Verity Asset Management’s UnitedHealth UNH Stock Holding History

Verity 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	$290K	Buy	+698	New	+$259K	0.11%	190
2026 Q1	–	Sell	-925	Closed	-$305K	–	259
2025 Q4	$305K	Buy	+925	New	+$313K	0.13%	184
2025 Q2	–	Sell	-445	Closed	-$233K	–	216
2025 Q1	$233K	Sell	445 -116	-21%	-$59.3K	0.09%	174
2024 Q4	$223K	Sell	561 -50	-8%	-$28.4K	0.13%	172
2024 Q3	$357K	Buy	611 +2	+0.3%	+$1.13K	0.13%	137
2024 Q2	$311K	Buy	609 +80	+15%	+$39.2K	0.12%	141
2024 Q1	$262K	Buy	529 +1	+0.2%	+$508	0.15%	161
2023 Q4	$278K	Hold	528	–	–	0.18%	136
2023 Q3	$266K	Buy	528 +4	+0.8%	+$1.97K	0.2%	135
2023 Q2	$252K	Sell	524 -9	-2%	-$4.4K	0.19%	141
2023 Q1	$252K	Buy	533 +21	+4%	+$10.1K	0.15%	141
2022 Q4	$272K	Buy	+512	New	+$271K	0.23%	130
2022 Q1	$237K	Sell	465 -28	-6%	-$13.5K	0.15%	176
2021 Q4	$247K	Buy	+493	New	+$223K	0.15%	163
2021 Q3	–	Sell	-603	Closed	-$242K	–	233
2021 Q2	$242K	Buy	+603	New	+$240K	0.13%	191
2018 Q4	–	Sell	-7,024	Closed	-$1.87M	–	148
2018 Q3	$1.87M	Sell	7,024 -348	-5%	-$90.5K	1.84%	13
2018 Q2	$1.81M	Buy	+7,372	New	+$1.77M	1.63%	16
2015 Q1	–	Sell	-8,089	Closed	-$817K	–	106
2014 Q4	$817K	Buy	8,089 +994	+14%	+$94.2K	0.79%	36
2014 Q3	$611K	Buy	7,095 +1,278	+22%	+$108K	0.69%	36
2014 Q2	$475K	Buy	5,817 +1,206	+26%	+$94.9K	0.52%	35
2014 Q1	$377K	Buy	4,611 +1,588	+53%	+$120K	0.39%	39
2013 Q4	$228K	Buy	+3,023	New	+$217K	0.25%	47

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

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

Verity Asset Management opened a new position in UnitedHealth (UNH) in Q2 2026: 698 shares worth $290K. The stake represents 0.11% of the portfolio and ranks #190 among its holdings. This is a return to the name: Verity Asset Management previously reported a position in UNH as recently as Q4 2025.

Verity Asset Management first reported a position in UNH in Q4 2013 and has held it in 22 quarters since. The position peaked at $1.87M in Q3 2018. 3,384 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Verity Asset Management held 698 shares of UnitedHealth worth $290K as of Q2 2026.
UnitedHealth was a new Verity Asset Management position in Q2 2026.
UnitedHealth made up 0.11% of Verity Asset Management's portfolio in Q2 2026, its #190 holding.
Verity Asset Management first reported a position in UnitedHealth in Q4 2013 and has held it in 22 quarters since.
Verity Asset Management's UnitedHealth position peaked at $1.87M in Q3 2018.
3,384 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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