ZI
UNH icon

ZEGA Investments’s UnitedHealth UNH Stock Holding History

ZEGA Investments’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 		$5.09M Buy
12,243
+1,041
+9% +$386K 0.52% 30
2026
Q1 		$3.03M Sell
11,202
-74
-0.7% -$22K 0.34% 38
2025
Q4 		$3.72M Buy
11,276
+629
+6% +$213K 0.44% 36
2025
Q3 		$3.68M Sell
10,647
-7
-0.1% -$2.12K 0.49% 32
2025
Q2 		$3.32M Buy
10,654
+584
+6% +$223K 0.45% 33
2025
Q1 		$5.27M Buy
10,070
+9
+0.1% +$4.6K 0.8% 20
2024
Q4 		$5.36M Buy
+10,061
New +$5.72M 1.35% 14

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

ZEGA Investments's UNH Position: Q2 2026 in Review

ZEGA Investments increased its UnitedHealth (UNH) stake by 9.3% in Q2 2026, buying an estimated $386K and bringing the position to 12,243 shares worth $5.09M. The position accounts for 0.52% of the portfolio, ranked #30.

ZEGA Investments first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.36M in Q4 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • ZEGA Investments held 12,243 shares of UnitedHealth worth $5.09M as of Q2 2026.
  • ZEGA Investments bought 1,041 UnitedHealth shares in Q2 2026, an estimated $386K.
  • UnitedHealth made up 0.52% of ZEGA Investments's portfolio in Q2 2026, its #30 holding.
  • ZEGA Investments first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • ZEGA Investments's UnitedHealth position peaked at $5.36M in Q4 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.