WA
UNH icon

Waddell & Associates’s UnitedHealth UNH Stock Holding History

Waddell & Associates’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 		$1.52M Buy
3,667
+1,380
+60% +$511K 0.08% 85
2026
Q1 		$619K Buy
2,287
+559
+32% +$166K 0.03% 187
2025
Q4 		$571K Sell
1,728
-236
-12% -$80K 0.04% 149
2025
Q3 		$678K Buy
1,964
+293
+18% +$88.6K 0.06% 102
2025
Q2 		$521K Buy
1,671
+664
+66% +$254K 0.06% 106
2025
Q1 		$528K Sell
1,007
-1
-0.1% -$511 0.06% 79
2024
Q4 		$510K Buy
1,008
+3
+0.3% +$1.71K 0.05% 80
2024
Q3 		$588K Hold
1,005
– – 0.07% 71
2024
Q2 		$512K Buy
1,005
+50
+5% +$24.5K 0.07% 73
2024
Q1 		$473K Sell
955
-680
-42% -$346K 0.06% 75
2023
Q4 		$861K Buy
1,635
+39
+2% +$20.8K 0.12% 53
2023
Q3 		$805K Hold
1,596
– – 0.12% 59
2023
Q2 		$767K Buy
1,596
+13
+0.8% +$6.36K 0.11% 58
2023
Q1 		$748K Sell
1,583
-34
-2% -$16.4K 0.12% 57
2022
Q4 		$858K Buy
1,617
+572
+55% +$303K 0.14% 50
2022
Q3 		$528K Sell
1,045
-7
-0.7% -$3.68K 0.1% 64
2022
Q2 		$541K Buy
1,052
+70
+7% +$35.2K 0.11% 65
2022
Q1 		$501K Hold
982
– – 0.08% 65
2021
Q4 		$493K Hold
982
– – 0.08% 68
2021
Q3 		$384K Hold
982
– – 0.07% 76
2021
Q2 		$393 Buy
+982
New +$392K 0.06% 76

Other funds holding UNH

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Waddell & Associates's UNH Position: Q2 2026 in Review

Waddell & Associates increased its UnitedHealth (UNH) stake by 60% in Q2 2026, buying an estimated $511K and bringing the position to 3,667 shares worth $1.52M. The position accounts for 0.08% of the portfolio, ranked #85.

Waddell & Associates first reported a position in UNH in Q2 2021 and has held it in 21 quarters since. 1,176 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Waddell & Associates held 3,667 shares of UnitedHealth worth $1.52M as of Q2 2026.
  • Waddell & Associates bought 1,380 UnitedHealth shares in Q2 2026, an estimated $511K.
  • UnitedHealth made up 0.08% of Waddell & Associates's portfolio in Q2 2026, its #85 holding.
  • Waddell & Associates first reported a position in UnitedHealth in Q2 2021 and has held it in 21 quarters since.
  • 1,176 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.