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MRA Advisory Group’s UnitedHealth UNH Stock Holding History

MRA Advisory Group’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 		$1.01M Sell
2,421
-386
-14% -$143K 0.36% 58
2026
Q1 		$760K Buy
2,807
+1
+0% +$298 0.31% 51
2025
Q4 		$926K Buy
2,806
+303
+12% +$103K 0.39% 41
2025
Q3 		$864K Sell
2,503
-162
-6% -$49K 0.38% 41
2025
Q2 		$831K Sell
2,665
-456
-15% -$174K 0.39% 35
2025
Q1 		$1.63M Sell
3,121
-337
-10% -$172K 0.87% 22
2024
Q4 		$1.75M Sell
3,458
-400
-10% -$227K 0.93% 24
2024
Q3 		$2.26M Sell
3,858
-403
-9% -$228K 1.23% 19
2024
Q2 		$2.17M Sell
4,261
-695
-14% -$341K 1.24% 17
2024
Q1 		$2.45M Buy
4,956
+837
+20% +$426K 1.46% 17
2023
Q4 		$2.17M Buy
4,119
+1,180
+40% +$629K 1.43% 16
2023
Q3 		$1.48M Sell
2,939
-581
-17% -$286K 1.06% 30
2023
Q2 		$1.69M Sell
3,520
-311
-8% -$152K 1.16% 27
2023
Q1 		$1.81M Sell
3,831
-63
-2% -$30.4K 1.31% 23
2022
Q4 		$2.06M Buy
3,894
+519
+15% +$275K 1.62% 22
2022
Q3 		$1.68M Buy
3,375
+173
+5% +$91K 1.43% 20
2022
Q2 		$1.65M Sell
3,202
-1
-0% -$502 1.44% 23
2022
Q1 		$1.63M Sell
3,203
-15
-0.5% -$7.24K 1.24% 21
2021
Q4 		$1.62M Buy
3,218
+9
+0.3% +$4.07K 1.25% 26
2021
Q3 		$1.25M Hold
3,209
– – 1.07% 30
2021
Q2 		$1.28M Sell
3,209
-39
-1% -$15.6K 1.1% 28
2021
Q1 		$1.21M Sell
3,248
-143
-4% -$49.5K 1.14% 27
2020
Q4 		$1.19M Buy
+3,391
New +$1.14M 1.17% 27

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MRA Advisory Group's UNH Position: Q2 2026 in Review

MRA Advisory Group reduced its UnitedHealth (UNH) stake by 14% in Q2 2026, selling an estimated $143K and leaving 2,421 shares worth $1.01M. The position accounts for 0.36% of the portfolio, ranked #58.

MRA Advisory Group first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.45M in Q1 2024. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • MRA Advisory Group held 2,421 shares of UnitedHealth worth $1.01M as of Q2 2026.
  • MRA Advisory Group sold 386 UnitedHealth shares in Q2 2026, an estimated $143K.
  • UnitedHealth made up 0.36% of MRA Advisory Group's portfolio in Q2 2026, its #58 holding.
  • MRA Advisory Group first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • MRA Advisory Group's UnitedHealth position peaked at $2.45M in Q1 2024.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.