Mainsail Asset Management’s UnitedHealth UNH Stock Holding History

Mainsail 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	$328K	Buy	+769	New	+$285K	0.13%	104
2025 Q4	–	Sell	-850	Closed	-$294K	–	120
2025 Q3	$294K	Buy	+850	New	+$257K	0.13%	62
2025 Q2	–	Sell	-590	Closed	-$309K	–	64
2025 Q1	$309K	Buy	590 +40	+7%	+$20.4K	0.21%	44
2024 Q4	$278K	Hold	550	–	–	0.19%	48
2024 Q3	$322K	Hold	550	–	–	0.24%	40
2024 Q2	$280K	Hold	550	–	–	0.22%	43
2024 Q1	$272K	Hold	550	–	–	0.22%	41
2023 Q4	$290K	Buy	+550	New	+$293K	0.27%	35

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

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

Mainsail Asset Management opened a new position in UnitedHealth (UNH) in Q2 2026: 769 shares worth $328K. The stake represents 0.13% of the portfolio and ranks #104 among its holdings. This is a return to the name: Mainsail Asset Management previously reported a position in UNH as recently as Q3 2025.

Mainsail Asset Management first reported a position in UNH in Q4 2023 and has held it in 8 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Mainsail Asset Management held 769 shares of UnitedHealth worth $328K as of Q2 2026.
UnitedHealth was a new Mainsail Asset Management position in Q2 2026.
UnitedHealth made up 0.13% of Mainsail Asset Management's portfolio in Q2 2026, its #104 holding.
Mainsail Asset Management first reported a position in UnitedHealth in Q4 2023 and has held it in 8 quarters since.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Mainsail Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.