Arbor Investment Advisors’s UnitedHealth UNH Stock Holding History

Arbor Investment Advisors’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	$331K	Hold	797	–	–	0.04%	104
2026 Q1	$216K	Sell	797 -248	-24%	-$73.9K	0.03%	108
2025 Q4	$345K	Sell	1,045 -326	-24%	-$110K	0.05%	77
2025 Q3	$473K	Buy	1,371 +647	+89%	+$196K	0.06%	77
2025 Q2	$226K	Sell	724 -21	-3%	-$8.03K	0.03%	104
2025 Q1	$390K	Buy	745 +7	+0.9%	+$3.58K	0.05%	64
2024 Q4	$373K	Hold	738	–	–	0.05%	66
2024 Q3	$431K	Hold	738	–	–	0.06%	69
2024 Q2	$376K	Hold	738	–	–	0.06%	60
2024 Q1	$365K	Buy	738 +21	+3%	+$10.7K	0.05%	72
2023 Q4	$377K	Hold	717	–	–	0.06%	61
2023 Q3	$362K	Hold	717	–	–	0.06%	65
2023 Q2	$345K	Hold	717	–	–	0.06%	69
2023 Q1	$339K	Hold	717	–	–	0.06%	71
2022 Q4	$380K	Hold	717	–	–	0.08%	66
2022 Q3	$362K	Hold	717	–	–	0.09%	49
2022 Q2	$368K	Hold	717	–	–	0.08%	65
2022 Q1	$366K	Buy	717 +240	+50%	+$116K	0.07%	72
2021 Q4	$240K	Buy	+477	New	+$216K	0.04%	102

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Arbor Investment Advisors's UNH Position: Q2 2026 in Review

Arbor Investment Advisors held its UnitedHealth (UNH) position steady in Q2 2026 at 797 shares worth $331K. The position accounts for 0.04% of the portfolio, ranked #104.

Arbor Investment Advisors first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $473K in Q3 2025. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Arbor Investment Advisors held 797 shares of UnitedHealth worth $331K as of Q2 2026.
Arbor Investment Advisors left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.04% of Arbor Investment Advisors's portfolio in Q2 2026, its #104 holding.
Arbor Investment Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
Arbor Investment Advisors's UnitedHealth position peaked at $473K in Q3 2025.
1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.