Y-Intercept (HK)’s UnitedHealth UNH Stock Holding History

Y-Intercept (HK)’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	$14.6M	Buy	+35,009	New	+$13M	0.29%	43
2026 Q1	–	Sell	-27,100	Closed	-$8.95M	–	2076
2025 Q4	$8.95M	Buy	+27,100	New	+$9.18M	0.2%	86
2025 Q3	–	Sell	-99,543	Closed	-$31.1M	–	2068
2025 Q2	$31.1M	Buy	99,543 +98,932	+16,192%	+$37.8M	0.76%	2
2025 Q1	$320K	Sell	611 -7,841	-93%	-$4.01M	0.02%	886
2024 Q4	$4.28M	Buy	8,452 +2,483	+42%	+$1.41M	0.29%	68
2024 Q3	$3.49M	Sell	5,969 -14,944	-71%	-$8.45M	0.21%	95
2024 Q2	$10.7M	Buy	+20,913	New	+$10.3M	0.58%	12
2024 Q1	–	Sell	-891	Closed	-$469K	–	1779
2023 Q4	$469K	Buy	+891	New	+$475K	0.04%	628
2023 Q3	–	Sell	-6,031	Closed	-$2.9M	–	1631
2023 Q2	$2.9M	Buy	+6,031	New	+$2.95M	0.31%	58
2022 Q4	–	Sell	-2,535	Closed	-$1.28M	–	1364
2022 Q3	$1.28M	Buy	+2,535	New	+$1.33M	0.13%	239
2021 Q3	–	Sell	-11,088	Closed	-$4.44M	–	922
2021 Q2	$4.44M	Buy	11,088 +6,531	+143%	+$2.6M	1.13%	6
2021 Q1	$1.7M	Buy	+4,557	New	+$1.58M	0.46%	38

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

Y-Intercept (HK)'s UNH Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in UnitedHealth (UNH) in Q2 2026: 35,009 shares worth $14.6M. The stake represents 0.29% of the portfolio and ranks #43 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in UNH as recently as Q4 2025.

Y-Intercept (HK) first reported a position in UNH in Q1 2021 and has held it in 12 quarters since. The position peaked at $31.1M in Q2 2025. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Y-Intercept (HK) held 35,009 shares of UnitedHealth worth $14.6M as of Q2 2026.
UnitedHealth was a new Y-Intercept (HK) position in Q2 2026.
UnitedHealth made up 0.29% of Y-Intercept (HK)'s portfolio in Q2 2026, its #43 holding.
Y-Intercept (HK) first reported a position in UnitedHealth in Q1 2021 and has held it in 12 quarters since.
Y-Intercept (HK)'s UnitedHealth position peaked at $31.1M in Q2 2025.
1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.