MHR
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Matthew Hamilton Rosenberg’s UnitedHealth UNH Stock Holding History

Matthew Hamilton Rosenberg’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 		$571K Buy
1,374
+4
+0.3% +$1.48K 0.11% 97
2026
Q1 		$371K Buy
1,370
+18
+1% +$5.36K 0.08% 127
2025
Q4 		$446K Sell
1,352
-7
-0.5% -$2.37K 0.09% 97
2025
Q3 		$469K Buy
1,359
+8
+0.6% +$2.42K 0.1% 93
2025
Q2 		$422K Sell
1,351
-15
-1% -$5.73K 0.1% 96
2025
Q1 		$716K Buy
1,366
+46
+3% +$23.5K 0.18% 56
2024
Q4 		$668K Buy
1,320
+442
+50% +$251K 0.17% 59
2024
Q3 		$514K Buy
878
+31
+4% +$17.5K 0.13% 75
2024
Q2 		$419K Sell
847
-33
-4% -$16.2K 0.12% 80
2024
Q1 		$431K Buy
880
+5
+0.6% +$2.54K 0.12% 82
2023
Q4 		$461K Buy
875
+56
+7% +$29.9K 0.14% 71
2023
Q3 		$413K Hold
819
– – 0.14% 74
2023
Q2 		$394K Sell
819
-201
-20% -$98.3K 0.13% 84
2023
Q1 		$482K Buy
1,020
+10
+1% +$4.83K 0.16% 74
2022
Q4 		$536K Buy
1,010
+8
+0.8% +$4.24K 0.18% 63
2022
Q3 		$506K Buy
1,002
+22
+2% +$11.6K 0.2% 64
2022
Q2 		$507K Buy
980
+31
+3% +$15.6K 0.19% 65
2022
Q1 		$484K Buy
949
+68
+8% +$32.8K 0.17% 73
2021
Q4 		$442K Sell
881
-1
-0.1% -$453 0.16% 75
2021
Q3 		$345K Buy
882
+270
+44% +$112K 0.14% 93
2021
Q2 		$245K Buy
612
+25
+4% +$9.97K 0.13% 102
2021
Q1 		$218K Hold
587
– – 0.12% 110
2020
Q4 		$206K Hold
587
– – 0.13% 105
2020
Q3 		$183K Hold
587
– – 0.13% 99
2020
Q2 		$173K Buy
587
+104
+22% +$29.8K 0.14% 101
2020
Q1 		$121K Buy
+483
New +$133K 0.12% 99

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Matthew Hamilton Rosenberg's UNH Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its UnitedHealth (UNH) stake by 0.29% in Q2 2026, buying an estimated $1.48K and bringing the position to 1,374 shares worth $571K. The position accounts for 0.11% of the portfolio, ranked #97.

Matthew Hamilton Rosenberg first reported a position in UNH in Q1 2020 and has held it in 26 quarters since. The position peaked at $716K in Q1 2025. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Matthew Hamilton Rosenberg held 1,374 shares of UnitedHealth worth $571K as of Q2 2026.
  • Matthew Hamilton Rosenberg bought 4 UnitedHealth shares in Q2 2026, an estimated $1.48K.
  • UnitedHealth made up 0.11% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #97 holding.
  • Matthew Hamilton Rosenberg first reported a position in UnitedHealth in Q1 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's UnitedHealth position peaked at $716K in Q1 2025.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.