MMM
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Mendel Money Management’s UnitedHealth UNH Stock Holding History

Mendel Money Management’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 		$1.49M Sell
3,581
-946
-21% -$351K 0.54% 58
2026
Q1 		$1.22M Sell
4,527
-245
-5% -$73K 0.51% 62
2025
Q4 		$1.58M Sell
4,772
-397
-8% -$135K 0.66% 47
2025
Q3 		$1.78M Buy
5,169
+64
+1% +$19.4K 0.75% 38
2025
Q2 		$1.59M Buy
5,105
+1,881
+58% +$719K 0.71% 41
2025
Q1 		$1.69M Buy
3,224
+13
+0.4% +$6.65K 0.8% 41
2024
Q4 		$1.62M Buy
3,211
+131
+4% +$74.4K 0.73% 41
2024
Q3 		$1.8M Sell
3,080
-113
-4% -$63.9K 0.78% 40
2024
Q2 		$1.63M Buy
3,193
+319
+11% +$156K 0.76% 41
2024
Q1 		$1.42M Buy
2,874
+733
+34% +$373K 0.66% 44
2023
Q4 		$1.13M Buy
2,141
+32
+2% +$17.1K 0.54% 48
2023
Q3 		$1.06M Sell
2,109
-109
-5% -$53.6K 0.57% 47
2023
Q2 		$1.07M Buy
2,218
+117
+6% +$57.2K 0.55% 47
2023
Q1 		$993K Buy
2,101
+778
+59% +$375K 0.53% 44
2022
Q4 		$701K Buy
1,323
+125
+10% +$66.2K 0.4% 56
2022
Q3 		$605K Buy
1,198
+310
+35% +$163K 0.38% 55
2022
Q2 		$456K Sell
888
-300
-25% -$151K 0.27% 67
2022
Q1 		$606K Buy
+1,188
New +$573K 0.3% 67

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 22.94% 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

Mendel Money Management's UNH Position: Q2 2026 in Review

Mendel Money Management reduced its UnitedHealth (UNH) stake by 21% in Q2 2026, selling an estimated $351K and leaving 3,581 shares worth $1.49M. The position accounts for 0.54% of the portfolio, ranked #58.

Mendel Money Management first reported a position in UNH in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.8M in Q3 2024. 1,846 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Mendel Money Management held 3,581 shares of UnitedHealth worth $1.49M as of Q2 2026.
  • Mendel Money Management sold 946 UnitedHealth shares in Q2 2026, an estimated $351K.
  • UnitedHealth made up 0.54% of Mendel Money Management's portfolio in Q2 2026, its #58 holding.
  • Mendel Money Management first reported a position in UnitedHealth in Q1 2022 and has held it in 18 quarters since.
  • Mendel Money Management's UnitedHealth position peaked at $1.8M in Q3 2024.
  • 1,846 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Mendel Money Management's 13F filing for Q2 2026, filed 30 Jul 2026.