Mutual of America Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $38.8M | Sell |
93,355
-2,817
| -3% | -$1.04M | 0.38% | 31 |
|
|
2026
Q1 | $26M | Sell |
96,172
-926
| -1% | -$276K | 0.3% | 40 |
|
|
2025
Q4 | $32.1M | Sell |
97,098
-5,301
| -5% | -$1.8M | 0.34% | 33 |
|
|
2025
Q3 | $35.4M | Sell |
102,399
-8,778
| -8% | -$2.65M | 0.37% | 28 |
|
|
2025
Q2 | $34.7M | Sell |
111,177
-1,206
| -1% | -$461K | 0.37% | 27 |
|
|
2025
Q1 | $58.9M | Sell |
112,383
-4,589
| -4% | -$2.35M | 0.68% | 16 |
|
|
2024
Q4 | $59.2M | Sell |
116,972
-3,764
| -3% | -$2.14M | 0.64% | 15 |
|
|
2024
Q3 | $70.6M | Sell |
120,736
-2,806
| -2% | -$1.59M | 0.74% | 14 |
|
|
2024
Q2 | $62.9M | Sell |
123,542
-2,503
| -2% | -$1.23M | 0.69% | 15 |
|
|
2024
Q1 | $62.4M | Sell |
126,045
-3,739
| -3% | -$1.9M | 0.67% | 15 |
|
|
2023
Q4 | $68.3M | Sell |
129,784
-6,277
| -5% | -$3.35M | 0.79% | 14 |
|
|
2023
Q3 | $68.6M | Sell |
136,061
-4,538
| -3% | -$2.23M | 0.85% | 12 |
|
|
2023
Q2 | $67.6M | Buy |
140,599
+38
| +0% | +$18.6K | 0.77% | 12 |
|
|
2023
Q1 | $66.4M | Buy |
140,561
+1
| +0% | +$483 | 0.79% | 12 |
|
|
2022
Q4 | $74.5M | Buy |
140,560
+3,607
| +3% | +$1.91M | 0.93% | 8 |
|
|
2022
Q3 | $69.2M | Buy |
136,953
+1,584
| +1% | +$833K | 0.93% | 9 |
|
|
2022
Q2 | $69.5M | Buy |
135,369
+1,898
| +1% | +$953K | 0.89% | 9 |
|
|
2022
Q1 | $68.1M | Buy |
133,471
+1,331
| +1% | +$642K | 0.72% | 12 |
|
|
2021
Q4 | $66.4M | Buy |
132,140
+150
| +0.1% | +$67.9K | 0.67% | 12 |
|
|
2021
Q3 | $51.6M | Buy |
131,990
+529
| +0.4% | +$219K | 0.51% | 22 |
|
|
2021
Q2 | $52.6M | Buy |
131,461
+956
| +0.7% | +$381K | 0.52% | 23 |
|
|
2021
Q1 | $48.6M | Buy |
130,505
+2,222
| +2% | +$770K | 0.51% | 21 |
|
|
2020
Q4 | $45M | Sell |
128,283
-3,468
| -3% | -$1.16M | 0.51% | 22 |
|
|
2020
Q3 | $41.1M | Sell |
131,751
-5,561
| -4% | -$1.71M | 0.55% | 20 |
|
|
2020
Q2 | $40.5M | Sell |
137,312
-31,993
| -19% | -$9.17M | 0.57% | 19 |
|
|
2020
Q1 | $42.2M | Buy |
169,305
+272
| +0.2% | +$74.8K | 0.71% | 17 |
|
|
2019
Q4 | $49.7M | Buy |
169,033
+1,249
| +0.7% | +$327K | 0.63% | 16 |
|
|
2019
Q3 | $36.5M | Buy |
167,784
+1,895
| +1% | +$457K | 0.51% | 24 |
|
|
2019
Q2 | $40.5M | Buy |
165,889
+109
| +0.1% | +$26.2K | 0.57% | 20 |
|
|
2019
Q1 | $41M | Buy |
165,780
+1,069
| +0.6% | +$273K | 0.6% | 17 |
|
|
2018
Q4 | $41M | Buy |
164,711
+8,565
| +5% | +$2.26M | 0.68% | 13 |
|
|
2018
Q3 | $41.5M | Sell |
156,146
-213
| -0.1% | -$55.4K | 0.59% | 15 |
|
|
2018
Q2 | $38.4M | Sell |
156,359
-171
| -0.1% | -$41.1K | 0.57% | 16 |
|
|
2018
