Williams & Novak’s UnitedHealth UNH Stock Holding History

Williams & Novak’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	$323K	Buy	776 +35	+5%	+$13K	0.21%	96
2026 Q1	$203K	Buy	741 +19	+3%	+$5.66K	0.15%	107
2025 Q4	$238K	Buy	722 +30	+4%	+$10.2K	0.18%	97
2025 Q3	$239K	Sell	692 -749	-52%	-$227K	0.18%	103
2025 Q2	$450K	Buy	1,441 +769	+114%	+$294K	0.38%	69
2025 Q1	$352K	Hold	672	–	–	0.34%	72
2024 Q4	$340K	Hold	672	–	–	0.33%	73
2024 Q3	$393K	Hold	672	–	–	0.37%	71
2024 Q2	$342K	Sell	672 -22	-3%	-$10.8K	0.32%	75
2024 Q1	$365K	Hold	694	–	–	0.42%	57
2023 Q4	$365K	Buy	+694	New	+$370K	0.42%	57

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Williams & Novak's UNH Position: Q2 2026 in Review

Williams & Novak increased its UnitedHealth (UNH) stake by 4.7% in Q2 2026, buying an estimated $13K and bringing the position to 776 shares worth $323K. The position accounts for 0.21% of the portfolio, ranked #96.

Williams & Novak first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $450K in Q2 2025. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Williams & Novak held 776 shares of UnitedHealth worth $323K as of Q2 2026.
Williams & Novak bought 35 UnitedHealth shares in Q2 2026, an estimated $13K.
UnitedHealth made up 0.21% of Williams & Novak's portfolio in Q2 2026, its #96 holding.
Williams & Novak first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Williams & Novak's UnitedHealth position peaked at $450K in Q2 2025.
1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.