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Studio Investment Management’s UnitedHealth UNH Stock Holding History

Studio Investment 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 		$3.17M Buy
7,619
+16
+0.2% +$5.93K 0.54% 38
2026
Q1 		$2.06M Sell
7,603
-127
-2% -$37.8K 0.37% 52
2025
Q4 		$2.55M Buy
7,730
+102
+1% +$34.6K 0.47% 43
2025
Q3 		$2.63M Buy
7,628
+201
+3% +$60.8K 0.5% 43
2025
Q2 		$2.32M Buy
7,427
+165
+2% +$63.1K 0.47% 46
2025
Q1 		$3.8M Buy
7,262
+44
+0.6% +$22.5K 0.79% 32
2024
Q4 		$3.65M Sell
7,218
-933
-11% -$530K 0.78% 36
2024
Q3 		$4.77M Buy
8,151
+106
+1% +$60K 1% 26
2024
Q2 		$4.1M Buy
8,045
+497
+7% +$244K 0.93% 33
2024
Q1 		$3.73M Buy
7,548
+13
+0.2% +$6.61K 0.89% 35
2023
Q4 		$3.97M Sell
7,535
-383
-5% -$204K 1.01% 29
2023
Q3 		$3.99M Buy
7,918
+1,084
+16% +$533K 1.11% 23
2023
Q2 		$3.28M Buy
6,834
+743
+12% +$363K 0.92% 30
2023
Q1 		$2.88M Sell
6,091
-374
-6% -$180K 0.87% 34
2022
Q4 		$3.43M Sell
6,465
-197
-3% -$104K 1.11% 27
2022
Q3 		$3.36M Sell
6,662
-930
-12% -$489K 1.21% 23
2022
Q2 		$3.9M Sell
7,592
-425
-5% -$213K 1.35% 20
2022
Q1 		$4.09M Sell
8,017
-240
-3% -$116K 1.35% 18
2021
Q4 		$4.15M Sell
8,257
-788
-9% -$357K 1.49% 16
2021
Q3 		$3.53M Buy
+9,045
New +$3.75M 1.51% 19

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

Studio Investment Management's UNH Position: Q2 2026 in Review

Studio Investment Management increased its UnitedHealth (UNH) stake by 0.21% in Q2 2026, buying an estimated $5.93K and bringing the position to 7,619 shares worth $3.17M. The position accounts for 0.54% of the portfolio, ranked #38.

Studio Investment Management first reported a position in UNH in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.77M in Q3 2024. 1,742 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Studio Investment Management held 7,619 shares of UnitedHealth worth $3.17M as of Q2 2026.
  • Studio Investment Management bought 16 UnitedHealth shares in Q2 2026, an estimated $5.93K.
  • UnitedHealth made up 0.54% of Studio Investment Management's portfolio in Q2 2026, its #38 holding.
  • Studio Investment Management first reported a position in UnitedHealth in Q3 2021 and has held it in 20 quarters since.
  • Studio Investment Management's UnitedHealth position peaked at $4.77M in Q3 2024.
  • 1,742 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.