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Shulman DeMeo Asset Management’s UnitedHealth UNH Stock Holding History

Shulman DeMeo Asset 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 		$332K Sell
799
-92
-10% -$34.1K 0.06% 103
2026
Q1 		$241K Buy
891
+2
+0.2% +$596 0.05% 119
2025
Q4 		$294K Sell
889
-27
-3% -$9.15K 0.07% 93
2025
Q3 		$316K Buy
916
+1
+0.1% +$302 0.07% 89
2025
Q2 		$285K Buy
915
+96
+12% +$36.7K 0.07% 93
2025
Q1 		$429K Buy
819
+4
+0.5% +$2.04K 0.12% 68
2024
Q4 		$412K Buy
815
+8
+1% +$4.54K 0.11% 74
2024
Q3 		$472K Buy
807
+3
+0.4% +$1.7K 0.12% 76
2024
Q2 		$409K Buy
804
+7
+0.9% +$3.43K 0.11% 78
2024
Q1 		$394K Buy
797
+3
+0.4% +$1.52K 0.1% 85
2023
Q4 		$418K Buy
794
+45
+6% +$24K 0.12% 78
2023
Q3 		$378K Buy
749
+3
+0.4% +$1.48K 0.13% 77
2023
Q2 		$359K Sell
746
-103
-12% -$50.4K 0.11% 86
2023
Q1 		$401K Buy
849
+21
+3% +$10.1K 0.13% 79
2022
Q4 		$439K Buy
828
+12
+1% +$6.36K 0.15% 73
2022
Q3 		$412K Buy
816
+1
+0.1% +$526 0.15% 67
2022
Q2 		$419K Buy
+815
New +$409K 0.14% 75

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

Shulman DeMeo Asset Management's UNH Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its UnitedHealth (UNH) stake by 10% in Q2 2026, selling an estimated $34.1K and leaving 799 shares worth $332K. The position accounts for 0.06% of the portfolio, ranked #103.

Shulman DeMeo Asset Management first reported a position in UNH in Q2 2022 and has held it in 17 quarters since. The position peaked at $472K in Q3 2024. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Shulman DeMeo Asset Management held 799 shares of UnitedHealth worth $332K as of Q2 2026.
  • Shulman DeMeo Asset Management sold 92 UnitedHealth shares in Q2 2026, an estimated $34.1K.
  • UnitedHealth made up 0.06% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #103 holding.
  • Shulman DeMeo Asset Management first reported a position in UnitedHealth in Q2 2022 and has held it in 17 quarters since.
  • Shulman DeMeo Asset Management's UnitedHealth position peaked at $472K in Q3 2024.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.