MW
UNH icon

MBL Wealth’s UnitedHealth UNH Stock Holding History

MBL Wealth’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 		$1.12M Buy
2,688
+730
+37% +$271K 0.08% 122
2026
Q1 		$530K Sell
1,958
-2
-0.1% -$596 0.04% 192
2025
Q4 		$647K Buy
1,960
+127
+7% +$43K 0.05% 162
2025
Q3 		$633K Sell
1,833
-1,327
-42% -$401K 0.06% 138
2025
Q2 		$986K Buy
3,160
+1,028
+48% +$393K 0.09% 103
2025
Q1 		$1.12M Sell
2,132
-143
-6% -$73.1K 0.11% 87
2024
Q4 		$1.15M Sell
2,275
-92
-4% -$52.3K 0.12% 88
2024
Q3 		$1.38M Buy
2,367
+8
+0.3% +$4.53K 0.15% 76
2024
Q2 		$1.2M Sell
2,359
-169
-7% -$82.8K 0.13% 79
2024
Q1 		$1.25M Sell
2,528
-337
-12% -$171K 0.14% 74
2023
Q4 		$1.51M Buy
2,865
+182
+7% +$97.1K 0.19% 61
2023
Q3 		$1.35M Sell
2,683
-39
-1% -$19.2K 0.19% 59
2023
Q2 		$1.31M Sell
2,722
-6
-0.2% -$2.93K 0.18% 59
2023
Q1 		$1.29M Buy
2,728
+128
+5% +$61.8K 0.2% 57
2022
Q4 		$1.38M Sell
2,600
-2
-0.1% -$1.06K 0.26% 57
2022
Q3 		$1.31M Buy
2,602
+248
+11% +$130K 0.28% 58
2022
Q2 		$1.21M Buy
2,354
+3
+0.1% +$1.51K 0.3% 58
2022
Q1 		$1.2M Buy
+2,351
New +$1.13M 0.29% 57
2021
Q1 		$682K Buy
1,832
+240
+15% +$83.2K 0.24% 67
2020
Q4 		$558K Buy
+1,592
New +$534K 0.22% 67

Other funds holding UNH

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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

MBL Wealth's UNH Position: Q2 2026 in Review

MBL Wealth increased its UnitedHealth (UNH) stake by 37% in Q2 2026, buying an estimated $271K and bringing the position to 2,688 shares worth $1.12M. The position accounts for 0.08% of the portfolio, ranked #122.

MBL Wealth first reported a position in UNH in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.51M in Q4 2023. 1,635 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • MBL Wealth held 2,688 shares of UnitedHealth worth $1.12M as of Q2 2026.
  • MBL Wealth bought 730 UnitedHealth shares in Q2 2026, an estimated $271K.
  • UnitedHealth made up 0.08% of MBL Wealth's portfolio in Q2 2026, its #122 holding.
  • MBL Wealth first reported a position in UnitedHealth in Q4 2020 and has held it in 20 quarters since.
  • MBL Wealth's UnitedHealth position peaked at $1.51M in Q4 2023.
  • 1,635 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.