MAM
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Madison Asset Management’s UnitedHealth UNH Stock Holding History

Madison Asset 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 		$17.6M Buy
42,380
+834
+2% +$309K 0.21% 108
2026
Q1 		$11.2M Buy
41,546
+5,923
+17% +$1.76M 0.14% 129
2025
Q4 		$11.8M Buy
35,623
+2,190
+7% +$742K 0.14% 123
2025
Q3 		$11.5M Buy
33,433
+8,124
+32% +$2.46M 0.13% 120
2025
Q2 		$7.9M Sell
25,309
-12,043
-32% -$4.6M 0.09% 144
2025
Q1 		$19.6M Sell
37,352
-261
-0.7% -$133K 0.22% 95
2024
Q4 		$19M Sell
37,613
-338
-0.9% -$192K 0.21% 99
2024
Q3 		$22.2M Sell
37,951
-591
-2% -$334K 0.25% 96
2024
Q2 		$19.6M Sell
38,542
-357
-0.9% -$175K 0.24% 99
2024
Q1 		$19.2M Buy
38,899
+801
+2% +$407K 0.24% 99
2023
Q4 		$20.1M Sell
38,098
-624
-2% -$333K 0.27% 98
2023
Q3 		$19.5M Buy
38,722
+2,250
+6% +$1.11M 0.29% 97
2023
Q2 		$17.5M Buy
36,472
+5,745
+19% +$2.81M 0.26% 103
2023
Q1 		$14.5M Sell
30,727
-494
-2% -$238K 0.22% 113
2022
Q4 		$16.6M Buy
31,221
+280
+0.9% +$148K 0.26% 109
2022
Q3 		$15.6M Buy
30,941
+662
+2% +$348K 0.26% 107
2022
Q2 		$15.6M Buy
30,279
+714
+2% +$359K 0.24% 106
2022
Q1 		$15.1M Buy
29,565
+1,640
+6% +$791K 0.22% 113
2021
Q4 		$14M Sell
27,925
-793
-3% -$359K 0.18% 119
2021
Q3 		$11.2M Buy
28,718
+748
+3% +$310K 0.15% 123
2021
Q2 		$11.2M Buy
27,970
+1,516
+6% +$604K 0.15% 127
2021
Q1 		$9.84M Buy
26,454
+700
+3% +$243K 0.14% 132
2020
Q4 		$9.03M Buy
25,754
+672
+3% +$225K 0.13% 124
2020
Q3 		$7.82M Sell
25,082
-270
-1% -$82.9K 0.13% 122
2020
Q2 		$7.48M Buy
25,352
+165
+0.7% +$47.3K 0.13% 125
2020
Q1 		$6.28M Buy
25,187
+289
+1% +$79.5K 0.13% 130
2019
Q4 		$7.32M Buy
+24,898
New +$6.51M 0.11% 147

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Madison Asset Management's UNH Position: Q2 2026 in Review

Madison Asset Management increased its UnitedHealth (UNH) stake by 2% in Q2 2026, buying an estimated $309K and bringing the position to 42,380 shares worth $17.6M. The position accounts for 0.21% of the portfolio, ranked #108.

Madison Asset Management first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $22.2M in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Madison Asset Management held 42,380 shares of UnitedHealth worth $17.6M as of Q2 2026.
  • Madison Asset Management bought 834 UnitedHealth shares in Q2 2026, an estimated $309K.
  • UnitedHealth made up 0.21% of Madison Asset Management's portfolio in Q2 2026, its #108 holding.
  • Madison Asset Management first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Madison Asset Management's UnitedHealth position peaked at $22.2M in Q3 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.