MPWT
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MassMutual Private Wealth & Trust’s UnitedHealth UNH Stock Holding History

MassMutual Private Wealth & Trust’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 		$2.04M Buy
4,901
+275
+6% +$102K 0.05% 194
2026
Q1 		$1.25M Sell
4,626
-1,721
-27% -$513K 0.03% 226
2025
Q4 		$2.1M Sell
6,347
-3,145
-33% -$1.07M 0.05% 193
2025
Q3 		$3.28M Sell
9,492
-4,395
-32% -$1.33M 0.08% 167
2025
Q2 		$4.33M Sell
13,887
-17,655
-56% -$6.75M 0.12% 145
2025
Q1 		$16.5M Sell
31,542
-19,015
-38% -$9.72M 0.48% 56
2024
Q4 		$25.6M Buy
50,557
+1,233
+2% +$701K 0.72% 37
2024
Q3 		$28.8M Buy
49,324
+793
+2% +$449K 0.82% 32
2024
Q2 		$24.7M Buy
48,531
+282
+0.6% +$138K 0.75% 36
2024
Q1 		$23.9M Sell
48,249
-2,446
-5% -$1.24M 0.74% 36
2023
Q4 		$26.7M Buy
50,695
+46
+0.1% +$24.5K 0.9% 28
2023
Q3 		$25.5M Buy
50,649
+55
+0.1% +$27.1K 0.94% 28
2023
Q2 		$24.3M Buy
50,594
+122
+0.2% +$59.7K 0.87% 29
2023
Q1 		$23.9M Buy
50,472
+64
+0.1% +$30.9K 0.91% 26
2022
Q4 		$26.7M Buy
50,408
+138
+0.3% +$73.1K 1.1% 22
2022
Q3 		$25.4M Buy
50,270
+418
+0.8% +$220K 1.15% 21
2022
Q2 		$25.6M Buy
49,852
+177
+0.4% +$88.9K 1.11% 22
2022
Q1 		$25.3M Buy
49,675
+238
+0.5% +$115K 0.96% 27
2021
Q4 		$24.8M Sell
49,437
-662
-1% -$300K 0.92% 31
2021
Q3 		$19.6M Buy
50,099
+1,299
+3% +$538K 0.81% 36
2021
Q2 		$19.5M Buy
48,800
+1,237
+3% +$493K 0.83% 35
2021
Q1 		$17.7M Buy
47,563
+2,706
+6% +$938K 0.83% 32
2020
Q4 		$15.7M Buy
44,857
+1,095
+3% +$367K 0.81% 30
2020
Q3 		$13.6M Sell
43,762
-419
-0.9% -$129K 0.8% 30
2020
Q2 		$13M Buy
44,181
+8,966
+25% +$2.57M 0.84% 29
2020
Q1 		$8.78M Buy
35,215
+10,540
+43% +$2.9M 0.7% 36
2019
Q4 		$7.25M Buy
24,675
+139
+0.6% +$36.4K 0.45% 55
2019
Q3 		$5.33M Buy
24,536
+10,863
+79% +$2.62M 0.36% 74
2019
Q2 		$3.34M Buy
13,673
+467
+4% +$112K 0.23% 117
2019
Q1 		$3.27M Buy
13,206
+714
+6% +$182K 0.24% 116
2018
Q4 		$3.11M Buy
12,492
+1,147
+10% +$303K 0.27% 98
2018
Q3 		$3.02M Buy
11,345
+76
+0.7% +$19.8K 0.22% 112
2018
Q2 		$2.76M Buy
11,269
+70
+0.6% +$16.8K 0.22% 111
2018
Q1 		$2.4M Sell
11,199
-525
-4% -$120K 0.2% 119
2017
Q4 		$2.58M Buy
11,724
+345
+3% +$73.1K 0.21% 118
2017
Q3 		$2.23M Sell
11,379
-264
-2% -$51K 0.18% 132
2017
Q2 		$2.16M Sell
11,643
-944
-7% -$166K 0.19% 135
2017
Q1 		$2.06M Buy
12,587
+11,713
+1,340% +$1.92M 0.19% 137
2016
Q4 		$140K Buy
+874
New +$131K 0.02% 292
2016
Q2 		$94.3K Buy
668
+20
+3% +$2.67K 0.01% 365
2016
Q1 		$83.5K Sell
648
-331
-34% -$39.2K 0.01% 343
2015
Q4 		$115K Buy
979
+731
+295% +$85.4K 0.02% 318
2015
Q3 		$21.4K Buy
+248
New +$29.7K ﹤0.01% 446
2015
Q2 		– Sell
-729
Closed -$86.2K – 818
2015
Q1 		$86.2K Sell
729
-150
-17% -$16.7K 0.01% 338
2014
Q4 		$88.9K Buy
879
+631
+254% +$59.8K 0.03% 223
2014
Q3 		$21.4K Buy
+248
New +$21K ﹤0.01% 442

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

MassMutual Private Wealth & Trust's UNH Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its UnitedHealth (UNH) stake by 5.9% in Q2 2026, buying an estimated $102K and bringing the position to 4,901 shares worth $2.04M. The position accounts for 0.05% of the portfolio, ranked #194.

MassMutual Private Wealth & Trust first reported a position in UNH in Q3 2014 and has held it in 46 quarters since. The position peaked at $28.8M in Q3 2024. 1,635 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • MassMutual Private Wealth & Trust held 4,901 shares of UnitedHealth worth $2.04M as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 275 UnitedHealth shares in Q2 2026, an estimated $102K.
  • UnitedHealth made up 0.05% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #194 holding.
  • MassMutual Private Wealth & Trust first reported a position in UnitedHealth in Q3 2014 and has held it in 46 quarters since.
  • MassMutual Private Wealth & Trust's UnitedHealth position peaked at $28.8M in Q3 2024.
  • 1,635 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.