Marotta Asset Management’s UnitedHealth UNH Stock Holding History

Marotta 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	$361K	Sell	846 -157	-16%	-$58.2K	0.06%	80
2026 Q1	$275K	Sell	1,003 -2	-0.2%	-$596	0.05%	89
2025 Q4	$332K	Hold	1,005	–	–	0.06%	80
2025 Q3	$350K	Sell	1,005 -464	-32%	-$140K	0.07%	82
2025 Q2	$458K	Sell	1,469 -23	-2%	-$8.79K	0.09%	67
2025 Q1	$872K	Hold	1,492	–	–	0.17%	58
2024 Q4	$753K	Hold	1,492	–	–	0.16%	59
2024 Q3	$872K	Sell	1,492 -7	-0.5%	-$3.96K	0.17%	58
2024 Q2	$741K	Buy	1,499 +37	+3%	+$18.1K	0.15%	60
2024 Q1	$723K	Sell	1,462 -68	-4%	-$34.6K	0.15%	60
2023 Q4	$805K	Sell	1,530 -94	-6%	-$50.1K	0.17%	57
2023 Q3	$819K	Sell	1,624 -10	-0.6%	-$4.92K	0.19%	53
2023 Q2	$785K	Buy	+1,634	New	+$799K	0.18%	52
2022 Q4	$866K	Sell	1,634 -16	-1%	-$8.47K	0.21%	53
2022 Q3	$833K	Sell	1,650 -33	-2%	-$17.4K	0.22%	49
2022 Q2	$871K	Sell	1,683 -5	-0.3%	-$2.51K	0.21%	54
2022 Q1	$861K	Buy	1,688 +24	+1%	+$11.6K	0.2%	53
2021 Q4	$836K	Buy	1,664 +213	+15%	+$96.4K	0.19%	50
2021 Q3	$567K	Hold	1,451	–	–	0.14%	60
2021 Q2	$587K	Buy	1,451 +8	+0.6%	+$3.19K	0.14%	61
2021 Q1	$530K	Hold	1,443	–	–	0.14%	58
2020 Q4	$506K	Hold	1,443	–	–	0.13%	50
2020 Q3	$450K	Hold	1,443	–	–	0.14%	53
2020 Q2	$426K	Hold	1,443	–	–	0.14%	56
2020 Q1	$342K	Hold	1,443	–	–	0.13%	59
2019 Q4	$395K	Buy	+1,443	New	+$378K	0.12%	63

Other funds holding UNH

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

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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Marotta Asset Management reduced its UnitedHealth (UNH) stake by 16% in Q2 2026, selling an estimated $58.2K and leaving 846 shares worth $361K. The position accounts for 0.06% of the portfolio, ranked #80.

Marotta Asset Management first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. The position peaked at $872K in Q1 2025. 1,642 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Marotta Asset Management held 846 shares of UnitedHealth worth $361K as of Q2 2026.
Marotta Asset Management sold 157 UnitedHealth shares in Q2 2026, an estimated $58.2K.
UnitedHealth made up 0.06% of Marotta Asset Management's portfolio in Q2 2026, its #80 holding.
Marotta Asset Management first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
Marotta Asset Management's UnitedHealth position peaked at $872K in Q1 2025.
1,642 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.