MAI Capital Management’s UnitedHealth UNH Stock Holding History

MAI 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	–	Hold	0	–	–	–	1793
2026 Q1	–	Hold	0	–	–	–	1682
2025 Q4	–	Hold	0	–	–	–	1395
2025 Q3	–	Hold	0	–	–	–	1407
2025 Q2	–	Hold	0	–	–	–	1030
2025 Q1	–	Hold	0	–	–	–	1386
2024 Q4	–	Hold	0	–	–	–	1428
2024 Q1	–	Sell	-200	Closed	-$105K	–	1261
2023 Q4	$105K	Hold	200	–	–	﹤0.01%	1048
2023 Q3	$101K	Hold	200	–	–	﹤0.01%	998
2023 Q2	$96.1K	Buy	+200	New	+$97.8K	﹤0.01%	1001
2022 Q2	–	Sell	-1,000	Closed	-$510K	–	966
2022 Q1	$510K	Buy	1,000 +500	+100%	+$241K	0.01%	555
2021 Q4	$251K	Hold	500	–	–	﹤0.01%	756
2021 Q3	$195K	Buy	500 +300	+150%	+$124K	﹤0.01%	733
2021 Q2	$80K	Buy	+200	New	+$79.7K	﹤0.01%	733

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

MAI Capital Management increased its UnitedHealth (UNH) stake by 53% in Q2 2026, buying an estimated $12M and bringing the position to 93,560 shares worth $38.9M. The position accounts for 0.15% of the portfolio, ranked #137.

MAI Capital Management first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $99M in Q3 2024. 3,379 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

MAI Capital Management held 93,560 shares of UnitedHealth worth $38.9M as of Q2 2026.
MAI Capital Management bought 32,259 UnitedHealth shares in Q2 2026, an estimated $12M.
UnitedHealth made up 0.15% of MAI Capital Management's portfolio in Q2 2026, its #137 holding.
MAI Capital Management first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
MAI Capital Management's UnitedHealth position peaked at $99M in Q3 2024.
3,379 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.