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Midwest Financial Partners Investments’s UnitedHealth UNH Stock Holding History

Midwest Financial Partners Investments’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 		$604K Sell
1,453
-101
-6% -$37.4K 0.25% 47
2026
Q1 		$420K Buy
1,554
+180
+13% +$53.6K 0.22% 49
2025
Q4 		$454K Buy
+1,374
New +$466K 0.25% 50

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Midwest Financial Partners Investments's UNH Position: Q2 2026 in Review

Midwest Financial Partners Investments reduced its UnitedHealth (UNH) stake by 6.5% in Q2 2026, selling an estimated $37.4K and leaving 1,453 shares worth $604K. The position accounts for 0.25% of the portfolio, ranked #47.

Midwest Financial Partners Investments first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 1,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Midwest Financial Partners Investments held 1,453 shares of UnitedHealth worth $604K as of Q2 2026.
  • Midwest Financial Partners Investments sold 101 UnitedHealth shares in Q2 2026, an estimated $37.4K.
  • UnitedHealth made up 0.25% of Midwest Financial Partners Investments's portfolio in Q2 2026, its #47 holding.
  • Midwest Financial Partners Investments first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • 1,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q2 2026, filed 15 Jul 2026.