QRG Capital Management’s UnitedHealth UNH Stock Holding History

QRG 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	$56.5M	Buy	135,858 +20,916	+18%	+$7.75M	0.47%	36
2026 Q1	$31.1M	Buy	114,942 +15,363	+15%	+$4.58M	0.32%	57
2025 Q4	$32.9M	Buy	99,579 +2,274	+2%	+$771K	0.37%	49
2025 Q3	$33.6M	Sell	97,305 -37,602	-28%	-$11.4M	0.41%	39
2025 Q2	$42.1M	Sell	134,907 -4,910	-4%	-$1.88M	0.37%	52
2025 Q1	$73.2M	Sell	139,817 -449	-0.3%	-$230K	0.76%	18
2024 Q4	$71M	Sell	140,266 -43,814	-24%	-$24.9M	0.73%	17
2024 Q3	$108M	Buy	184,080 +4,917	+3%	+$2.78M	1.16%	11
2024 Q2	$91.2M	Buy	179,163 +2,144	+1%	+$1.05M	1.08%	13
2024 Q1	$87.6M	Buy	177,019 +3,976	+2%	+$2.02M	1.11%	11
2023 Q4	$91.1M	Sell	173,043 -6,375	-4%	-$3.4M	1.35%	9
2023 Q3	$90.5M	Buy	+179,418	New	+$88.3M	1.57%	7

Other funds holding UNH

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

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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 New York $167B AUM 44.17% 1-Year Est. Return

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

QRG Capital Management increased its UnitedHealth (UNH) stake by 18% in Q2 2026, buying an estimated $7.75M and bringing the position to 135,858 shares worth $56.5M. The position accounts for 0.47% of the portfolio, ranked #36.

QRG Capital Management first reported a position in UNH in Q3 2023 and has held it in 12 quarters since. The position peaked at $108M in Q3 2024. 1,635 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

QRG Capital Management held 135,858 shares of UnitedHealth worth $56.5M as of Q2 2026.
QRG Capital Management bought 20,916 UnitedHealth shares in Q2 2026, an estimated $7.75M.
UnitedHealth made up 0.47% of QRG Capital Management's portfolio in Q2 2026, its #36 holding.
QRG Capital Management first reported a position in UnitedHealth in Q3 2023 and has held it in 12 quarters since.
QRG Capital Management's UnitedHealth position peaked at $108M in Q3 2024.
1,635 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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