Armbruster Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $488K | Hold |
1,175
| – | – | 0.07% | 88 |
|
|
2026
Q1 | $318K | Hold |
1,175
| – | – | 0.05% | 117 |
|
|
2025
Q4 | $388K | Hold |
1,175
| – | – | 0.07% | 102 |
|
|
2025
Q3 | $406K | Hold |
1,175
| – | – | 0.07% | 100 |
|
|
2025
Q2 | $367K | Hold |
1,175
| – | – | 0.07% | 104 |
|
|
2025
Q1 | $615K | Sell |
1,175
-3
| -0.3% | -$1.53K | 0.12% | 72 |
|
|
2024
Q4 | $596K | Hold |
1,178
| – | – | 0.12% | 74 |
|
|
2024
Q3 | $689K | Buy |
1,178
+3
| +0.3% | +$1.7K | 0.14% | 70 |
|
|
2024
Q2 | $598K | Hold |
1,175
| – | – | 0.12% | 66 |
|
|
2024
Q1 | $581K | Hold |
1,175
| – | – | 0.12% | 64 |
|
|
2023
Q4 | $619K | Sell |
1,175
-50
| -4% | -$26.7K | 0.14% | 59 |
|
|
2023
Q3 | $618K | Hold |
1,225
| – | – | 0.16% | 56 |
|
|
2023
Q2 | $589K | Hold |
1,225
| – | – | 0.14% | 57 |
|
|
2023
Q1 | $579K | Hold |
1,225
| – | – | 0.15% | 56 |
|
|
2022
Q4 | $649K | Hold |
1,225
| – | – | 0.17% | 53 |
|
|
2022
Q3 | $619K | Hold |
1,225
| – | – | 0.18% | 56 |
|
|
2022
Q2 | $629K | Sell |
1,225
-75
| -6% | -$37.7K | 0.17% | 58 |
|
|
2022
Q1 | $663K | Hold |
1,300
| – | – | 0.16% | 60 |
|
|
2021
Q4 | $653K | Hold |
1,300
| – | – | 0.15% | 66 |
|
|
2021
Q3 | $508K | Hold |
1,300
| – | – | 0.15% | 56 |
|
|
2021
Q2 | $521K | Hold |
1,300
| – | – | 0.15% | 57 |
|
|
2021
Q1 | $484K | Hold |
1,300
| – | – | 0.14% | 52 |
|
|
2020
Q4 | $456K | Hold |
1,300
| – | – | 0.15% | 52 |
|
|
2020
Q3 | $405K | Hold |
1,300
| – | – | 0.16% | 55 |
|
|
2020
Q2 | $383K | Hold |
1,300
| – | – | 0.15% | 54 |
|
|
2020
Q1 | $324K | Sell |
1,300
-148
| -10% | -$40.7K | 0.15% | 59 |
|
|
2019
Q4 | $426K | Hold |
1,448
| – | – | 0.16% | 50 |
|
|
2019
Q3 | $315K | Sell |
1,448
-16
| -1% | -$3.86K | 0.13% | 60 |
|
|
2019
Q2 | $357K | Buy |
1,464
+16
| +1% | +$3.85K | 0.15% | 56 |
|
|
2019
Q1 | $358K | Buy |
1,448
+148
| +11% | +$37.7K | 0.15% | 54 |
|
|
2018
Q4 | $324K | Sell |
1,300
-106
| -8% | -$28K | 0.16% | 53 |
|
|
2018
Q3 | $374K | Buy |
1,406
+106
| +8% | +$27.6K | 0.16% | 51 |
|
|
2018
Q2 | $319K | Hold |
1,300
| – | – | 0.15% | 51 |
|
|
2018
Q1 | $278K | Sell |
1,300
-96
| -7% | -$21.9K | 0.13% | 53 |
|
|
2017
Q4 | $308K | Hold |
1,396
| – | – | 0.14% | 47 |
|
|
2017
Q3 | $273K | Hold |
1,396
| – | – | 0.14% | 48 |
|
|
2017
Q2 | $259K | Buy |
1,396
+96
| +7% | +$16.8K | 0.14% | 50 |
|
|
2017
Q1 | $213K | Hold |
1,300
| – | – | 0.12% | 57 |
|
|
2016
Q4 | $208K | Hold |
1,300
| – | – | 0.12% | 61 |
|
|
2016
Q3 | $182K | Hold |
1,300
| – | – | 0.11% | 70 |
|
|
2016
Q2 | $184K | Hold |
1,300
| – | – | 0.12% | 69 |
|
|
2016
Q1 | $168K | Sell |
1,300
-100
| -7% | -$11.8K | 0.11% | 71 |
|
|
2015
Q4 | $165K | Buy |
+1,400
| New | +$164K | 0.15% | 73 |
|
Other funds holding UNH
VAM
Armbruster Capital Management's UNH Position: Q2 2026 in Review
Armbruster Capital Management held its UnitedHealth (UNH) position steady in Q2 2026 at 1,175 shares worth $488K. The position accounts for 0.07% of the portfolio, ranked #88.
Armbruster Capital Management first reported a position in UNH in Q4 2015 and has held it in 43 quarters since. The position peaked at $689K in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Armbruster Capital Management held 1,175 shares of UnitedHealth worth $488K as of Q2 2026.
- Armbruster Capital Management left its UnitedHealth share count unchanged in Q2 2026.
- UnitedHealth made up 0.07% of Armbruster Capital Management's portfolio in Q2 2026, its #88 holding.
- Armbruster Capital Management first reported a position in UnitedHealth in Q4 2015 and has held it in 43 quarters since.
- Armbruster Capital Management's UnitedHealth position peaked at $689K in Q3 2024.
- 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.