MB, Levis & Associates’s UnitedHealth UNH Stock Holding History

MB, Levis & Associates’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	$126K	Hold	302	–	–	0.05%	78
2026 Q1	$81.6K	Sell	302 -18	-6%	-$5.36K	0.03%	89
2025 Q4	$106K	Buy	320 +1	+0.3%	+$339	0.04%	76
2025 Q3	$110K	Sell	319 -150	-32%	-$45.4K	0.05%	76
2025 Q2	$146K	Buy	469 +1	+0.2%	+$382	0.06%	75
2025 Q1	$245K	Buy	468 +1	+0.2%	+$511	0.11%	64
2024 Q4	$236K	Sell	467 -20	-4%	-$11.4K	0.12%	62
2024 Q3	$284K	Buy	487 +1	+0.2%	+$566	0.14%	57
2024 Q2	$248K	Buy	486 +51	+12%	+$25K	0.13%	58
2024 Q1	$215K	Hold	435	–	–	0.12%	60
2023 Q4	$229K	Hold	435	–	–	0.13%	54
2023 Q3	$219K	Sell	435 -8	-2%	-$3.94K	0.14%	58
2023 Q2	$213K	Hold	443	–	–	0.14%	60
2023 Q1	$209K	Buy	443 +151	+52%	+$72.9K	0.15%	58
2022 Q4	$155K	Buy	+292	New	+$155K	0.12%	56

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

MB, Levis & Associates's UNH Position: Q2 2026 in Review

MB, Levis & Associates held its UnitedHealth (UNH) position steady in Q2 2026 at 302 shares worth $126K. The position accounts for 0.05% of the portfolio, ranked #78.

MB, Levis & Associates first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $284K in Q3 2024. 1,686 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

MB, Levis & Associates held 302 shares of UnitedHealth worth $126K as of Q2 2026.
MB, Levis & Associates left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.05% of MB, Levis & Associates's portfolio in Q2 2026, its #78 holding.
MB, Levis & Associates first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
MB, Levis & Associates's UnitedHealth position peaked at $284K in Q3 2024.
1,686 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.