Values Added Financial’s UnitedHealth UNH Stock Holding History

Values Added Financial’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	$521K	Buy	1,254 +158	+14%	+$58.6K	0.19%	79
2026 Q1	$297K	Buy	1,096 +24	+2%	+$7.15K	0.12%	104
2025 Q4	$354K	Sell	1,072 -37	-3%	-$12.5K	0.15%	91
2025 Q3	$383K	Buy	1,109 +4	+0.4%	+$1.21K	0.17%	84
2025 Q2	$345K	Buy	1,105 +216	+24%	+$82.6K	0.17%	89
2025 Q1	$466K	Sell	889 -24	-3%	-$12.3K	0.26%	69
2024 Q4	$462K	Sell	913 -82	-8%	-$46.6K	0.27%	68
2024 Q3	$582K	Buy	995 +35	+4%	+$19.8K	0.37%	49
2024 Q2	$489K	Buy	960 +66	+7%	+$32.3K	0.35%	54
2024 Q1	$442K	Sell	894 -165	-16%	-$83.9K	0.34%	54
2023 Q4	$558K	Buy	1,059 +162	+18%	+$86.4K	0.46%	41
2023 Q3	$452K	Sell	897 -18	-2%	-$8.86K	0.41%	48
2023 Q2	$440K	Buy	+915	New	+$447K	0.41%	51

Other funds holding UNH

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Values Added Financial's UNH Position: Q2 2026 in Review

Values Added Financial increased its UnitedHealth (UNH) stake by 14% in Q2 2026, buying an estimated $58.6K and bringing the position to 1,254 shares worth $521K. The position accounts for 0.19% of the portfolio, ranked #79.

Values Added Financial first reported a position in UNH in Q2 2023 and has held it in 13 quarters since. The position peaked at $582K in Q3 2024. 1,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Values Added Financial held 1,254 shares of UnitedHealth worth $521K as of Q2 2026.
Values Added Financial bought 158 UnitedHealth shares in Q2 2026, an estimated $58.6K.
UnitedHealth made up 0.19% of Values Added Financial's portfolio in Q2 2026, its #79 holding.
Values Added Financial first reported a position in UnitedHealth in Q2 2023 and has held it in 13 quarters since.
Values Added Financial's UnitedHealth position peaked at $582K in Q3 2024.
1,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.