Mesirow Financial Investment Management’s UnitedHealth UNH Stock Holding History

Mesirow Financial Investment 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	$30.1M	Sell	72,504 -67	-0.1%	-$24.8K	0.47%	51
2026 Q1	$19.6M	Buy	72,571 +15,853	+28%	+$4.72M	0.32%	74
2025 Q4	$18.7M	Sell	56,718 -1,735	-3%	-$588K	0.38%	68
2025 Q3	$20.2M	Buy	58,453 +307	+0.5%	+$92.8K	0.36%	74
2025 Q2	$18.1M	Buy	58,146 +8,966	+18%	+$3.43M	0.35%	73
2025 Q1	$25.8M	Buy	49,180 +19	+0%	+$9.71K	0.5%	49
2024 Q4	$24.9M	Buy	49,161 +1,097	+2%	+$623K	0.49%	49
2024 Q3	$28.1M	Buy	48,064 +629	+1%	+$356K	0.54%	48
2024 Q2	$24.2M	Sell	47,435 -1,191	-2%	-$584K	0.54%	48
2024 Q1	$24.1M	Buy	48,626 +817	+2%	+$415K	0.55%	49
2023 Q4	$2.55M	Buy	+47,809	New	+$25.5M	0.09%	135

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Citigroup New York $303B AUM 53.02% 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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

PAM

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

Mesirow Financial Investment Management's UNH Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its UnitedHealth (UNH) stake by 0.09% in Q2 2026, selling an estimated $24.8K and leaving 72,504 shares worth $30.1M. The position accounts for 0.47% of the portfolio, ranked #51.

Mesirow Financial Investment Management first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. 1,674 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Mesirow Financial Investment Management held 72,504 shares of UnitedHealth worth $30.1M as of Q2 2026.
Mesirow Financial Investment Management sold 67 UnitedHealth shares in Q2 2026, an estimated $24.8K.
UnitedHealth made up 0.47% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #51 holding.
Mesirow Financial Investment Management first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
1,674 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.