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Presidio Capital Management’s UnitedHealth UNH Stock Holding History

Presidio 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 		$757K Buy
1,822
+1
+0.1% +$371 0.19% 36
2026
Q1 		$493K Sell
1,821
-338
-16% -$101K 0.14% 42
2025
Q4 		$713K Buy
2,159
+244
+13% +$82.7K 0.21% 35
2025
Q3 		$661K Buy
1,915
+168
+10% +$50.8K 0.23% 34
2025
Q2 		$545K Sell
1,747
-8
-0.5% -$3.06K 0.21% 34
2025
Q1 		$919K Sell
1,755
-8
-0.5% -$4.09K 0.37% 25
2024
Q4 		$892K Buy
1,763
+3
+0.2% +$1.71K 0.48% 22
2024
Q3 		$1.03M Buy
1,760
+62
+4% +$35.1K 0.66% 21
2024
Q2 		$865K Sell
1,698
-18
-1% -$8.82K 0.6% 23
2024
Q1 		$849K Sell
1,716
-157
-8% -$79.8K 0.62% 20
2023
Q4 		$986K Sell
1,873
-5
-0.3% -$2.67K 0.77% 17
2023
Q3 		$947K Sell
1,878
-99
-5% -$48.7K 0.83% 15
2023
Q2 		$950K Hold
1,977
– – 0.76% 19
2023
Q1 		$934K Sell
1,977
-160
-7% -$77.2K 0.81% 17
2022
Q4 		$1.13M Sell
2,137
-297
-12% -$157K 1.03% 14
2022
Q3 		$1.23M Buy
2,434
+17
+0.7% +$8.94K 1.32% 10
2022
Q2 		$1.24M Hold
2,417
– – 1.33% 9
2022
Q1 		$1.23M Hold
2,417
– – 1.07% 11
2021
Q4 		$1.21M Buy
+2,417
New +$1.09M 1.04% 9

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

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

Presidio Capital Management increased its UnitedHealth (UNH) stake by 0.05% in Q2 2026, buying an estimated $371 and bringing the position to 1,822 shares worth $757K. The position accounts for 0.19% of the portfolio, ranked #36.

Presidio Capital Management first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.24M in Q2 2022. 1,444 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Presidio Capital Management held 1,822 shares of UnitedHealth worth $757K as of Q2 2026.
  • Presidio Capital Management bought 1 UnitedHealth share in Q2 2026, an estimated $371.
  • UnitedHealth made up 0.19% of Presidio Capital Management's portfolio in Q2 2026, its #36 holding.
  • Presidio Capital Management first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Presidio Capital Management's UnitedHealth position peaked at $1.24M in Q2 2022.
  • 1,444 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Presidio Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.