MFG
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Merit Financial Group’s UnitedHealth UNH Stock Holding History

Merit Financial Group’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 		$13.1M Buy
31,551
+5,787
+22% +$2.14M 0.08% 212
2026
Q1 		$6.97M Sell
25,764
-7,443
-22% -$2.22M 0.05% 312
2025
Q4 		$11M Buy
33,207
+7,483
+29% +$2.54M 0.09% 187
2025
Q3 		$8.88M Sell
25,724
-201
-0.8% -$60.8K 0.08% 189
2025
Q2 		$8.09M Buy
25,925
+5,352
+26% +$2.05M 0.09% 175
2025
Q1 		$10.8M Buy
20,573
+5,784
+39% +$2.96M 0.16% 106
2024
Q4 		$7.48M Buy
14,789
+6,202
+72% +$3.52M 0.13% 138
2024
Q3 		$5.02M Sell
8,587
-3,825
-31% -$2.16M 0.11% 144
2024
Q2 		$6.32M Buy
12,412
+607
+5% +$298K 0.14% 118
2024
Q1 		$5.81M Buy
11,805
+2,727
+30% +$1.39M 0.14% 122
2023
Q4 		$4.78M Sell
9,078
-1,240
-12% -$661K 0.15% 102
2023
Q3 		$5.2M Buy
10,318
+2,065
+25% +$1.02M 0.17% 95
2023
Q2 		$3.97M Buy
8,253
+1,664
+25% +$814K 0.13% 121
2023
Q1 		$3.11M Sell
6,589
-313
-5% -$151K 0.11% 137
2022
Q4 		$3.66M Buy
6,902
+1,377
+25% +$729K 0.13% 121
2022
Q3 		$2.79M Sell
5,525
-2,193
-28% -$1.15M 0.12% 118
2022
Q2 		$3.96M Buy
7,718
+6,010
+352% +$3.02M 0.12% 106
2022
Q1 		$871K Buy
1,708
+428
+33% +$206K 0.05% 164
2021
Q4 		$643K Sell
1,280
-119
-9% -$53.9K 0.06% 147
2021
Q3 		$547K Buy
1,399
+130
+10% +$53.8K 0.06% 149
2021
Q2 		$508K Sell
1,269
-43
-3% -$17.1K 0.05% 157
2021
Q1 		$488K Sell
1,312
-115
-8% -$39.8K 0.05% 153
2020
Q4 		$500K Buy
1,427
+257
+22% +$86.1K 0.05% 139
2020
Q3 		$365K Buy
1,170
+150
+15% +$46.1K 0.03% 169
2020
Q2 		$301K Sell
1,020
-30
-3% -$8.6K 0.03% 164
2020
Q1 		$262K Sell
1,050
-10
-0.9% -$2.75K 0.03% 177
2019
Q4 		$312K Buy
+1,060
New +$277K 0.03% 182

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

Merit Financial Group's UNH Position: Q2 2026 in Review

Merit Financial Group increased its UnitedHealth (UNH) stake by 22% in Q2 2026, buying an estimated $2.14M and bringing the position to 31,551 shares worth $13.1M. The position accounts for 0.08% of the portfolio, ranked #212.

Merit Financial Group first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. 940 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Merit Financial Group held 31,551 shares of UnitedHealth worth $13.1M as of Q2 2026.
  • Merit Financial Group bought 5,787 UnitedHealth shares in Q2 2026, an estimated $2.14M.
  • UnitedHealth made up 0.08% of Merit Financial Group's portfolio in Q2 2026, its #212 holding.
  • Merit Financial Group first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • 940 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.