UIA
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Ulland Investment Advisors’s UnitedHealth UNH Stock Holding History

Ulland Investment Advisors’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 		$2.46M Sell
5,924
-105
-2% -$38.9K 1.82% 14
2026
Q1 		$1.63M Sell
6,029
-394
-6% -$117K 1.4% 20
2025
Q4 		$2.12M Sell
6,423
-1,108
-15% -$375K 1.7% 17
2025
Q3 		$2.6M Buy
7,531
+90
+1% +$27.2K 1.96% 15
2025
Q2 		$2.32M Sell
7,441
-1,915
-20% -$732K 1.77% 18
2025
Q1 		$4.9M Sell
9,356
-3,129
-25% -$1.6M 4.1% 6
2024
Q4 		$6.32M Buy
12,485
+153
+1% +$86.9K 4.03% 10
2024
Q3 		$7.21M Sell
12,332
-483
-4% -$273K 5.28% 7
2024
Q2 		$6.53M Sell
12,815
-191
-1% -$93.6K 4.54% 7
2024
Q1 		$6.43M Sell
13,006
-243
-2% -$124K 5.14% 6
2023
Q4 		$6.97M Sell
13,249
-210
-2% -$112K 7.03% 3
2023
Q3 		$6.79M Sell
13,459
-111
-0.8% -$54.6K 7.46% 1
2023
Q2 		$6.52M Buy
13,570
+129
+1% +$63.1K 6.7% 2
2023
Q1 		$6.35M Sell
13,441
-200
-1% -$96.5K 7.46% 1
2022
Q4 		$7.23M Sell
13,641
-214
-2% -$113K 8.64% 1
2022
Q3 		$7M Sell
13,855
-20
-0.1% -$10.5K 7.64% 1
2022
Q2 		$7.13M Sell
13,875
-902
-6% -$453K 7.3% 1
2022
Q1 		$7.54M Buy
14,777
+154
+1% +$74.3K 5.65% 4
2021
Q4 		$7.34M Buy
+14,623
New +$6.62M 4.68% 4

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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
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

Ulland Investment Advisors's UNH Position: Q2 2026 in Review

Ulland Investment Advisors reduced its UnitedHealth (UNH) stake by 1.7% in Q2 2026, selling an estimated $38.9K and leaving 5,924 shares worth $2.46M. The position accounts for 1.82% of the portfolio, ranked #14.

Ulland Investment Advisors first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.54M in Q1 2022. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Ulland Investment Advisors held 5,924 shares of UnitedHealth worth $2.46M as of Q2 2026.
  • Ulland Investment Advisors sold 105 UnitedHealth shares in Q2 2026, an estimated $38.9K.
  • UnitedHealth made up 1.82% of Ulland Investment Advisors's portfolio in Q2 2026, its #14 holding.
  • Ulland Investment Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Ulland Investment Advisors's UnitedHealth position peaked at $7.54M in Q1 2022.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.