Mattson Financial Services’s UnitedHealth UNH Stock Holding History

Mattson Financial Services’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	$5.33M	Sell	12,583 -1,360	-10%	-$504K	1.12%	18
2026 Q1	$3.77M	Buy	13,943 +1,034	+8%	+$308K	0.9%	29
2025 Q4	$4.26M	Sell	12,909 -267	-2%	-$90.5K	1%	28
2025 Q3	$4.55M	Buy	13,176 +1,306	+11%	+$395K	1.09%	22
2025 Q2	$3.7M	Buy	11,870 +1,467	+14%	+$561K	1%	26
2025 Q1	$5.45M	Buy	10,403 +1,371	+15%	+$701K	1.64%	10
2024 Q4	$5.28M	Sell	9,032 -656	-7%	-$373K	1.68%	14
2024 Q3	$4.93M	Sell	9,688 -70	-0.7%	-$39.6K	1.77%	8
2024 Q2	$4.97M	Buy	+9,758	New	+$4.78M	1.77%	8

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Mattson Financial Services's UNH Position: Q2 2026 in Review

Mattson Financial Services reduced its UnitedHealth (UNH) stake by 9.8% in Q2 2026, selling an estimated $504K and leaving 12,583 shares worth $5.33M. The position accounts for 1.12% of the portfolio, ranked #18.

Mattson Financial Services first reported a position in UNH in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.45M in Q1 2025. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Mattson Financial Services held 12,583 shares of UnitedHealth worth $5.33M as of Q2 2026.
Mattson Financial Services sold 1,360 UnitedHealth shares in Q2 2026, an estimated $504K.
UnitedHealth made up 1.12% of Mattson Financial Services's portfolio in Q2 2026, its #18 holding.
Mattson Financial Services first reported a position in UnitedHealth in Q2 2024 and has held it in 9 quarters since.
Mattson Financial Services's UnitedHealth position peaked at $5.45M in Q1 2025.
1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.