Systematic Alpha Investments’s UnitedHealth UNH Stock Holding History

Systematic Alpha 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	$23.8M	Hold	57,323	–	–	0.64%	35
2026 Q1	$15.5M	Hold	57,323	–	–	0.55%	37
2025 Q4	$18.9M	Hold	57,323	–	–	0.59%	32
2025 Q3	$19.8M	Hold	57,323	–	–	0.65%	33
2025 Q2	$17.9M	Hold	57,323	–	–	0.64%	34
2025 Q1	$30M	Hold	57,323	–	–	1.15%	20
2024 Q4	$29M	Hold	57,323	–	–	1.07%	23
2024 Q3	$33.5M	Hold	57,323	–	–	1.22%	16
2024 Q2	$29.2M	Hold	57,323	–	–	1.11%	20
2024 Q1	$28.4M	Hold	57,323	–	–	1.14%	21
2023 Q4	$30.2M	Hold	57,323	–	–	1.35%	17
2023 Q3	$28.9M	Hold	57,323	–	–	1.44%	15
2023 Q2	$27.6M	Hold	57,323	–	–	1.34%	18
2023 Q1	$27.1M	Sell	57,323 -1,000	-2%	-$483K	1.42%	15
2022 Q4	$30.9M	Hold	58,323	–	–	1.57%	12
2022 Q3	$29.5M	Hold	58,323	–	–	1.78%	11
2022 Q2	$30M	Buy	58,323 +1,000	+2%	+$502K	1.7%	11
2022 Q1	$29.2M	Hold	57,323	–	–	1.42%	16
2021 Q4	$28.8M	Hold	57,323	–	–	1.34%	17
2021 Q3	$26.4M	Hold	57,323	–	–	1.16%	19
2021 Q2	$23.6M	Buy	57,323 +3,376	+6%	+$1.35M	1.07%	21
2021 Q1	$20.1M	Hold	53,947	–	–	1.29%	18
2020 Q4	$18.9M	Buy	+53,947	New	+$18.1M	2.06%	15

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Systematic Alpha Investments's UNH Position: Q2 2026 in Review

Systematic Alpha Investments held its UnitedHealth (UNH) position steady in Q2 2026 at 57,323 shares worth $23.8M. The position accounts for 0.64% of the portfolio, ranked #35.

Systematic Alpha Investments first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $33.5M in Q3 2024. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Systematic Alpha Investments held 57,323 shares of UnitedHealth worth $23.8M as of Q2 2026.
Systematic Alpha Investments left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.64% of Systematic Alpha Investments's portfolio in Q2 2026, its #35 holding.
Systematic Alpha Investments first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
Systematic Alpha Investments's UnitedHealth position peaked at $33.5M in Q3 2024.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Systematic Alpha Investments's 13F filing for Q2 2026, filed 13 Aug 2026.