Matrix Trust Company’s UnitedHealth UNH Stock Holding History

Matrix Trust Company’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	$61K	Buy	146 +29	+25%	+$10.7K	0.01%	85
2026 Q1	$32K	Buy	+117	New	+$34.8K	0.01%	92
2025 Q4	–	Sell	-5,544	Closed	-$1.91M	–	281
2025 Q3	$1.91M	Sell	5,544 -393	-7%	-$119K	0.3%	46
2025 Q2	$1.85M	Buy	5,937 +2,246	+61%	+$858K	0.29%	49
2025 Q1	$1.93M	Buy	3,691 +57	+2%	+$29.1K	0.33%	42
2024 Q4	$1.84M	Buy	3,634 +225	+7%	+$128K	0.32%	41
2024 Q3	$1.99M	Buy	3,409 +57	+2%	+$32.2K	0.37%	35
2024 Q2	$1.71M	Buy	3,352 +181	+6%	+$88.7K	0.39%	35
2024 Q1	$1.57M	Sell	3,171 -71	-2%	-$36.1K	0.35%	38
2023 Q4	$1.71M	Buy	+3,242	New	+$1.73M	0.4%	31

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

Matrix Trust Company's UNH Position: Q2 2026 in Review

Matrix Trust Company increased its UnitedHealth (UNH) stake by 25% in Q2 2026, buying an estimated $10.7K and bringing the position to 146 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #85.

Matrix Trust Company first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.99M in Q3 2024. 1,652 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Matrix Trust Company held 146 shares of UnitedHealth worth $61K as of Q2 2026.
Matrix Trust Company bought 29 UnitedHealth shares in Q2 2026, an estimated $10.7K.
UnitedHealth made up 0.01% of Matrix Trust Company's portfolio in Q2 2026, its #85 holding.
Matrix Trust Company first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Matrix Trust Company's UnitedHealth position peaked at $1.99M in Q3 2024.
1,652 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Matrix Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.