Stonekeep Investments’s UnitedHealth UNH Stock Holding History

Stonekeep 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	$543K	Buy	1,307 +117	+10%	+$43.4K	0.32%	40
2026 Q1	$322K	Buy	1,190 +363	+44%	+$108K	0.21%	46
2025 Q4	$273K	Sell	827 -119	-13%	-$40.3K	0.17%	52
2025 Q3	$327K	Hold	946	–	–	0.21%	51
2025 Q2	$295K	Buy	946 +68	+8%	+$26K	0.2%	54
2025 Q1	$460K	Buy	878 +32	+4%	+$16.4K	0.34%	37
2024 Q4	$428K	Sell	846 -17	-2%	-$9.66K	0.32%	33
2024 Q3	$505K	Buy	863 +7	+0.8%	+$3.96K	0.39%	31
2024 Q2	$436K	Buy	+856	New	+$420K	0.35%	32

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Stonekeep Investments's UNH Position: Q2 2026 in Review

Stonekeep Investments increased its UnitedHealth (UNH) stake by 9.8% in Q2 2026, buying an estimated $43.4K and bringing the position to 1,307 shares worth $543K. The position accounts for 0.32% of the portfolio, ranked #40.

Stonekeep Investments first reported a position in UNH in Q2 2024 and has held it in 9 quarters since. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Stonekeep Investments held 1,307 shares of UnitedHealth worth $543K as of Q2 2026.
Stonekeep Investments bought 117 UnitedHealth shares in Q2 2026, an estimated $43.4K.
UnitedHealth made up 0.32% of Stonekeep Investments's portfolio in Q2 2026, its #40 holding.
Stonekeep Investments first reported a position in UnitedHealth in Q2 2024 and has held it in 9 quarters since.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Stonekeep Investments's 13F filing for Q2 2026, filed 10 Jul 2026.