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Scarborough Advisors’s UnitedHealth UNH Stock Holding History

Scarborough 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 		– Sell
-147
Closed -$39.8K – 657
2026
Q1 		$39.8K Sell
147
-2
-1% -$596 ﹤0.01% 258
2025
Q4 		$49.2K Buy
149
+5
+3% +$1.69K 0.01% 153
2025
Q3 		$49.7K Sell
144
-10
-6% -$3.02K 0.01% 140
2025
Q2 		$48.1K Buy
+154
New +$58.9K 0.01% 140
2024
Q3 		– Sell
-231
Closed -$118K – 421
2024
Q2 		$118K Buy
231
+3
+1% +$1.47K 0.05% 66
2024
Q1 		$113K Hold
228
– – 0.05% 63
2023
Q4 		$120K Buy
+228
New +$122K 0.02% 101

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Scarborough Advisors's UNH Position: Q2 2026 in Review

Scarborough Advisors sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 147 shares — an estimated $39.8K sold.

Scarborough Advisors first reported a position in UNH in Q4 2023 and held it in 7 quarters. The position peaked at $120K in Q4 2023. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Scarborough Advisors reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 147 UnitedHealth shares in Q2 2026, an estimated $39.8K.
  • Scarborough Advisors first reported a position in UnitedHealth in Q4 2023 and held it in 7 quarters.
  • Scarborough Advisors's UnitedHealth position peaked at $120K in Q4 2023.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.