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Yousif Capital Management’s UnitedHealth UNH Stock Holding History

Yousif Capital 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 		$35.2M Sell
84,606
-6,436
-7% -$2.39M 0.39% 36
2026
Q1 		$24.6M Sell
91,042
-1,690
-2% -$503K 0.29% 52
2025
Q4 		$31.4M Sell
92,732
-3,162
-3% -$1.07M 0.34% 39
2025
Q3 		$33.1M Sell
95,894
-4,138
-4% -$1.25M 0.35% 37
2025
Q2 		$31.2M Sell
100,032
-1,770
-2% -$676K 0.34% 40
2025
Q1 		$53.3M Sell
101,802
-2,585
-2% -$1.32M 0.62% 19
2024
Q4 		$52.8M Sell
104,387
-2,542
-2% -$1.44M 0.58% 19
2024
Q3 		$62.5M Sell
106,929
-1,378
-1% -$779K 0.68% 14
2024
Q2 		$55.2M Sell
108,307
-2,621
-2% -$1.28M 0.62% 15
2024
Q1 		$54.9M Sell
110,928
-2,541
-2% -$1.29M 0.61% 17
2023
Q4 		$59.7M Sell
113,469
-5,736
-5% -$3.06M 0.7% 13
2023
Q3 		$60.1M Sell
119,205
-4,946
-4% -$2.43M 0.76% 12
2023
Q2 		$59.7M Buy
124,151
+2,338
+2% +$1.14M 0.73% 14
2023
Q1 		$57.6M Sell
121,813
-6,608
-5% -$3.19M 0.75% 14
2022
Q4 		$68.1M Buy
128,421
+1,691
+1% +$896K 0.89% 9
2022
Q3 		$64M Sell
126,730
-2,695
-2% -$1.42M 0.91% 10
2022
Q2 		$66.5M Sell
129,425
-4,839
-4% -$2.43M 0.88% 10
2022
Q1 		$68.5M Buy
134,264
+2,214
+2% +$1.07M 0.74% 13
2021
Q4 		$66.3M Buy
+132,050
New +$59.8M 0.69% 14

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
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

Yousif Capital Management's UNH Position: Q2 2026 in Review

Yousif Capital Management reduced its UnitedHealth (UNH) stake by 7.1% in Q2 2026, selling an estimated $2.39M and leaving 84,606 shares worth $35.2M. The position accounts for 0.39% of the portfolio, ranked #36.

Yousif Capital Management first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $68.5M in Q1 2022. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Yousif Capital Management held 84,606 shares of UnitedHealth worth $35.2M as of Q2 2026.
  • Yousif Capital Management sold 6,436 UnitedHealth shares in Q2 2026, an estimated $2.39M.
  • UnitedHealth made up 0.39% of Yousif Capital Management's portfolio in Q2 2026, its #36 holding.
  • Yousif Capital Management first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's UnitedHealth position peaked at $68.5M in Q1 2022.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.