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MJT & Associates Financial Advisory’s UnitedHealth UNH Stock Holding History

MJT & Associates Financial Advisory’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 		$135K Hold
325
– – 0.09% 57
2026
Q1 		$87.9K Hold
325
– – 0.06% 65
2025
Q4 		$107K Hold
325
– – 0.08% 61
2025
Q3 		$112K Buy
325
+75
+30% +$22.7K 0.09% 58
2025
Q2 		$78K Hold
250
– – 0.1% 79
2025
Q1 		$131K Buy
+250
New +$128K 0.13% 68

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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

MJT & Associates Financial Advisory's UNH Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its UnitedHealth (UNH) position steady in Q2 2026 at 325 shares worth $135K. The position accounts for 0.09% of the portfolio, ranked #57.

MJT & Associates Financial Advisory first reported a position in UNH in Q1 2025 and has held it in 6 quarters since. 1,688 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • MJT & Associates Financial Advisory held 325 shares of UnitedHealth worth $135K as of Q2 2026.
  • MJT & Associates Financial Advisory left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.09% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #57 holding.
  • MJT & Associates Financial Advisory first reported a position in UnitedHealth in Q1 2025 and has held it in 6 quarters since.
  • 1,688 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.