Mirabella Financial Services’s UnitedHealth UNH Stock Holding History

Mirabella 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	–	Sell	-1,365	Closed	-$369K	–	1162
2026 Q1	$369K	Buy	+1,365	New	+$407K	0.04%	374
2025 Q4	–	Sell	-8,992	Closed	-$3.1M	–	789
2025 Q3	$3.1M	Buy	8,992 +2,420	+37%	+$732K	0.27%	81
2025 Q2	$2.06M	Sell	6,572 -213,546	-97%	-$81.6M	0.21%	75
2025 Q1	$116M	Buy	220,118 +192,491	+697%	+$98.4M	2.33%	10
2024 Q4	$14M	Buy	27,627 +27,224	+6,755%	+$15.5M	1.28%	15
2024 Q3	$235K	Buy	+403	New	+$228K	0.01%	146
2024 Q1	–	Sell	-2,633	Closed	-$1.39M	–	717
2023 Q4	$1.39M	Buy	+2,633	New	+$1.4M	0.19%	113
2023 Q2	–	Sell	-366,300	Closed	-$5.98M	–	669
2023 Q1	$5.98M	Buy	366,300 +365,900	+91,475%	+$177M	0.91%	34
2022 Q4	$212K	Buy	+400	New	+$212K	0.02%	315
2022 Q2	–	Sell	-3,976	Closed	-$2.03M	–	720
2022 Q1	$2.03M	Buy	+3,976	New	+$1.92M	0.23%	84
2021 Q4	–	Sell	-27,254	Closed	-$10.7M	–	607
2021 Q3	$10.7M	Buy	+27,254	New	+$11.3M	1.4%	7
2021 Q2	–	Sell	-4,865	Closed	-$1.94M	–	414
2021 Q1	$1.81M	Buy	+4,865	New	+$1.69M	0.56%	51
2020 Q4	–	Sell	-2,321	Closed	-$778K	–	489
2020 Q3	$724K	Buy	+2,321	New	+$713K	0.1%	105

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Mirabella Financial Services sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 1,365 shares — an estimated $369K sold.

Mirabella Financial Services first reported a position in UNH in Q3 2020 and held it in 13 quarters. The position peaked at $116M in Q1 2025. 1,799 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Mirabella Financial Services reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
Mirabella Financial Services sold 1,365 UnitedHealth shares in Q2 2026, an estimated $369K.
Mirabella Financial Services first reported a position in UnitedHealth in Q3 2020 and held it in 13 quarters.
Mirabella Financial Services's UnitedHealth position peaked at $116M in Q1 2025.
1,799 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.