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 		$249K Buy
600
+300
+100% +$111K 0.03% 251
2026
Q1 		$81.2K Buy
+300
New +$89.3K 0.01% 293

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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
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

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. 1,542 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.
  • 1,542 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.