Stephenson & Company’s UnitedHealth UNH Stock Holding History

Stephenson & Company’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	$282K	Buy	+679	New	+$252K	0.13%	36
2026 Q1	–	Sell	-678	Closed	-$224K	–	47
2025 Q4	$224K	Hold	678	–	–	0.12%	39
2025 Q3	$234K	Hold	678	–	–	0.13%	38
2025 Q2	$211K	Buy	678 +37	+6%	+$14.1K	0.13%	37
2025 Q1	$336K	Buy	641 +10	+2%	+$5.11K	0.22%	22
2024 Q4	$319K	Buy	631 +2	+0.3%	+$1.14K	0.21%	24
2024 Q3	$368K	Hold	629	–	–	0.25%	21
2024 Q2	$320K	Hold	629	–	–	0.24%	23
2024 Q1	$311K	Sell	629 -4	-0.6%	-$2.03K	0.23%	24
2023 Q4	$333K	Buy	+633	New	+$338K	0.28%	22

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Stephenson & Company's UNH Position: Q2 2026 in Review

Stephenson & Company opened a new position in UnitedHealth (UNH) in Q2 2026: 679 shares worth $282K. The stake represents 0.13% of the portfolio and ranks #36 among its holdings. This is a return to the name: Stephenson & Company previously reported a position in UNH as recently as Q4 2025.

Stephenson & Company first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $368K in Q3 2024. 1,635 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Stephenson & Company held 679 shares of UnitedHealth worth $282K as of Q2 2026.
UnitedHealth was a new Stephenson & Company position in Q2 2026.
UnitedHealth made up 0.13% of Stephenson & Company's portfolio in Q2 2026, its #36 holding.
Stephenson & Company first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Stephenson & Company's UnitedHealth position peaked at $368K in Q3 2024.
1,635 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Stephenson & Company's 13F filing for Q2 2026, filed 28 Jul 2026.