MTM Investment Management’s UnitedHealth UNH Stock Holding History

MTM 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	$337K	Hold	810	–	–	0.1%	164
2026 Q1	$219K	Hold	810	–	–	0.07%	188
2025 Q4	$267K	Hold	810	–	–	0.09%	180
2025 Q3	$280K	Sell	810 -6	-0.7%	-$1.81K	0.09%	179
2025 Q2	$255K	Hold	816	–	–	0.09%	176
2025 Q1	$427K	Sell	816 -80	-9%	-$40.9K	0.17%	131
2024 Q4	$453K	Sell	896 -113	-11%	-$64.2K	0.17%	123
2024 Q3	$597K	Buy	1,009 +13	+1%	+$7.35K	0.23%	100
2024 Q2	$507K	Sell	996 -200	-17%	-$98K	0.21%	109
2024 Q1	$592K	Buy	1,196 +73	+7%	+$37.1K	0.24%	100
2023 Q4	$591K	Hold	1,123	–	–	0.27%	95
2023 Q3	$566K	Hold	1,123	–	–	0.29%	91
2023 Q2	$540K	Hold	1,123	–	–	0.26%	93
2023 Q1	$531K	Sell	1,123 -1,039	-48%	-$501K	0.27%	95
2022 Q4	$1.15M	Buy	2,162 +33	+2%	+$17.5K	0.6%	51
2022 Q3	$1.07M	Buy	2,129 +370	+21%	+$195K	0.61%	51
2022 Q2	$910K	Buy	1,759 +201	+13%	+$101K	0.49%	60
2022 Q1	$795K	Buy	1,558 +75	+5%	+$36.2K	0.38%	76
2021 Q4	$745K	Buy	1,483 +169	+13%	+$76.5K	0.35%	83
2021 Q3	$513K	Buy	1,314 +253	+24%	+$105K	0.28%	96
2021 Q2	$425K	Hold	1,061	–	–	0.22%	106
2021 Q1	$395K	Hold	1,061	–	–	0.22%	105
2020 Q4	$372K	Buy	+1,061	New	+$356K	0.23%	102

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

MTM Investment Management held its UnitedHealth (UNH) position steady in Q2 2026 at 810 shares worth $337K. The position accounts for 0.1% of the portfolio, ranked #164.

MTM Investment Management first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.15M in Q4 2022. 1,741 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

MTM Investment Management held 810 shares of UnitedHealth worth $337K as of Q2 2026.
MTM Investment Management left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.1% of MTM Investment Management's portfolio in Q2 2026, its #164 holding.
MTM Investment Management first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
MTM Investment Management's UnitedHealth position peaked at $1.15M in Q4 2022.
1,741 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.