Mad River Investors’s UnitedHealth UNH Stock Holding History

Mad River Investors’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	$707K	Hold	1,700	–	–	0.26%	21
2026 Q1	$460K	Hold	1,700	–	–	0.17%	25
2025 Q4	$561K	Hold	1,700	–	–	0.26%	24
2025 Q3	$587K	Buy	+1,700	New	+$514K	0.25%	22
2020 Q1	–	Sell	-1,250	Closed	-$367K	–	22
2019 Q4	$367K	Hold	1,250	–	–	0.31%	21
2019 Q3	$272K	Sell	1,250 -100	-7%	-$24.1K	0.26%	22
2019 Q2	$329K	Hold	1,350	–	–	0.29%	25
2019 Q1	$334K	Hold	1,350	–	–	0.3%	27
2018 Q4	$336K	Hold	1,350	–	–	0.37%	26
2018 Q3	$359K	Hold	1,350	–	–	0.28%	26
2018 Q2	$331K	Hold	1,350	–	–	0.27%	26
2018 Q1	$289K	Buy	+1,350	New	+$308K	0.28%	24

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Mad River Investors's UNH Position: Q2 2026 in Review

Mad River Investors held its UnitedHealth (UNH) position steady in Q2 2026 at 1,700 shares worth $707K. The position accounts for 0.26% of the portfolio, ranked #21.

Mad River Investors first reported a position in UNH in Q1 2018 and has held it in 12 quarters since. 1,867 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Mad River Investors held 1,700 shares of UnitedHealth worth $707K as of Q2 2026.
Mad River Investors left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.26% of Mad River Investors's portfolio in Q2 2026, its #21 holding.
Mad River Investors first reported a position in UnitedHealth in Q1 2018 and has held it in 12 quarters since.
1,867 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Mad River Investors's 13F filing for Q2 2026, filed 3 Aug 2026.