M
UNH icon

MOTCO’s UnitedHealth UNH Stock Holding History

MOTCO’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 		$76.9K Buy
185
+16
+9% +$5.93K 0.01% 289
2026
Q1 		$45.7K Hold
169
– – ﹤0.01% 328
2025
Q4 		$55.8K Hold
169
– – 0.01% 318
2025
Q3 		$58.4K Hold
169
– – 0.01% 320
2025
Q2 		$42.2K Sell
169
-19,130
-99% -$7.31M ﹤0.01% 323
2025
Q1 		$10.1M Buy
19,299
+751
+4% +$384K 1.07% 35
2024
Q4 		$9.38M Sell
18,548
-129
-0.7% -$73.3K 0.96% 43
2024
Q3 		$10.9M Sell
18,677
-989
-5% -$559K 1.09% 29
2024
Q2 		$10M Buy
19,666
+665
+3% +$326K 0.59% 54
2024
Q1 		$9.4M Buy
19,001
+768
+4% +$390K 0.56% 58
2023
Q4 		$9.6M Sell
18,233
-470
-3% -$251K 0.62% 51
2023
Q3 		$9.43M Sell
18,703
-534
-3% -$263K 0.64% 42
2023
Q2 		$9.25M Sell
19,237
-126
-0.7% -$61.6K 0.61% 47
2023
Q1 		$9.15M Sell
19,363
-428
-2% -$207K 0.62% 42
2022
Q4 		$10.5M Sell
19,791
-829
-4% -$439K 0.78% 31
2022
Q3 		$10.4M Buy
20,620
+1,479
+8% +$778K 0.82% 27
2022
Q2 		$9.83M Sell
19,141
-170
-0.9% -$85.4K 0.74% 30
2022
Q1 		$9.85M Sell
19,311
-632
-3% -$305K 0.64% 39
2021
Q4 		$10M Sell
19,943
-499
-2% -$226K 0.62% 43
2021
Q3 		$7.99M Buy
20,442
+401
+2% +$166K 0.52% 61
2021
Q2 		$8.03M Sell
20,041
-611
-3% -$244K 0.53% 62
2021
Q1 		$7.68M Sell
20,652
-236
-1% -$81.8K 0.54% 56
2020
Q4 		$7.33M Sell
20,888
-828
-4% -$278K 0.54% 60
2020
Q3 		$6.77M Sell
21,716
-475
-2% -$146K 0.54% 56
2020
Q2 		$6.54M Sell
22,191
-1,448
-6% -$415K 0.56% 59
2020
Q1 		$5.89M Buy
23,639
+324
+1% +$89.2K 0.59% 49
2019
Q4 		$6.85M Sell
23,315
-8
-0% -$2.09K 0.58% 51
2019
Q3 		$5.07M Buy
23,323
+620
+3% +$150K 0.46% 81
2019
Q2 		$5.54M Buy
22,703
+22,249
+4,901% +$5.35M 0.52% 61
2019
Q1 		$112K Sell
454
-17
-4% -$4.33K 0.01% 257
2018
Q4 		$117K Sell
471
-123
-21% -$32.5K 0.01% 248
2018
Q3 		$158K Hold
594
– – 0.02% 230
2018
Q2 		$146K Hold
594
– – 0.02% 221
2018
Q1 		$127K Buy
594
+43
+8% +$9.82K 0.01% 237
2017
Q4 		$121K Buy
551
+49
+10% +$10.4K 0.01% 226
2017
Q3 		$98K Hold
502
– – 0.01% 242
2017
Q2 		$93K Sell
502
-170
-25% -$29.8K 0.01% 257
2017
Q1 		$110K Sell
672
-59
-8% -$9.66K 0.01% 224
2016
Q4 		$117K Buy
731
+289
+65% +$43.2K 0.01% 219
2016
Q3 		$62K Buy
442
+335
+313% +$46.9K 0.01% 283
2016
Q2 		$15K Hold
107
– – ﹤0.01% 379
2016
Q1 		$14K Hold
107
– – ﹤0.01% 383
2015
Q4 		$13K Hold
107
– – ﹤0.01% 382
2015
Q3 		$12K Hold
107
– – ﹤0.01% 430
2015
Q2 		$13K Hold
107
– – ﹤0.01% 417
2015
Q1 		$13K Hold
107
– – ﹤0.01% 409
2014
Q4 		$11K Hold
107
– – ﹤0.01% 458
2014
Q3 		$9K Buy
+107
New +$9.04K ﹤0.01% 495

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

MOTCO's UNH Position: Q2 2026 in Review

MOTCO increased its UnitedHealth (UNH) stake by 9.5% in Q2 2026, buying an estimated $5.93K and bringing the position to 185 shares worth $76.9K. The position accounts for 0.01% of the portfolio, ranked #289.

MOTCO first reported a position in UNH in Q3 2014 and has held it in 48 quarters since. The position peaked at $10.9M in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • MOTCO held 185 shares of UnitedHealth worth $76.9K as of Q2 2026.
  • MOTCO bought 16 UnitedHealth shares in Q2 2026, an estimated $5.93K.
  • UnitedHealth made up 0.01% of MOTCO's portfolio in Q2 2026, its #289 holding.
  • MOTCO first reported a position in UnitedHealth in Q3 2014 and has held it in 48 quarters since.
  • MOTCO's UnitedHealth position peaked at $10.9M in Q3 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.