Members Wealth’s UnitedHealth UNH Stock Holding History

Members 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	$451K	Buy	1,085 +10	+0.9%	+$3.71K	0.25%	68
2026 Q1	$380K	Sell	1,075 -37	-3%	-$11K	0.23%	72
2025 Q4	$391K	Sell	1,112 -958	-46%	-$325K	0.24%	71
2025 Q3	$721K	Buy	+2,070	New	+$626K	0.46%	45
2025 Q1	$1.13M	Sell	2,149 -122	-5%	-$62.4K	0.85%	28
2024 Q4	$1.2M	Buy	+2,271	New	+$1.29M	0.89%	29
2024 Q2	$672K	Buy	+2,185	New	+$1.07M	0.45%	47

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Members Wealth's UNH Position: Q2 2026 in Review

Members Wealth increased its UnitedHealth (UNH) stake by 0.93% in Q2 2026, buying an estimated $3.71K and bringing the position to 1,085 shares worth $451K. The position accounts for 0.25% of the portfolio, ranked #68.

Members Wealth first reported a position in UNH in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.2M in Q4 2024. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Members Wealth held 1,085 shares of UnitedHealth worth $451K as of Q2 2026.
Members Wealth bought 10 UnitedHealth shares in Q2 2026, an estimated $3.71K.
UnitedHealth made up 0.25% of Members Wealth's portfolio in Q2 2026, its #68 holding.
Members Wealth first reported a position in UnitedHealth in Q2 2024 and has held it in 7 quarters since.
Members Wealth's UnitedHealth position peaked at $1.2M in Q4 2024.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.