AP
UNH icon

Appleton Partners’s UnitedHealth UNH Stock Holding History

Appleton Partners’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 		$16.9M Sell
40,664
-946
-2% -$351K 1.04% 23
2026
Q1 		$11.3M Sell
41,610
-1,247
-3% -$371K 0.79% 38
2025
Q4 		$14.1M Sell
42,857
-2,888
-6% -$979K 0.93% 31
2025
Q3 		$15.8M Sell
45,745
-4,633
-9% -$1.4M 1.06% 27
2025
Q2 		$15.7M Buy
50,378
+13,458
+36% +$5.14M 1.11% 24
2025
Q1 		$19.3M Buy
36,920
+77
+0.2% +$39.4K 1.49% 13
2024
Q4 		$18.6M Sell
36,843
-803
-2% -$456K 1.38% 15
2024
Q3 		$22M Sell
37,646
-1,026
-3% -$580K 1.62% 14
2024
Q2 		$19.7M Sell
38,672
-247
-0.6% -$121K 1.52% 15
2024
Q1 		$19.3M Buy
38,919
+3,866
+11% +$1.97M 1.49% 14
2023
Q4 		$18.5M Buy
35,053
+376
+1% +$201K 1.49% 14
2023
Q3 		$17.5M Buy
34,677
+1,377
+4% +$678K 1.55% 13
2023
Q2 		$16M Buy
33,300
+3,273
+11% +$1.6M 1.35% 16
2023
Q1 		$14.2M Sell
30,027
-218
-0.7% -$105K 1.26% 16
2022
Q4 		$16M Buy
30,245
+2,122
+8% +$1.12M 1.52% 12
2022
Q3 		$14.2M Sell
28,123
-60
-0.2% -$31.6K 1.42% 12
2022
Q2 		$14.5M Buy
28,183
+337
+1% +$169K 1.37% 14
2022
Q1 		$14.2M Sell
27,846
-482
-2% -$232K 1.16% 19
2021
Q4 		$14.2M Sell
28,328
-991
-3% -$449K 1.07% 23
2021
Q3 		$11.5M Sell
29,319
-897
-3% -$372K 0.95% 29
2021
Q2 		$12.1M Sell
30,216
-2,224
-7% -$887K 1.03% 25
2021
Q1 		$12.1M Sell
32,440
-5,332
-14% -$1.85M 1.12% 25
2020
Q4 		$13.2M Buy
37,772
+930
+3% +$312K 1.3% 20
2020
Q3 		$11.5M Buy
36,842
+226
+0.6% +$69.4K 1.27% 22
2020
Q2 		$10.8M Buy
36,616
+191
+0.5% +$54.7K 1.29% 19
2020
Q1 		$9.08M Sell
36,425
-786
-2% -$216K 1.26% 25
2019
Q4 		$10.9M Buy
37,211
+164
+0.4% +$42.9K 1.2% 21
2019
Q3 		$8.05M Sell
37,047
-166
-0.4% -$40.1K 0.97% 30
2019
Q2 		$9.08M Sell
37,213
-719
-2% -$173K 1.12% 25
2019
Q1 		$9.38M Buy
37,932
+453
+1% +$116K 1.24% 18
2018
Q4 		$9.34M Buy
37,479
+213
+0.6% +$56.3K 1.4% 14
2018
Q3 		$9.91M Buy
37,266
+1,347
+4% +$350K 1.32% 14
2018
Q2 		$8.81M Buy
35,919
+2,320
+7% +$557K 1.26% 17
2018
Q1 		$7.19M Buy
33,599
+2,183
+7% +$499K 1.09% 20
2017
Q4 		$6.93M Buy
31,416
+1,039
+3% +$220K 1.07% 22
2017
Q3 		$5.95M Buy
30,377
+458
+2% +$88.5K 1% 24
2017
Q2 		$5.55M Buy
29,919
+339
+1% +$59.4K 0.93% 30
2017
Q1 		$4.85M Sell
29,580
-1,917
-6% -$314K 0.89% 35
2016
Q4 		$5.04M Sell
31,497
-646
-2% -$96.5K 1.02% 36
2016
Q3 		$4.5M Buy
32,143
+2,620
+9% +$367K 0.85% 43
2016
Q2 		$4.17M Buy
+29,523
New +$3.94M 0.85% 41

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Appleton Partners's UNH Position: Q2 2026 in Review

Appleton Partners reduced its UnitedHealth (UNH) stake by 2.3% in Q2 2026, selling an estimated $351K and leaving 40,664 shares worth $16.9M. The position accounts for 1.04% of the portfolio, ranked #23.

Appleton Partners first reported a position in UNH in Q2 2016 and has held it in 41 quarters since. The position peaked at $22M in Q3 2024. 774 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Appleton Partners held 40,664 shares of UnitedHealth worth $16.9M as of Q2 2026.
  • Appleton Partners sold 946 UnitedHealth shares in Q2 2026, an estimated $351K.
  • UnitedHealth made up 1.04% of Appleton Partners's portfolio in Q2 2026, its #23 holding.
  • Appleton Partners first reported a position in UnitedHealth in Q2 2016 and has held it in 41 quarters since.
  • Appleton Partners's UnitedHealth position peaked at $22M in Q3 2024.
  • 774 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.