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Worth Asset Management’s UnitedHealth UNH Stock Holding History

Worth Asset Management’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 		$634K Buy
1,525
+276
+22% +$102K 0.2% 98
2026
Q1 		$338K Buy
1,249
+87
+7% +$25.9K 0.13% 138
2025
Q4 		$384K Sell
1,162
-65
-5% -$22K 0.16% 97
2025
Q3 		$424K Sell
1,227
-2
-0.2% -$605 0.19% 86
2025
Q2 		$383K Buy
1,229
+591
+93% +$226K 0.19% 80
2025
Q1 		$334K Sell
638
-235
-27% -$120K 0.18% 90
2024
Q4 		$442K Sell
873
-535
-38% -$304K 0.24% 76
2024
Q3 		$823K Buy
1,408
+757
+116% +$428K 0.45% 54
2024
Q2 		$332K Sell
651
-59
-8% -$28.9K 0.2% 83
2024
Q1 		$351K Sell
710
-3,586
-83% -$1.82M 0.22% 76
2023
Q4 		$2.26M Buy
4,296
+3,666
+582% +$1.96M 1.62% 16
2023
Q3 		$318K Sell
630
-120
-16% -$59.1K 0.26% 71
2023
Q2 		$360K Buy
750
+51
+7% +$24.9K 0.28% 60
2023
Q1 		$330K Sell
699
-26
-4% -$12.5K 0.25% 54
2022
Q4 		$384K Buy
725
+14
+2% +$7.42K 0.27% 46
2022
Q3 		$359K Sell
711
-154
-18% -$81K 0.26% 35
2022
Q2 		$444K Buy
865
+12
+1% +$6.03K 0.3% 41
2022
Q1 		$407K Buy
+853
New +$411K 0.27% 48

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Worth Asset Management's UNH Position: Q2 2026 in Review

Worth Asset Management increased its UnitedHealth (UNH) stake by 22% in Q2 2026, buying an estimated $102K and bringing the position to 1,525 shares worth $634K. The position accounts for 0.2% of the portfolio, ranked #98.

Worth Asset Management first reported a position in UNH in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.26M in Q4 2023. 576 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Worth Asset Management held 1,525 shares of UnitedHealth worth $634K as of Q2 2026.
  • Worth Asset Management bought 276 UnitedHealth shares in Q2 2026, an estimated $102K.
  • UnitedHealth made up 0.2% of Worth Asset Management's portfolio in Q2 2026, its #98 holding.
  • Worth Asset Management first reported a position in UnitedHealth in Q1 2022 and has held it in 18 quarters since.
  • Worth Asset Management's UnitedHealth position peaked at $2.26M in Q4 2023.
  • 576 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.