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Wendell David Associates’s UnitedHealth UNH Stock Holding History

Wendell David 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 		$319K Hold
767
– – 0.03% 137
2026
Q1 		$208K Hold
767
– – 0.02% 147
2025
Q4 		$253K Buy
767
+87
+13% +$29.5K 0.03% 139
2025
Q3 		$235K Sell
680
-75
-10% -$22.7K 0.02% 145
2025
Q2 		$236K Sell
755
-32
-4% -$12.2K 0.02% 143
2025
Q1 		$412K Hold
787
– – 0.04% 126
2024
Q4 		$398K Hold
787
– – 0.04% 127
2024
Q3 		$460K Hold
787
– – 0.04% 123
2024
Q2 		$401K Hold
787
– – 0.04% 124
2024
Q1 		$389K Sell
787
-60
-7% -$30.5K 0.04% 128
2023
Q4 		$446K Buy
847
+10
+1% +$5.33K 0.05% 122
2023
Q3 		$422K Sell
837
-42
-5% -$20.7K 0.05% 118
2023
Q2 		$422K Hold
879
– – 0.05% 114
2023
Q1 		$415K Hold
879
– – 0.05% 113
2022
Q4 		$466K Buy
879
+16
+2% +$8.47K 0.06% 113
2022
Q3 		$436K Buy
863
+48
+6% +$25.2K 0.06% 111
2022
Q2 		$419K Sell
815
-17
-2% -$8.54K 0.05% 116
2022
Q1 		$424K Hold
832
– – 0.05% 117
2021
Q4 		$418K Sell
832
-44
-5% -$19.9K 0.04% 122
2021
Q3 		$342K Buy
876
+197
+29% +$81.6K 0.04% 130
2021
Q2 		$272K Sell
679
-13
-2% -$5.18K 0.03% 142
2021
Q1 		$257K Buy
692
+48
+7% +$16.6K 0.03% 137
2020
Q4 		$226K Buy
+644
New +$216K 0.03% 142

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

Wendell David Associates's UNH Position: Q2 2026 in Review

Wendell David Associates held its UnitedHealth (UNH) position steady in Q2 2026 at 767 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #137.

Wendell David Associates first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $466K in Q4 2022. 1,266 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Wendell David Associates held 767 shares of UnitedHealth worth $319K as of Q2 2026.
  • Wendell David Associates left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.03% of Wendell David Associates's portfolio in Q2 2026, its #137 holding.
  • Wendell David Associates first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Wendell David Associates's UnitedHealth position peaked at $466K in Q4 2022.
  • 1,266 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.