SFO
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Stenger Family Office’s UnitedHealth UNH Stock Holding History

Stenger Family Office’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 		$2.14M Sell
5,139
-999
-16% -$370K 0.34% 63
2026
Q1 		$1.66M Sell
6,138
-548
-8% -$163K 0.29% 65
2025
Q4 		$2.21M Sell
6,686
-11,608
-63% -$3.93M 0.46% 53
2025
Q3 		$6.7M Buy
18,294
+748
+4% +$226K 1.37% 16
2025
Q2 		$4.67M Buy
+17,546
New +$6.71M 1.2% 20
2024
Q4 		$4.93M Buy
+9,749
New +$5.54M 1.68% 16

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

Stenger Family Office's UNH Position: Q2 2026 in Review

Stenger Family Office reduced its UnitedHealth (UNH) stake by 16% in Q2 2026, selling an estimated $370K and leaving 5,139 shares worth $2.14M. The position accounts for 0.34% of the portfolio, ranked #63.

Stenger Family Office first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.7M in Q3 2025. 1,775 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Stenger Family Office held 5,139 shares of UnitedHealth worth $2.14M as of Q2 2026.
  • Stenger Family Office sold 999 UnitedHealth shares in Q2 2026, an estimated $370K.
  • UnitedHealth made up 0.34% of Stenger Family Office's portfolio in Q2 2026, its #63 holding.
  • Stenger Family Office first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • Stenger Family Office's UnitedHealth position peaked at $6.7M in Q3 2025.
  • 1,775 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Stenger Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.