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MeadowBrook Investment Advisors’s UnitedHealth UNH Stock Holding History

MeadowBrook Investment Advisors’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 		$1.77M Sell
4,250
-179
-4% -$66.3K 1.4% 13
2026
Q1 		$1.2M Buy
4,429
+367
+9% +$109K 1.06% 25
2025
Q4 		$1.34M Sell
4,062
-85
-2% -$28.8K 1.14% 20
2025
Q3 		$1.43M Sell
4,147
-40
-1% -$12.1K 1.23% 17
2025
Q2 		$1.31M Sell
4,187
-20
-0.5% -$7.64K 1.17% 17
2025
Q1 		$2.2M Sell
4,207
-144
-3% -$73.6K 2.06% 10
2024
Q4 		$2.2M Sell
4,351
-89
-2% -$50.6K 1.95% 10
2024
Q3 		$2.6M Sell
4,440
-467
-10% -$264K 2.34% 10
2024
Q2 		$2.5M Sell
4,907
-35
-0.7% -$17.2K 2.37% 9
2024
Q1 		$2.44M Sell
4,942
-14
-0.3% -$7.12K 2.28% 10
2023
Q4 		$2.61M Buy
+4,956
New +$2.64M 2.49% 8

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MeadowBrook Investment Advisors's UNH Position: Q2 2026 in Review

MeadowBrook Investment Advisors reduced its UnitedHealth (UNH) stake by 4% in Q2 2026, selling an estimated $66.3K and leaving 4,250 shares worth $1.77M. The position accounts for 1.4% of the portfolio, ranked #13.

MeadowBrook Investment Advisors first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.61M in Q4 2023. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • MeadowBrook Investment Advisors held 4,250 shares of UnitedHealth worth $1.77M as of Q2 2026.
  • MeadowBrook Investment Advisors sold 179 UnitedHealth shares in Q2 2026, an estimated $66.3K.
  • UnitedHealth made up 1.4% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #13 holding.
  • MeadowBrook Investment Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • MeadowBrook Investment Advisors's UnitedHealth position peaked at $2.61M in Q4 2023.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.