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
Q3 		$531K Buy
1,446
+72
+5% +$29K 0.1% 105
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Matthew Hamilton Rosenberg's UNH Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its UnitedHealth (UNH) stake by 5.2% in Q3 2026, buying an estimated $29K and bringing the position to 1,446 shares worth $531K. The position accounts for 0.1% of the portfolio, ranked #105.

Matthew Hamilton Rosenberg first reported a position in UNH in Q1 2020 and has held it in 27 quarters since. The position peaked at $716K in Q1 2025. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Matthew Hamilton Rosenberg held 1,446 shares of UnitedHealth worth $531K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 72 UnitedHealth shares in Q3 2026, an estimated $29K.
  • UnitedHealth made up 0.1% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #105 holding.
  • Matthew Hamilton Rosenberg first reported a position in UnitedHealth in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's UnitedHealth position peaked at $716K in Q1 2025.
  • 169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.