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Mosaic Family Wealth Partners’s UnitedHealth UNH Stock Holding History

Mosaic Family Wealth Partners’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 		$1.51M Buy
3,622
+1,759
+94% +$652K 0.1% 161
2026
Q1 		$504K Buy
1,863
+615
+49% +$183K 0.05% 183
2025
Q4 		$412K Sell
1,248
-36
-3% -$12.2K 0.05% 167
2025
Q3 		$443K Sell
1,284
-549
-30% -$166K 0.05% 152
2025
Q2 		$572K Sell
1,833
-70
-4% -$26.8K 0.07% 124
2025
Q1 		$996K Buy
1,903
+63
+3% +$32.2K 0.14% 80
2024
Q4 		$931K Sell
1,840
-54
-3% -$30.7K 0.13% 85
2024
Q3 		$1.11M Buy
1,894
+58
+3% +$32.8K 0.16% 73
2024
Q2 		$935K Buy
1,836
+22
+1% +$10.8K 0.15% 78
2024
Q1 		$897K Sell
1,814
-377
-17% -$192K 0.15% 80
2023
Q4 		$1.15M Buy
2,191
+382
+21% +$204K 0.2% 57
2023
Q3 		$912K Hold
1,809
– – 0.18% 64
2023
Q2 		$869K Sell
1,809
-3
-0.2% -$1.47K 0.17% 73
2023
Q1 		$856K Buy
1,812
+4
+0.2% +$1.93K 0.18% 70
2022
Q4 		$959K Buy
+1,808
New +$958K 0.27% 59

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 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Mosaic Family Wealth Partners's UNH Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its UnitedHealth (UNH) stake by 94% in Q2 2026, buying an estimated $652K and bringing the position to 3,622 shares worth $1.51M. The position accounts for 0.1% of the portfolio, ranked #161.

Mosaic Family Wealth Partners first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. 1,877 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Mosaic Family Wealth Partners held 3,622 shares of UnitedHealth worth $1.51M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 1,759 UnitedHealth shares in Q2 2026, an estimated $652K.
  • UnitedHealth made up 0.1% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #161 holding.
  • Mosaic Family Wealth Partners first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • 1,877 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.