MCM
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MV Capital Management’s UnitedHealth UNH Stock Holding History

MV Capital 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 		$739K Buy
1,778
+236
+15% +$87.5K 0.07% 114
2026
Q1 		$417K Sell
1,542
-106
-6% -$31.6K 0.04% 132
2025
Q4 		$544K Sell
1,648
-33
-2% -$11.2K 0.05% 112
2025
Q3 		$580K Buy
1,681
+203
+14% +$61.4K 0.06% 112
2025
Q2 		$461K Sell
1,478
-239
-14% -$91.3K 0.05% 125
2025
Q1 		$899K Buy
1,717
+45
+3% +$23K 0.1% 97
2024
Q4 		$846K Sell
1,672
-57
-3% -$32.4K 0.09% 97
2024
Q3 		$1.01M Buy
1,729
+79
+5% +$44.7K 0.11% 95
2024
Q2 		$840K Sell
1,650
-57
-3% -$27.9K 0.09% 96
2024
Q1 		$844K Sell
1,707
-44
-3% -$22.4K 0.1% 98
2023
Q4 		$922K Buy
1,751
+44
+3% +$23.5K 0.12% 87
2023
Q3 		$861K Buy
1,707
+24
+1% +$11.8K 0.11% 88
2023
Q2 		$809K Buy
1,683
+23
+1% +$11.2K 0.11% 90
2023
Q1 		$785K Buy
1,660
+65
+4% +$31.4K 0.11% 84
2022
Q4 		$846K Buy
1,595
+10
+0.6% +$5.3K 0.13% 78
2022
Q3 		$800K Buy
1,585
+90
+6% +$47.3K 0.14% 80
2022
Q2 		$768K Buy
1,495
+63
+4% +$31.6K 0.13% 84
2022
Q1 		$730K Buy
1,432
+46
+3% +$22.2K 0.11% 92
2021
Q4 		$696K Buy
1,386
+35
+3% +$15.8K 0.1% 87
2021
Q3 		$528K Buy
1,351
+125
+10% +$51.8K 0.09% 94
2021
Q2 		$491K Buy
1,226
+117
+11% +$46.7K 0.08% 96
2021
Q1 		$413K Buy
1,109
+19
+2% +$6.58K 0.08% 92
2020
Q4 		$382K Hold
1,090
– – 0.07% 88
2020
Q3 		$340K Hold
1,090
– – 0.07% 80
2020
Q2 		$321K Hold
1,090
– – 0.08% 83
2020
Q1 		$272K Hold
1,090
– – 0.07% 82
2019
Q4 		$320K Sell
1,090
-11
-1% -$2.88K 0.07% 88
2019
Q3 		$239K Buy
1,101
+11
+1% +$2.65K 0.05% 99
2019
Q2 		$266K Hold
1,090
– – 0.06% 95
2019
Q1 		$270K Hold
1,090
– – 0.06% 88
2018
Q4 		$272K Hold
1,090
– – 0.08% 78
2018
Q3 		$290K Hold
1,090
– – 0.07% 78
2018
Q2 		$267K Hold
1,090
– – 0.07% 79
2018
Q1 		$233K Hold
1,090
– – 0.06% 83
2017
Q4 		$240K Hold
1,090
– – 0.07% 85
2017
Q3 		$213K Hold
1,090
– – 0.06% 89
2017
Q2 		$202K Hold
1,090
– – 0.06% 92
2017
Q1 		$179K Hold
1,090
– – 0.06% 99
2016
Q4 		$174K Hold
1,090
– – 0.06% 96
2016
Q3 		$153K Hold
1,090
– – 0.06% 101
2016
Q2 		$154K Hold
1,090
– – 0.06% 108
2016
Q1 		$141K Hold
1,090
– – 0.06% 108
2015
Q4 		$128K Hold
1,090
– – 0.05% 115
2015
Q3 		$126K Sell
1,090
-14
-1% -$1.68K 0.06% 103
2015
Q2 		$135K Buy
1,104
+14
+1% +$1.66K 0.05% 105
2015
Q1 		$129K Sell
1,090
-45
-4% -$5K 0.05% 99
2014
Q4 		$115K Buy
+1,135
New +$108K 0.05% 99

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

MV Capital Management's UNH Position: Q2 2026 in Review

MV Capital Management increased its UnitedHealth (UNH) stake by 15% in Q2 2026, buying an estimated $87.5K and bringing the position to 1,778 shares worth $739K. The position accounts for 0.07% of the portfolio, ranked #114.

MV Capital Management first reported a position in UNH in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.01M in Q3 2024. 1,757 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • MV Capital Management held 1,778 shares of UnitedHealth worth $739K as of Q2 2026.
  • MV Capital Management bought 236 UnitedHealth shares in Q2 2026, an estimated $87.5K.
  • UnitedHealth made up 0.07% of MV Capital Management's portfolio in Q2 2026, its #114 holding.
  • MV Capital Management first reported a position in UnitedHealth in Q4 2014 and has held it in 47 quarters since.
  • MV Capital Management's UnitedHealth position peaked at $1.01M in Q3 2024.
  • 1,757 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.