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McAdam LLC’s UnitedHealth UNH Stock Holding History

McAdam LLC’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 		$1.16M Buy
2,782
+700
+34% +$259K 0.04% 158
2026
Q1 		$563K Buy
2,082
+374
+22% +$111K 0.03% 226
2025
Q4 		$564K Buy
1,708
+287
+20% +$97.3K 0.03% 218
2025
Q3 		$490K Buy
1,421
+286
+25% +$86.5K 0.02% 220
2025
Q2 		$354K Buy
1,135
+128
+13% +$48.9K 0.02% 257
2025
Q1 		$528K Buy
1,007
+27
+3% +$13.8K 0.03% 187
2024
Q4 		$496K Buy
980
+221
+29% +$126K 0.03% 206
2024
Q3 		$444K Buy
759
+154
+25% +$87.1K 0.02% 207
2024
Q2 		$308K Buy
605
+102
+20% +$50K 0.02% 234
2024
Q1 		$249K Buy
+503
New +$256K 0.02% 255
2023
Q4 		– Sell
-403
Closed -$203K – 289
2023
Q3 		$203K Buy
+403
New +$198K 0.02% 246

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

McAdam LLC's UNH Position: Q2 2026 in Review

McAdam LLC increased its UnitedHealth (UNH) stake by 34% in Q2 2026, buying an estimated $259K and bringing the position to 2,782 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #158.

McAdam LLC first reported a position in UNH in Q3 2023 and has held it in 11 quarters since. 1,867 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • McAdam LLC held 2,782 shares of UnitedHealth worth $1.16M as of Q2 2026.
  • McAdam LLC bought 700 UnitedHealth shares in Q2 2026, an estimated $259K.
  • UnitedHealth made up 0.04% of McAdam LLC's portfolio in Q2 2026, its #158 holding.
  • McAdam LLC first reported a position in UnitedHealth in Q3 2023 and has held it in 11 quarters since.
  • 1,867 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.