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Miller Financial Services’s UnitedHealth UNH Stock Holding History

Miller Financial Services’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 		$387K Sell
931
-10
-1% -$3.71K 0.31% 86
2026
Q1 		$255K Sell
941
-39
-4% -$11.6K 0.28% 97
2025
Q4 		$324K Sell
980
-125
-11% -$42.4K 0.38% 74
2025
Q3 		$382K Sell
1,105
-73
-6% -$22.1K 0.44% 65
2025
Q2 		$367K Buy
+1,178
New +$450K 0.47% 65

Other funds holding UNH

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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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

Miller Financial Services's UNH Position: Q2 2026 in Review

Miller Financial Services reduced its UnitedHealth (UNH) stake by 1.1% in Q2 2026, selling an estimated $3.71K and leaving 931 shares worth $387K. The position accounts for 0.31% of the portfolio, ranked #86.

Miller Financial Services first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. 1,289 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Miller Financial Services held 931 shares of UnitedHealth worth $387K as of Q2 2026.
  • Miller Financial Services sold 10 UnitedHealth shares in Q2 2026, an estimated $3.71K.
  • UnitedHealth made up 0.31% of Miller Financial Services's portfolio in Q2 2026, its #86 holding.
  • Miller Financial Services first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
  • 1,289 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.