26% 66
2025
Q3 		$409K Buy
1,183
+41
+4% +$12.4K 0.3% 64
2025
Q2 		$356K Buy
1,142
+634
+125% +$242K 0.29% 61
2025
Q1 		$266K Buy
508
+8
+2% +$4.09K 0.25% 70
2024
Q4 		$253K Buy
+500
New +$284K 0.25% 70
2024
Q3 		– Sell
-54
Closed -$27.5K – 647
2024
Q2 		$27.5K Buy
54
+47
+671% +$23K 0.03% 160
2024
Q1 		$3.57K Hold
7
– – ﹤0.01% 451
2023
Q4 		$3.79K Sell
7
-37
-84% -$19.7K ﹤0.01% 427
2023
Q3 		$22.3K Buy
+44
New +$21.7K 0.03% 160
2023
Q2 		– Hold
0
– – – 496
2015
Q1 		– Sell
-4
Closed – – 239
2014
Q4 		$0 Hold
4
– – ﹤0.01% 277
2014
Q3 		$0 Buy
+4
New +$338 ﹤0.01% 299

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Macroview Investment Management's UNH Position: Q2 2026 in Review

Macroview Investment Management reduced its UnitedHealth (UNH) stake by 5.7% in Q2 2026, selling an estimated $25.6K and leaving 1,151 shares worth $478K. The position accounts for 0.3% of the portfolio, ranked #64.

Macroview Investment Management first reported a position in UNH in Q3 2014 and has held it in 13 quarters since. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Macroview Investment Management held 1,151 shares of UnitedHealth worth $478K as of Q2 2026.
  • Macroview Investment Management sold 69 UnitedHealth shares in Q2 2026, an estimated $25.6K.
  • UnitedHealth made up 0.3% of Macroview Investment Management's portfolio in Q2 2026, its #64 holding.
  • Macroview Investment Management first reported a position in UnitedHealth in Q3 2014 and has held it in 13 quarters since.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Macroview Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.