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Morningstar Investment Management’s UnitedHealth UNH Stock Holding History

Morningstar Investment 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 		$1.5M Hold
5,534
– – 0.09% 190
2026
Q1 		$1.5M Buy
5,534
+446
+9% +$133K 0.09% 188
2025
Q4 		$1.68M Sell
5,088
-173
-3% -$58.6K 0.1% 185
2025
Q3 		$1.82M Buy
+5,261
New +$1.59M 0.07% 265

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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

Morningstar Investment Management's UNH Position: Q2 2026 in Review

Morningstar Investment Management held its UnitedHealth (UNH) position steady in Q2 2026 at 5,534 shares worth $1.5M. The position accounts for 0.09% of the portfolio, ranked #190.

Morningstar Investment Management first reported a position in UNH in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.82M in Q3 2025. 1,395 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Morningstar Investment Management held 5,534 shares of UnitedHealth worth $1.5M as of Q2 2026.
  • Morningstar Investment Management left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.09% of Morningstar Investment Management's portfolio in Q2 2026, its #190 holding.
  • Morningstar Investment Management first reported a position in UnitedHealth in Q3 2025 and has held it in 4 quarters since.
  • Morningstar Investment Management's UnitedHealth position peaked at $1.82M in Q3 2025.
  • 1,395 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.