POM Investment Strategies’s UnitedHealth UNH Stock Holding History

POM Investment Strategies’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	$23.7K	Sell	57 -285	-83%	-$106K	0.03%	129
2026 Q1	$92.5K	Buy	342 +7	+2%	+$2.08K	0.12%	85
2025 Q4	$111K	Sell	335 -18	-5%	-$6.1K	0.06%	43
2025 Q3	$122K	Buy	353 +335	+1,861%	+$101K	0.07%	37
2025 Q2	$5.62K	Sell	18 -6	-25%	-$2.29K	﹤0.01%	97
2025 Q1	$12.6K	Sell	24 -16	-40%	-$8.18K	0.01%	89
2024 Q4	$20.2K	Buy	40 +16	+67%	+$9.09K	0.02%	118
2024 Q3	$14K	Sell	24 -17	-41%	-$9.62K	0.01%	120
2024 Q2	$20.9K	Buy	41 +35	+583%	+$17.2K	0.02%	123
2024 Q1	$2.97K	Hold	6	–	–	﹤0.01%	162
2023 Q4	$3.16K	Buy	+6	New	+$3.2K	﹤0.01%	145

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

POM Investment Strategies's UNH Position: Q2 2026 in Review

POM Investment Strategies reduced its UnitedHealth (UNH) stake by 83% in Q2 2026, selling an estimated $106K and leaving 57 shares worth $23.7K. The position accounts for 0.03% of the portfolio, ranked #129.

POM Investment Strategies first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $122K in Q3 2025. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

POM Investment Strategies held 57 shares of UnitedHealth worth $23.7K as of Q2 2026.
POM Investment Strategies sold 285 UnitedHealth shares in Q2 2026, an estimated $106K.
UnitedHealth made up 0.03% of POM Investment Strategies's portfolio in Q2 2026, its #129 holding.
POM Investment Strategies first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
POM Investment Strategies's UnitedHealth position peaked at $122K in Q3 2025.
1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.