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Optas LLC’s UnitedHealth UNH Stock Holding History

Optas LLC’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 		$1.94M Buy
4,656
+303
+7% +$112K 0.27% 51
2026
Q1 		$1.18M Sell
4,353
-70
-2% -$20.8K 0.18% 69
2025
Q4 		$1.46M Buy
4,423
+81
+2% +$27.4K 0.23% 51
2025
Q3 		$1.5M Buy
4,342
+660
+18% +$200K 0.25% 52
2025
Q2 		$1.15M Sell
3,682
-144
-4% -$55K 0.22% 59
2025
Q1 		$2M Buy
3,826
+2
+0.1% +$1.02K 0.35% 36
2024
Q4 		$1.93M Sell
3,824
-207
-5% -$118K 0.42% 36
2024
Q3 		$2.36M Buy
4,031
+37
+0.9% +$20.9K 0.54% 31
2024
Q2 		$2.03M Sell
3,994
-163
-4% -$79.9K 0.52% 32
2024
Q1 		$2.06M Sell
4,157
-317
-7% -$161K 0.56% 31
2023
Q4 		$2.36M Buy
4,474
+27
+0.6% +$14.4K 0.71% 27
2023
Q3 		$2.24M Buy
4,447
+138
+3% +$67.9K 0.75% 25
2023
Q2 		$2.07M Buy
4,309
+72
+2% +$35.2K 0.69% 25
2023
Q1 		$2M Buy
4,237
+170
+4% +$82K 0.71% 26
2022
Q4 		$2.16M Buy
4,067
+2
+0% +$1.06K 0.89% 14
2022
Q3 		$2.05M Sell
4,065
-25
-0.6% -$13.1K 0.9% 15
2022
Q2 		$2.1M Sell
4,090
-24
-0.6% -$12.1K 0.86% 13
2022
Q1 		$2.1M Sell
4,114
-438
-10% -$211K 0.69% 22
2021
Q4 		$2.29M Buy
4,552
+15
+0.3% +$6.79K 0.65% 25
2021
Q3 		$1.77M Buy
4,537
+10
+0.2% +$4.14K 0.52% 30
2021
Q2 		$1.81M Sell
4,527
-153
-3% -$61K 0.52% 30
2021
Q1 		$1.74M Sell
4,680
-829
-15% -$287K 0.55% 28
2020
Q4 		$1.93M Sell
5,509
-1,695
-24% -$568K 0.62% 26
2020
Q3 		$2.25M Buy
7,204
+1,541
+27% +$473K 0.69% 26
2020
Q2 		$1.67M Buy
5,663
+481
+9% +$138K 0.68% 25
2020
Q1 		$1.29M Sell
5,182
-1,283
-20% -$353K 0.64% 21
2019
Q4 		$1.9M Buy
+6,465
New +$1.69M 0.73% 18

Other funds holding UNH

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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Optas LLC's UNH Position: Q2 2026 in Review

Optas LLC increased its UnitedHealth (UNH) stake by 7% in Q2 2026, buying an estimated $112K and bringing the position to 4,656 shares worth $1.94M. The position accounts for 0.27% of the portfolio, ranked #51.

Optas LLC first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.36M in Q3 2024. 1,635 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Optas LLC held 4,656 shares of UnitedHealth worth $1.94M as of Q2 2026.
  • Optas LLC bought 303 UnitedHealth shares in Q2 2026, an estimated $112K.
  • UnitedHealth made up 0.27% of Optas LLC's portfolio in Q2 2026, its #51 holding.
  • Optas LLC first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Optas LLC's UnitedHealth position peaked at $2.36M in Q3 2024.
  • 1,635 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.