Woodward Diversified Capital’s UnitedHealth UNH Stock Holding History

Woodward Diversified Capital’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	$749K	Buy	1,802 +83	+5%	+$30.8K	0.33%	75
2026 Q1	$558K	Sell	1,719 -35	-2%	-$10.4K	0.25%	93
2025 Q4	$579K	Buy	1,754 +95	+6%	+$32.2K	0.27%	90
2025 Q3	$573K	Buy	1,659 +355	+27%	+$107K	0.27%	93
2025 Q2	$407K	Buy	1,304 +404	+45%	+$154K	0.21%	108
2025 Q1	$471K	Buy	900 +67	+8%	+$34.3K	0.33%	73
2024 Q4	$421K	Sell	833 -549	-40%	-$312K	0.31%	73
2024 Q3	$808K	Buy	1,382 +769	+125%	+$435K	0.51%	58
2024 Q2	$312K	Buy	613 +97	+19%	+$47.5K	0.18%	121
2024 Q1	$255K	Buy	516 +126	+32%	+$64.1K	0.16%	136
2023 Q4	$205K	Sell	390 -24	-6%	-$12.8K	0.13%	147
2023 Q3	$209K	Buy	+414	New	+$204K	0.15%	141

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Woodward Diversified Capital's UNH Position: Q2 2026 in Review

Woodward Diversified Capital increased its UnitedHealth (UNH) stake by 4.8% in Q2 2026, buying an estimated $30.8K and bringing the position to 1,802 shares worth $749K. The position accounts for 0.33% of the portfolio, ranked #75.

Woodward Diversified Capital first reported a position in UNH in Q3 2023 and has held it in 12 quarters since. The position peaked at $808K in Q3 2024. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Woodward Diversified Capital held 1,802 shares of UnitedHealth worth $749K as of Q2 2026.
Woodward Diversified Capital bought 83 UnitedHealth shares in Q2 2026, an estimated $30.8K.
UnitedHealth made up 0.33% of Woodward Diversified Capital's portfolio in Q2 2026, its #75 holding.
Woodward Diversified Capital first reported a position in UnitedHealth in Q3 2023 and has held it in 12 quarters since.
Woodward Diversified Capital's UnitedHealth position peaked at $808K in Q3 2024.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.