Malaga Cove Capital’s UnitedHealth UNH Stock Holding History

Malaga Cove Capital’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	$614K	Sell	1,478 -35	-2%	-$13K	0.2%	113
2026 Q1	$409K	Buy	1,513 +197	+15%	+$58.7K	0.15%	140
2025 Q4	$434K	Buy	+1,316	New	+$446K	0.15%	145
2025 Q1	–	Sell	-914	Closed	-$462K	–	210
2024 Q4	$462K	Buy	914 +299	+49%	+$170K	0.18%	129
2024 Q3	$360K	Hold	615	–	–	0.14%	145
2024 Q2	$313K	Buy	+615	New	+$301K	0.13%	152
2022 Q3	–	Sell	-5,120	Closed	-$2.62M	–	173
2022 Q2	$2.62M	Sell	5,120 -7	-0.1%	-$3.52K	1.46%	12
2022 Q1	$2.62M	Sell	5,127 -13	-0.3%	-$6.27K	1.19%	17
2021 Q4	$2.58M	Sell	5,140 -1	-0%	-$453	1.01%	21
2021 Q3	$2.01M	Sell	5,141 -24	-0.5%	-$9.94K	0.83%	35
2021 Q2	$2.07M	Hold	5,165	–	–	0.88%	30
2021 Q1	$1.93M	Buy	5,165 +10	+0.2%	+$3.46K	0.82%	36
2020 Q4	$1.79M	Buy	5,155 +832	+19%	+$279K	0.84%	31
2020 Q3	$1.35M	Sell	4,323 -32	-0.7%	-$9.83K	0.79%	38
2020 Q2	$1.28M	Hold	4,355	–	–	0.78%	41
2020 Q1	$1.1M	Buy	4,355 +689	+19%	+$190K	0.91%	32
2019 Q4	$1.08M	Sell	3,666 -12	-0.3%	-$3.14K	0.67%	50
2019 Q3	$799K	Sell	3,678 -157	-4%	-$37.9K	0.54%	72
2019 Q2	$936K	Buy	3,835 +1,412	+58%	+$340K	0.6%	56
2019 Q1	$599K	Buy	+2,423	New	+$618K	0.37%	101

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 22.94% 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

Malaga Cove Capital's UNH Position: Q2 2026 in Review

Malaga Cove Capital reduced its UnitedHealth (UNH) stake by 2.3% in Q2 2026, selling an estimated $13K and leaving 1,478 shares worth $614K. The position accounts for 0.2% of the portfolio, ranked #113.

Malaga Cove Capital first reported a position in UNH in Q1 2019 and has held it in 20 quarters since. The position peaked at $2.62M in Q2 2022. 1,812 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Malaga Cove Capital held 1,478 shares of UnitedHealth worth $614K as of Q2 2026.
Malaga Cove Capital sold 35 UnitedHealth shares in Q2 2026, an estimated $13K.
UnitedHealth made up 0.2% of Malaga Cove Capital's portfolio in Q2 2026, its #113 holding.
Malaga Cove Capital first reported a position in UnitedHealth in Q1 2019 and has held it in 20 quarters since.
Malaga Cove Capital's UnitedHealth position peaked at $2.62M in Q2 2022.
1,812 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Malaga Cove Capital's 13F filing for Q2 2026, filed 24 Jul 2026.