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Scharf Investments’s UnitedHealth UNH Stock Holding History

Scharf Investments’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 		$78.9M Buy
189,754
+15,152
+9% +$5.62M 2.61% 17
2026
Q1 		$47.2M Sell
174,602
-4,370
-2% -$1.3M 1.46% 30
2025
Q4 		$59.1M Buy
178,972
+143,122
+399% +$48.5M 1.59% 29
2025
Q3 		$12.4M Buy
35,850
+6,385
+22% +$1.93M 0.31% 35
2025
Q2 		$9.19M Buy
+29,465
New +$11.3M 0.26% 29
2024
Q4 		– Sell
-3,954
Closed -$2.31M – 74
2024
Q3 		$2.31M Buy
3,954
+65
+2% +$36.8K 0.06% 38
2024
Q2 		$1.98M Buy
3,889
+161
+4% +$78.9K 0.06% 40
2024
Q1 		$1.84M Buy
3,728
+224
+6% +$114K 0.05% 41
2023
Q4 		$1.84M Buy
3,504
+155
+5% +$82.7K 0.05% 36
2023
Q3 		$1.69M Buy
3,349
+28
+0.8% +$13.8K 0.05% 35
2023
Q2 		$1.6M Buy
3,321
+348
+12% +$170K 0.05% 38
2023
Q1 		$1.41M Buy
2,973
+704
+31% +$340K 0.04% 36
2022
Q4 		$1.2M Buy
2,269
+75
+3% +$39.7K 0.04% 37
2022
Q3 		$1.11M Buy
2,194
+446
+26% +$235K 0.04% 36
2022
Q2 		$898K Sell
1,748
-31
-2% -$15.6K 0.03% 41
2022
Q1 		$907K Buy
1,779
+118
+7% +$56.9K 0.03% 41
2021
Q4 		$834K Buy
+1,661
New +$752K 0.02% 48

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Scharf Investments's UNH Position: Q2 2026 in Review

Scharf Investments increased its UnitedHealth (UNH) stake by 8.7% in Q2 2026, buying an estimated $5.62M and bringing the position to 189,754 shares worth $78.9M. The position accounts for 2.61% of the portfolio, ranked #17.

Scharf Investments first reported a position in UNH in Q4 2021 and has held it in 17 quarters since. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Scharf Investments held 189,754 shares of UnitedHealth worth $78.9M as of Q2 2026.
  • Scharf Investments bought 15,152 UnitedHealth shares in Q2 2026, an estimated $5.62M.
  • UnitedHealth made up 2.61% of Scharf Investments's portfolio in Q2 2026, its #17 holding.
  • Scharf Investments first reported a position in UnitedHealth in Q4 2021 and has held it in 17 quarters since.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.