MAM
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Milestone Asset Management’s UnitedHealth UNH Stock Holding History

Milestone Asset 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 		$4.53M Buy
10,910
+1,782
+20% +$660K 0.71% 41
2026
Q1 		$2.47M Buy
9,128
+819
+10% +$244K 0.46% 65
2025
Q4 		$2.74M Buy
8,309
+1,449
+21% +$491K 0.52% 45
2025
Q3 		$2.37M Buy
+6,860
New +$2.07M 0.45% 43
2025
Q2 		– Sell
-692
Closed -$363K – 245
2025
Q1 		$363K Buy
692
+24
+4% +$12.3K 0.08% 173
2024
Q4 		$338K Sell
668
-13
-2% -$7.39K 0.07% 192
2024
Q3 		$398K Sell
681
-8,742
-93% -$4.94M 0.09% 155
2024
Q2 		$4.8M Sell
9,423
-3,737
-28% -$1.83M 1.2% 15
2024
Q1 		$6.51M Buy
13,160
+12,442
+1,733% +$6.33M 1.86% 9
2023
Q4 		$378K Buy
718
+202
+39% +$108K 0.12% 49
2023
Q3 		$266K Buy
516
+77
+18% +$37.9K 0.09% 65
2023
Q2 		$211K Sell
439
-8
-2% -$3.91K 0.09% 61
2023
Q1 		$211K Sell
447
-9
-2% -$4.34K 0.12% 69
2022
Q4 		$222K Buy
+456
New +$242K 0.13% 65

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Milestone Asset Management's UNH Position: Q2 2026 in Review

Milestone Asset Management increased its UnitedHealth (UNH) stake by 20% in Q2 2026, buying an estimated $660K and bringing the position to 10,910 shares worth $4.53M. The position accounts for 0.71% of the portfolio, ranked #41.

Milestone Asset Management first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.51M in Q1 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Milestone Asset Management held 10,910 shares of UnitedHealth worth $4.53M as of Q2 2026.
  • Milestone Asset Management bought 1,782 UnitedHealth shares in Q2 2026, an estimated $660K.
  • UnitedHealth made up 0.71% of Milestone Asset Management's portfolio in Q2 2026, its #41 holding.
  • Milestone Asset Management first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
  • Milestone Asset Management's UnitedHealth position peaked at $6.51M in Q1 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.