MAM
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Marquette Asset Management’s UnitedHealth UNH Stock Holding History

Marquette 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 		$42.8K Buy
+103
New +$38.2K 0.01% 178
2026
Q1 		– Sell
-100
Closed -$33K – 911
2025
Q4 		$33K Sell
100
-72
-42% -$24.4K ﹤0.01% 126
2025
Q3 		$59.4K Sell
172
-83
-33% -$25.1K 0.01% 94
2025
Q2 		$79.6K Sell
255
-40
-14% -$15.3K 0.01% 77
2025
Q1 		$155K Sell
295
-3
-1% -$1.53K 0.03% 65
2024
Q4 		$151K Sell
298
-878
-75% -$499K 0.02% 104
2024
Q3 		$688K Sell
1,176
-102
-8% -$57.7K 0.11% 37
2024
Q2 		$651K Sell
1,278
-39
-3% -$19.1K 0.11% 37
2024
Q1 		$652K Sell
1,317
-13
-1% -$6.61K 0.11% 34
2023
Q4 		$700K Sell
1,330
-71
-5% -$37.9K 0.13% 34
2023
Q3 		$706K Buy
1,401
+8
+0.6% +$3.94K 0.17% 31
2023
Q2 		$670K Buy
1,393
+115
+9% +$56.2K 0.17% 36
2023
Q1 		$604K Hold
1,278
– – 0.16% 38
2022
Q4 		$678K Sell
1,278
-300
-19% -$159K 0.2% 35
2022
Q3 		$797K Sell
1,578
-3
-0.2% -$1.58K 0.25% 31
2022
Q2 		$812K Sell
1,581
-155
-9% -$77.8K 0.23% 40
2022
Q1 		$885K Buy
1,736
+212
+14% +$102K 0.21% 46
2021
Q4 		$765K Sell
1,524
-14
-0.9% -$6.34K 0.16% 48
2021
Q3 		$601K Buy
1,538
+14
+0.9% +$5.8K 0.14% 49
2021
Q2 		$610K Hold
1,524
– – 0.13% 48
2021
Q1 		$567K Hold
1,524
– – 0.14% 48
2020
Q4 		$534K Hold
1,524
– – 0.12% 50
2020
Q3 		$475K Hold
1,524
– – 0.13% 46
2020
Q2 		$450K Hold
1,524
– – 0.15% 43
2020
Q1 		$380K Sell
1,524
-25
-2% -$6.88K 0.16% 41
2019
Q4 		$455K Hold
1,549
– – 0.15% 47
2019
Q3 		$337K Buy
1,549
+25
+2% +$6.03K 0.11% 56
2019
Q2 		$372K Hold
1,524
– – 0.13% 53
2019
Q1 		$377K Buy
1,524
+500
+49% +$128K 0.13% 52
2018
Q4 		$255K Hold
1,024
– – 0.1% 74
2018
Q3 		$272K Buy
+1,024
New +$266K 0.09% 82

Other funds holding UNH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Marquette Asset Management opened a new position in UnitedHealth (UNH) in Q2 2026: 103 shares worth $42.8K. The stake represents 0.01% of the portfolio and ranks #178 among its holdings. This is a return to the name: Marquette Asset Management previously reported a position in UNH as recently as Q4 2025.

Marquette Asset Management first reported a position in UNH in Q3 2018 and has held it in 31 quarters since. The position peaked at $885K in Q1 2022. 1,307 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Marquette Asset Management held 103 shares of UnitedHealth worth $42.8K as of Q2 2026.
  • UnitedHealth was a new Marquette Asset Management position in Q2 2026.
  • UnitedHealth made up 0.01% of Marquette Asset Management's portfolio in Q2 2026, its #178 holding.
  • Marquette Asset Management first reported a position in UnitedHealth in Q3 2018 and has held it in 31 quarters since.
  • Marquette Asset Management's UnitedHealth position peaked at $885K in Q1 2022.
  • 1,307 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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