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Meridian Financial Partners’s UnitedHealth UNH Stock Holding History

Meridian Financial Partners’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 		$223K Buy
+534
New +$198K 0.08% 112
2026
Q1 		– Sell
-700
Closed -$243K – 125
2025
Q4 		$243K Sell
700
-853
-55% -$289K 0.1% 100
2025
Q3 		$574K Sell
1,553
-1,403
-47% -$424K 0.24% 66
2025
Q2 		$922K Buy
2,956
+67
+2% +$25.6K 0.43% 52
2025
Q1 		$1.51M Sell
2,889
-2
-0.1% -$1.02K 0.77% 27
2024
Q4 		$1.46M Sell
2,891
-11
-0.4% -$6.25K 0.77% 31
2024
Q3 		$1.7M Buy
2,902
+54
+2% +$30.5K 0.86% 26
2024
Q2 		$1.61M Buy
2,848
+127
+5% +$62.2K 0.95% 26
2024
Q1 		$1.28M Buy
2,721
+57
+2% +$29K 1.64% 17
2023
Q4 		$1.38M Sell
2,664
-3
-0.1% -$1.6K 1.41% 17
2023
Q3 		$1.42M Buy
2,667
+56
+2% +$27.6K 1.45% 14
2023
Q2 		$1.32M Buy
2,611
+153
+6% +$74.8K 0.79% 29
2023
Q1 		$1.24M Buy
2,458
+25
+1% +$12.1K 1.41% 17
2022
Q4 		$1.18M Buy
2,433
+13
+0.5% +$6.89K 1.32% 20
2022
Q3 		$1.24M Sell
2,420
-31
-1% -$16.3K 1.76% 15
2022
Q2 		$1.31M Buy
2,451
+88
+4% +$44.2K 0.89% 28
2022
Q1 		$1.21M Buy
2,363
+42
+2% +$20.3K 1.8% 16
2021
Q4 		$1.07M Buy
2,321
+150
+7% +$67.9K 0.73% 35
2021
Q3 		$876K Buy
2,171
+40
+2% +$16.6K 0.59% 37
2021
Q2 		$880K Buy
2,131
+49
+2% +$19.5K 0.6% 38
2021
Q1 		$826K Buy
2,082
+86
+4% +$29.8K 0.62% 35
2020
Q4 		$700K Buy
1,996
+45
+2% +$15.1K 0.54% 37
2020
Q3 		$630K Buy
1,951
+46
+2% +$14.1K 0.53% 36
2020
Q2 		$588K Buy
1,905
+52
+3% +$14.9K 0.53% 39
2020
Q1 		$538K Buy
1,853
+72
+4% +$19.8K 0.58% 34
2019
Q4 		$527K Buy
1,781
+19
+1% +$4.97K 0.53% 36
2019
Q3 		$382K Buy
1,762
+129
+8% +$31.1K 0.43% 42
2019
Q2 		$403K Buy
1,633
+43
+3% +$10.3K 0.45% 42
2019
Q1 		$345K Buy
1,590
+161
+11% +$41.1K 0.39% 41
2018
Q4 		$356K Buy
+1,429
New +$377K 0.48% 38

Other funds holding UNH

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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Meridian Financial Partners's UNH Position: Q2 2026 in Review

Meridian Financial Partners opened a new position in UnitedHealth (UNH) in Q2 2026: 534 shares worth $223K. The stake represents 0.08% of the portfolio and ranks #112 among its holdings. This is a return to the name: Meridian Financial Partners previously reported a position in UNH as recently as Q4 2025.

Meridian Financial Partners first reported a position in UNH in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.7M in Q3 2024. 1,635 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Meridian Financial Partners held 534 shares of UnitedHealth worth $223K as of Q2 2026.
  • UnitedHealth was a new Meridian Financial Partners position in Q2 2026.
  • UnitedHealth made up 0.08% of Meridian Financial Partners's portfolio in Q2 2026, its #112 holding.
  • Meridian Financial Partners first reported a position in UnitedHealth in Q4 2018 and has held it in 30 quarters since.
  • Meridian Financial Partners's UnitedHealth position peaked at $1.7M in Q3 2024.
  • 1,635 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.