VP
UNH icon

Verum Partners’s UnitedHealth UNH Stock Holding History

Verum Partners’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 		$722K Buy
1,738
+265
+18% +$98.2K 0.11% 97
2026
Q1 		$399K Buy
1,473
+237
+19% +$70.6K 0.08% 120
2025
Q4 		$408K Sell
1,236
-438
-26% -$148K 0.08% 112
2025
Q3 		$578K Buy
1,674
+134
+9% +$40.5K 0.12% 93
2025
Q2 		$481K Buy
1,540
+28
+2% +$10.7K 0.11% 101
2025
Q1 		$792K Sell
1,512
-58
-4% -$29.6K 0.21% 61
2024
Q4 		$794K Sell
1,570
-5
-0.3% -$2.84K 0.23% 62
2024
Q3 		$921K Buy
1,575
+44
+3% +$24.9K 0.27% 60
2024
Q2 		$780K Sell
1,531
-7
-0.5% -$3.43K 0.25% 61
2024
Q1 		$761K Sell
1,538
-17
-1% -$8.64K 0.27% 63
2023
Q4 		$819K Sell
1,555
-14
-0.9% -$7.47K 0.32% 60
2023
Q3 		$791K Buy
1,569
+63
+4% +$31K 0.35% 59
2023
Q2 		$724K Buy
1,506
+394
+35% +$193K 0.66% 33
2023
Q1 		$526K Sell
1,112
-14
-1% -$6.76K 0.56% 38
2022
Q4 		$597K Buy
+1,126
New +$596K 0.73% 36

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Verum Partners's UNH Position: Q2 2026 in Review

Verum Partners increased its UnitedHealth (UNH) stake by 18% in Q2 2026, buying an estimated $98.2K and bringing the position to 1,738 shares worth $722K. The position accounts for 0.11% of the portfolio, ranked #97.

Verum Partners first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $921K in Q3 2024. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Verum Partners held 1,738 shares of UnitedHealth worth $722K as of Q2 2026.
  • Verum Partners bought 265 UnitedHealth shares in Q2 2026, an estimated $98.2K.
  • UnitedHealth made up 0.11% of Verum Partners's portfolio in Q2 2026, its #97 holding.
  • Verum Partners first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Verum Partners's UnitedHealth position peaked at $921K in Q3 2024.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.