Q1 | $33.5M | Buy |
156,530
+1,787
| +1% | +$408K | 0.52% | 18 |
|
|
2017
Q4 | $34.1M | Buy |
154,743
+7,028
| +5% | +$1.49M | 0.52% | 18 |
|
|
2017
Q3 | $28.9M | Buy |
147,715
+6,873
| +5% | +$1.33M | 0.47% | 21 |
|
|
2017
Q2 | $26.1M | Buy |
140,842
+1,039
| +0.7% | +$182K | 0.45% | 23 |
|
|
2017
Q1 | $22.9M | Buy |
139,803
+3,269
| +2% | +$535K | 0.41% | 29 |
|
|
2016
Q4 | $21.9M | Buy |
136,534
+8,588
| +7% | +$1.28M | 0.41% | 27 |
|
|
2016
Q3 | $17.9M | Buy |
127,946
+17,262
| +16% | +$2.42M | 0.36% | 32 |
|
|
2016
Q2 | $15.6M | Sell |
110,684
-10,085
| -8% | -$1.34M | 0.33% | 37 |
|
|
2016
Q1 | $15.6M | Buy |
120,769
+1,510
| +1% | +$179K | 0.34% | 39 |
|
|
2015
Q4 | $14M | Buy |
119,259
+398
| +0.3% | +$46.5K | 0.31% | 44 |
|
|
2015
Q3 | $13.8M | Buy |
118,861
+1,308
| +1% | +$157K | 0.33% | 39 |
|
|
2015
Q2 | $14.3M | Sell |
117,553
-1,838
| -2% | -$217K | 0.31% | 41 |
|
|
2015
Q1 | $14.1M | Buy |
119,391
+2,163
| +2% | +$240K | 0.31% | 42 |
|
|
2014
Q4 | $11.9M | Sell |
117,228
-241
| -0.2% | -$22.8K | 0.27% | 50 |
|
|
2014
Q3 | $10.1M | Buy |
117,469
+393
| +0.3% | +$33.2K | 0.24% | 49 |
|
|
2014
Q2 | $9.57M | Sell |
117,076
-3,716
| -3% | -$292K | 0.22% | 55 |
|
|
2014
Q1 | $9.9M | Sell |
120,792
-894
| -0.7% | -$67.3K | 0.24% | 53 |
|
|
2013
Q4 | $9.16M | Sell |
121,686
-8,268
| -6% | -$594K | 0.22% | 70 |
|
|
2013
Q3 | $9.31M | Buy |
129,954
+9,397
| +8% | +$673K | 0.25% | 53 |
|
|
2013
Q2 | $7.89M | Buy |
+120,557
| New | +$7.5M | 0.23% | 61 |
|
Other funds holding UNH
Mutual of America Capital Management's UNH Position: Q2 2026 in Review
Mutual of America Capital Management reduced its UnitedHealth (UNH) stake by 2.9% in Q2 2026, selling an estimated $1.04M and leaving 93,355 shares worth $38.8M. The position accounts for 0.38% of the portfolio, ranked #31.
Mutual of America Capital Management first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $74.5M in Q4 2022. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Mutual of America Capital Management held 93,355 shares of UnitedHealth worth $38.8M as of Q2 2026.
- Mutual of America Capital Management sold 2,817 UnitedHealth shares in Q2 2026, an estimated $1.04M.
- UnitedHealth made up 0.38% of Mutual of America Capital Management's portfolio in Q2 2026, its #31 holding.
- Mutual of America Capital Management first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
- Mutual of America Capital Management's UnitedHealth position peaked at $74.5M in Q4 2022.
- 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.