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Menora Mivtachim Holdings’s UnitedHealth UNH Stock Holding History

Menora Mivtachim Holdings’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 		$99M Hold
238,278
– – 0.39% 72
2026
Q1 		$64.5M Sell
238,278
-171,300
-42% -$51M 0.31% 72
2025
Q4 		$135M Hold
409,578
– – 0.64% 51
2025
Q3 		$141M Buy
409,578
+185,000
+82% +$56M 0.72% 44
2025
Q2 		$70.1M Sell
224,578
-113,750
-34% -$43.5M 0.4% 62
2025
Q1 		$177M Sell
338,328
-74,168
-18% -$37.9M 1.15% 28
2024
Q4 		$209M Sell
412,496
-127,225
-24% -$72.3M 1.31% 25
2024
Q3 		$316M Sell
539,721
-137,707
-20% -$77.9M 1.99% 15
2024
Q2 		$345M Buy
677,428
+2,394
+0.4% +$1.17M 2.34% 12
2024
Q1 		$334M Buy
675,034
+42,618
+7% +$21.7M 2.51% 11
2023
Q4 		$333M Buy
632,416
+68,455
+12% +$36.5M 2.8% 9
2023
Q3 		$284M Buy
563,961
+133,820
+31% +$65.9M 2.58% 10
2023
Q2 		$207M Buy
430,141
+73,300
+21% +$35.8M 1.91% 15
2023
Q1 		$169M Buy
356,841
+233,841
+190% +$113M 1.74% 19
2022
Q4 		$65.2M Buy
+123,000
New +$65.2M 1.1% 30
2016
Q2 		– Sell
-55,700
Closed -$7.18M – 75
2016
Q1 		$7.18M Sell
55,700
-49,650
-47% -$5.87M 0.43% 44
2015
Q4 		$12.4M Sell
105,350
-296,200
-74% -$34.6M 0.79% 34
2015
Q3 		$46.6M Buy
+401,550
New +$48.1M 3.48% 11

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Menora Mivtachim Holdings's UNH Position: Q2 2026 in Review

Menora Mivtachim Holdings held its UnitedHealth (UNH) position steady in Q2 2026 at 238,278 shares worth $99M. The position accounts for 0.39% of the portfolio, ranked #72.

Menora Mivtachim Holdings first reported a position in UNH in Q3 2015 and has held it in 18 quarters since. The position peaked at $345M in Q2 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Menora Mivtachim Holdings held 238,278 shares of UnitedHealth worth $99M as of Q2 2026.
  • Menora Mivtachim Holdings left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.39% of Menora Mivtachim Holdings's portfolio in Q2 2026, its #72 holding.
  • Menora Mivtachim Holdings first reported a position in UnitedHealth in Q3 2015 and has held it in 18 quarters since.
  • Menora Mivtachim Holdings's UnitedHealth position peaked at $345M in Q2 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Menora Mivtachim Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.