UAM
UNH icon

Unison Asset Management’s UnitedHealth UNH Stock Holding History

Unison 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 		$8.9M Buy
21,421
+558
+3% +$207K 3.62% 11
2026
Q1 		$5.65M Buy
20,863
+410
+2% +$122K 2.58% 15
2025
Q4 		$6.7M Buy
20,453
+1,677
+9% +$568K 3% 15
2025
Q3 		$6.48M Hold
18,776
– – 3.03% 15
2025
Q2 		$5.86M Buy
18,776
+229
+1% +$87.5K 2.95% 16
2025
Q1 		$10.1M Buy
18,547
+256
+1% +$131K 5.94% 6
2024
Q4 		$9.25M Buy
18,291
+1,405
+8% +$798K 4.54% 9
2024
Q3 		$9.87M Sell
16,886
-25
-0.1% -$14.1K 4.69% 6
2024
Q2 		$8.61M Buy
16,911
+2,502
+17% +$1.23M 4.36% 8
2024
Q1 		$7.13M Buy
14,409
+3,374
+31% +$1.72M 3.73% 12
2023
Q4 		$5.81M Hold
11,035
– – 3.41% 12
2023
Q3 		$5.56M Buy
11,035
+130
+1% +$64K 3.66% 11
2023
Q2 		$5.24M Buy
10,905
+431
+4% +$211K 3.5% 12
2023
Q1 		$4.95M Buy
10,474
+972
+10% +$469K 3.75% 11
2022
Q4 		$5.04M Buy
9,502
+185
+2% +$98K 4.18% 9
2022
Q3 		$4.71M Buy
9,317
+93
+1% +$48.9K 4.23% 10
2022
Q2 		$4.74M Hold
9,224
– – 4.63% 6
2022
Q1 		$4.7M Hold
9,224
– – 4.04% 11
2021
Q4 		$4.63M Hold
9,224
– – 3.82% 13
2021
Q3 		$3.6M Sell
9,224
-25
-0.3% -$10.4K 3.21% 16
2021
Q2 		$3.7M Hold
9,249
– – 3.23% 16
2021
Q1 		$3.44M Hold
9,249
– – 3.18% 14
2020
Q4 		$3.24M Buy
+9,249
New +$3.1M 3.22% 12

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Unison Asset Management increased its UnitedHealth (UNH) stake by 2.7% in Q2 2026, buying an estimated $207K and bringing the position to 21,421 shares worth $8.9M. The position accounts for 3.62% of the portfolio, ranked #11.

Unison Asset Management first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.1M in Q1 2025. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Unison Asset Management held 21,421 shares of UnitedHealth worth $8.9M as of Q2 2026.
  • Unison Asset Management bought 558 UnitedHealth shares in Q2 2026, an estimated $207K.
  • UnitedHealth made up 3.62% of Unison Asset Management's portfolio in Q2 2026, its #11 holding.
  • Unison Asset Management first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Unison Asset Management's UnitedHealth position peaked at $10.1M in Q1 2025.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Unison Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.