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Resonant Capital Advisors’s UnitedHealth UNH Stock Holding History

Resonant Capital Advisors’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 		$4.71M Buy
11,340
+1,948
+21% +$722K 0.23% 77
2026
Q1 		$2.54M Buy
9,392
+5,814
+162% +$1.73M 0.13% 109
2025
Q4 		$1.18M Buy
3,578
+13
+0.4% +$4.41K 0.06% 157
2025
Q3 		$1.23M Buy
3,565
+937
+36% +$283K 0.07% 152
2025
Q2 		$820K Sell
2,628
-367
-12% -$140K 0.05% 178
2025
Q1 		$1.57M Buy
2,995
+365
+14% +$187K 0.11% 122
2024
Q4 		$1.33M Buy
2,630
+43
+2% +$24.4K 0.1% 135
2024
Q3 		$1.51M Buy
2,587
+361
+16% +$204K 0.11% 123
2024
Q2 		$1.13M Buy
2,226
+181
+9% +$88.7K 0.09% 134
2024
Q1 		$1.01M Buy
2,045
+348
+21% +$177K 0.09% 141
2023
Q4 		$893K Buy
1,697
+111
+7% +$59.2K 0.09% 140
2023
Q3 		$800K Sell
1,586
-232
-13% -$114K 0.09% 138
2023
Q2 		$874K Buy
1,818
+73
+4% +$35.7K 0.1% 124
2023
Q1 		$825K Buy
1,745
+94
+6% +$45.4K 0.09% 126
2022
Q4 		$875K Buy
1,651
+508
+44% +$269K 0.11% 125
2022
Q3 		$577K Buy
1,143
+106
+10% +$55.7K 0.09% 138
2022
Q2 		$533K Buy
1,037
+242
+30% +$122K 0.08% 145
2022
Q1 		$408K Buy
795
+211
+36% +$102K 0.06% 156
2021
Q4 		$293K Buy
+584
New +$264K 0.04% 175

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
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
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

Resonant Capital Advisors's UNH Position: Q2 2026 in Review

Resonant Capital Advisors increased its UnitedHealth (UNH) stake by 21% in Q2 2026, buying an estimated $722K and bringing the position to 11,340 shares worth $4.71M. The position accounts for 0.23% of the portfolio, ranked #77.

Resonant Capital Advisors first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Resonant Capital Advisors held 11,340 shares of UnitedHealth worth $4.71M as of Q2 2026.
  • Resonant Capital Advisors bought 1,948 UnitedHealth shares in Q2 2026, an estimated $722K.
  • UnitedHealth made up 0.23% of Resonant Capital Advisors's portfolio in Q2 2026, its #77 holding.
  • Resonant Capital Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.