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MMBG Investment Advisors’s UnitedHealth UNH Stock Holding History

MMBG Investment Advisors’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 		$4.54M Sell
10,928
-5,930
-35% -$2.2M 0.36% 43
2026
Q1 		$4.56M Sell
16,858
-1,488
-8% -$443K 0.42% 45
2025
Q4 		$6.06M Buy
18,346
+103
+0.6% +$34.9K 0.51% 37
2025
Q3 		$6.3M Buy
18,243
+3,145
+21% +$951K 0.56% 36
2025
Q2 		$4.71M Buy
15,098
+4,882
+48% +$1.87M 0.47% 39
2025
Q1 		$5.35M Buy
10,216
+1,225
+14% +$626K 0.6% 35
2024
Q4 		$4.55M Sell
8,991
-70
-0.8% -$39.8K 0.48% 40
2024
Q3 		$5.3M Sell
9,061
-162
-2% -$91.6K 0.55% 38
2024
Q2 		$4.7M Hold
9,223
– – 0.5% 39
2024
Q1 		$4.56M Buy
9,223
+730
+9% +$371K 0.48% 43
2023
Q4 		$4.47M Sell
8,493
-190
-2% -$101K 0.53% 42
2023
Q3 		$4.38M Buy
8,683
+310
+4% +$153K 0.55% 41
2023
Q2 		$3.97M Buy
8,373
+2,045
+32% +$1,000K 0.48% 44
2023
Q1 		$2.99M Buy
6,328
+1,000
+19% +$483K 0.38% 52
2022
Q4 		$2.83M Buy
5,328
+980
+23% +$519K 0.37% 55
2022
Q3 		$2.2M Hold
4,348
– – 0.29% 56
2022
Q2 		$2.23M Buy
4,348
+238
+6% +$120K 0.28% 60
2022
Q1 		$2.1M Buy
4,110
+300
+8% +$145K 0.22% 64
2021
Q4 		$1.91M Buy
+3,810
New +$1.72M 0.18% 72

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MMBG Investment Advisors's UNH Position: Q2 2026 in Review

MMBG Investment Advisors reduced its UnitedHealth (UNH) stake by 35% in Q2 2026, selling an estimated $2.2M and leaving 10,928 shares worth $4.54M. The position accounts for 0.36% of the portfolio, ranked #43.

MMBG Investment Advisors first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.3M in Q3 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • MMBG Investment Advisors held 10,928 shares of UnitedHealth worth $4.54M as of Q2 2026.
  • MMBG Investment Advisors sold 5,930 UnitedHealth shares in Q2 2026, an estimated $2.2M.
  • UnitedHealth made up 0.36% of MMBG Investment Advisors's portfolio in Q2 2026, its #43 holding.
  • MMBG Investment Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • MMBG Investment Advisors's UnitedHealth position peaked at $6.3M in Q3 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.