Zions Bancorporation, National Association’s UnitedHealth UNH Stock Holding History

Zions Bancorporation, National Association’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	$1.08M	Sell	2,592 -113	-4%	-$41.9K	0.06%	152
2026 Q1	$732K	Sell	2,705 -3,882	-59%	-$1.16M	0.05%	213
2025 Q4	$2.17M	Buy	6,587 +2,186	+50%	+$741K	0.1%	138
2025 Q3	$1.52M	Sell	4,401 -13,936	-76%	-$4.21M	0.08%	174
2025 Q2	$5.72M	Sell	18,337 -2,408	-12%	-$920K	0.31%	63
2025 Q1	$10.9M	Buy	+20,745	New	+$10.6M	0.69%	23

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Zions Bancorporation, National Association's UNH Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its UnitedHealth (UNH) stake by 4.2% in Q2 2026, selling an estimated $41.9K and leaving 2,592 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #152.

Zions Bancorporation, National Association first reported a position in UNH in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.9M in Q1 2025. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Zions Bancorporation, National Association held 2,592 shares of UnitedHealth worth $1.08M as of Q2 2026.
Zions Bancorporation, National Association sold 113 UnitedHealth shares in Q2 2026, an estimated $41.9K.
UnitedHealth made up 0.06% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #152 holding.
Zions Bancorporation, National Association first reported a position in UnitedHealth in Q1 2025 and has held it in 6 quarters since.
Zions Bancorporation, National Association's UnitedHealth position peaked at $10.9M in Q1 2025.
1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.