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MBM Wealth Consultants’s UnitedHealth UNH Stock Holding History

MBM Wealth Consultants’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 		$2M Sell
4,820
-53
-1% -$19.6K 0.39% 39
2026
Q1 		$1.32M Buy
4,873
+92
+2% +$27.4K 0.3% 49
2025
Q4 		$1.58M Buy
4,781
+505
+12% +$171K 0.38% 43
2025
Q3 		$1.48M Buy
4,276
+1,227
+40% +$371K 0.37% 44
2025
Q2 		$951K Buy
3,049
+123
+4% +$47K 0.25% 53
2025
Q1 		$1.53M Buy
2,926
+54
+2% +$27.6K 0.45% 35
2024
Q4 		$1.45M Buy
2,872
+60
+2% +$34.1K 0.43% 35
2024
Q3 		$1.64M Buy
2,812
+126
+5% +$71.3K 0.52% 29
2024
Q2 		$1.32M Buy
2,686
+281
+12% +$138K 0.45% 34
2024
Q1 		$1.19M Buy
2,405
+120
+5% +$61K 0.42% 35
2023
Q4 		$1.15M Buy
2,285
+139
+6% +$74.1K 0.43% 32
2023
Q3 		$1.16M Buy
2,146
+201
+10% +$98.9K 0.5% 26
2023
Q2 		$879K Buy
1,945
+228
+13% +$111K 0.38% 39
2023
Q1 		$869K Hold
1,717
– – 0.35% 31
2022
Q4 		$891K Sell
1,717
-27
-2% -$14.3K 0.41% 27
2022
Q3 		$899K Buy
1,744
+182
+12% +$95.7K 0.43% 24
2022
Q2 		$802K Sell
1,562
-195
-11% -$97.9K 0.39% 29
2022
Q1 		$896K Buy
1,757
+51
+3% +$24.6K 0.37% 35
2021
Q4 		$857K Buy
1,706
+9
+0.5% +$4.07K 0.36% 36
2021
Q3 		$663K Buy
1,697
+28
+2% +$11.6K 0.3% 45
2021
Q2 		$669K Buy
1,669
+65
+4% +$25.9K 0.31% 42
2021
Q1 		$597K Sell
1,604
-105
-6% -$36.4K 0.3% 43
2020
Q4 		$600K Sell
1,709
-113
-6% -$37.9K 0.33% 41
2020
Q3 		$568K Buy
1,822
+53
+3% +$16.3K 0.36% 36
2020
Q2 		$522K Sell
1,769
-701
-28% -$201K 0.37% 37
2020
Q1 		$616K Buy
2,470
+89
+4% +$24.5K 0.51% 34
2019
Q4 		$699K Sell
2,381
-101
-4% -$26.4K 0.52% 36
2019
Q3 		$539K Buy
2,482
+27
+1% +$6.51K 0.42% 51
2019
Q2 		$603K Buy
2,455
+53
+2% +$12.7K 0.5% 44
2019
Q1 		$594K Buy
2,402
+9
+0.4% +$2.29K 0.52% 45
2018
Q4 		$596K Buy
+2,393
New +$632K 0.58% 43

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MBM Wealth Consultants's UNH Position: Q2 2026 in Review

MBM Wealth Consultants reduced its UnitedHealth (UNH) stake by 1.1% in Q2 2026, selling an estimated $19.6K and leaving 4,820 shares worth $2M. The position accounts for 0.39% of the portfolio, ranked #39.

MBM Wealth Consultants first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. 1,496 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • MBM Wealth Consultants held 4,820 shares of UnitedHealth worth $2M as of Q2 2026.
  • MBM Wealth Consultants sold 53 UnitedHealth shares in Q2 2026, an estimated $19.6K.
  • UnitedHealth made up 0.39% of MBM Wealth Consultants's portfolio in Q2 2026, its #39 holding.
  • MBM Wealth Consultants first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
  • 1,496 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.