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Plato Investment Management’s UnitedHealth UNH Stock Holding History

Plato 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 		$9.58M Buy
23,178
+4,863
+27% +$1.8M 0.55% 35
2026
Q1 		$4.96M Sell
18,315
-961
-5% -$286K 0.33% 66
2025
Q4 		$6.39M Buy
19,276
+399
+2% +$135K 0.42% 50
2025
Q3 		$6.47M Sell
18,877
-397
-2% -$120K 0.44% 44
2025
Q2 		$5.99M Sell
19,274
-2,274
-11% -$869K 0.45% 39
2025
Q1 		$11.4M Sell
21,548
-1,264
-6% -$646K 0.96% 14
2024
Q4 		$11.6M Sell
22,812
-454
-2% -$258K 0.85% 15
2024
Q3 		$13.6M Buy
23,266
+1,070
+5% +$605K 1.1% 11
2024
Q2 		$11.3M Buy
22,196
+2,520
+13% +$1.24M 1.05% 12
2024
Q1 		$9.73M Buy
19,676
+17,373
+754% +$8.83M 1.01% 14
2023
Q4 		$1.21M Buy
+2,303
New +$1.23M 1.49% 11

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Plato Investment Management increased its UnitedHealth (UNH) stake by 27% in Q2 2026, buying an estimated $1.8M and bringing the position to 23,178 shares worth $9.58M. The position accounts for 0.55% of the portfolio, ranked #35.

Plato Investment Management first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.6M in Q3 2024. 3,385 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Plato Investment Management held 23,178 shares of UnitedHealth worth $9.58M as of Q2 2026.
  • Plato Investment Management bought 4,863 UnitedHealth shares in Q2 2026, an estimated $1.8M.
  • UnitedHealth made up 0.55% of Plato Investment Management's portfolio in Q2 2026, its #35 holding.
  • Plato Investment Management first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's UnitedHealth position peaked at $13.6M in Q3 2024.
  • 3,385 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.