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Titleist Asset Management’s UnitedHealth UNH Stock Holding History

Titleist Asset 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 		$3.44M Sell
8,286
-1,465
-15% -$543K 0.23% 94
2026
Q1 		$2.64M Sell
9,751
-2,443
-20% -$728K 0.2% 101
2025
Q4 		$4.03M Buy
12,194
+1,152
+10% +$390K 0.32% 78
2025
Q3 		$3.81M Buy
11,042
+1,699
+18% +$514K 0.33% 74
2025
Q2 		$2.91M Buy
9,343
+8,030
+612% +$3.07M 0.29% 80
2025
Q1 		$687K Sell
1,313
-763
-37% -$390K 0.08% 156
2024
Q4 		$1.05M Buy
2,076
+616
+42% +$350K 0.12% 127
2024
Q3 		$854K Buy
1,460
+285
+24% +$161K 0.12% 127
2024
Q2 		$599K Buy
1,175
+272
+30% +$133K 0.09% 145
2024
Q1 		$447K Sell
903
-1,170
-56% -$595K 0.08% 167
2023
Q4 		$1.09M Sell
2,073
-206
-9% -$110K 0.2% 88
2023
Q3 		$1.15M Buy
2,279
+169
+8% +$83.2K 0.24% 85
2023
Q2 		$1.01M Buy
2,110
+537
+34% +$263K 0.2% 91
2023
Q1 		$744K Buy
+1,573
New +$759K 0.16% 111

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Titleist Asset Management's UNH Position: Q2 2026 in Review

Titleist Asset Management reduced its UnitedHealth (UNH) stake by 15% in Q2 2026, selling an estimated $543K and leaving 8,286 shares worth $3.44M. The position accounts for 0.23% of the portfolio, ranked #94.

Titleist Asset Management first reported a position in UNH in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.03M in Q4 2025. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Titleist Asset Management held 8,286 shares of UnitedHealth worth $3.44M as of Q2 2026.
  • Titleist Asset Management sold 1,465 UnitedHealth shares in Q2 2026, an estimated $543K.
  • UnitedHealth made up 0.23% of Titleist Asset Management's portfolio in Q2 2026, its #94 holding.
  • Titleist Asset Management first reported a position in UnitedHealth in Q1 2023 and has held it in 14 quarters since.
  • Titleist Asset Management's UnitedHealth position peaked at $4.03M in Q4 2025.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.