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UNH icon

Ballentine Partners’s UnitedHealth UNH Stock Holding History

Ballentine 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 		$6.5M Buy
15,641
+570
+4% +$211K 0.08% 89
2026
Q1 		$4.08M Sell
15,071
-1,648
-10% -$491K 0.06% 111
2025
Q4 		$5.52M Buy
16,719
+550
+3% +$186K 0.08% 90
2025
Q3 		$5.58M Sell
16,169
-80
-0.5% -$24.2K 0.08% 85
2025
Q2 		$5.07M Sell
16,249
-1,301
-7% -$497K 0.08% 91
2025
Q1 		$9.19M Buy
17,550
+448
+3% +$229K 0.16% 55
2024
Q4 		$8.65M Sell
17,102
-229
-1% -$130K 0.15% 55
2024
Q3 		$10.1M Buy
17,331
+809
+5% +$458K 0.17% 49
2024
Q2 		$8.41M Sell
16,522
-2,981
-15% -$1.46M 0.16% 51
2024
Q1 		$9.65M Sell
19,503
-229
-1% -$116K 0.18% 47
2023
Q4 		$10.4M Buy
19,732
+1,378
+8% +$735K 0.21% 46
2023
Q3 		$9.25M Buy
18,354
+1,139
+7% +$561K 0.22% 46
2023
Q2 		$8.27M Buy
17,215
+4,277
+33% +$2.09M 0.19% 48
2023
Q1 		$6.11M Sell
12,938
-2,320
-15% -$1.12M 0.15% 51
2022
Q4 		$8.09M Buy
15,258
+1,624
+12% +$860K 0.24% 42
2022
Q3 		$6.88M Buy
13,634
+1,536
+13% +$808K 0.24% 40
2022
Q2 		$6.21M Buy
12,098
+1,000
+9% +$502K 0.22% 43
2022
Q1 		$5.66M Buy
11,098
+359
+3% +$173K 0.18% 50
2021
Q4 		$5.39M Buy
10,739
+1,727
+19% +$782K 0.16% 52
2021
Q3 		$3.52M Buy
9,012
+36
+0.4% +$14.9K 0.12% 62
2021
Q2 		$3.59M Buy
8,976
+24
+0.3% +$9.57K 0.12% 58
2021
Q1 		$3.33M Sell
8,952
-133
-1% -$46.1K 0.12% 58
2020
Q4 		$3.19M Sell
9,085
-1,462
-14% -$490K 0.13% 55
2020
Q3 		$3.29M Sell
10,547
-939
-8% -$288K 0.15% 54
2020
Q2 		$3.39M Sell
11,486
-1,889
-14% -$541K 0.16% 52
2020
Q1 		$3.34M Buy
13,375
+3,241
+32% +$892K 0.19% 50
2019
Q4 		$2.98M Sell
10,134
-199
-2% -$52.1K 0.14% 64
2019
Q3 		$2.25M Buy
10,333
+140
+1% +$33.8K 0.11% 85
2019
Q2 		$2.49M Buy
10,193
+834
+9% +$201K 0.12% 79
2019
Q1 		$2.31M Buy
9,359
+209
+2% +$53.3K 0.12% 66
2018
Q4 		$2.28M Buy
9,150
+53
+0.6% +$14K 0.13% 63
2018
Q3 		$2.42M Buy
9,097
+59
+0.7% +$15.3K 0.13% 66
2018
Q2 		$2.22M Buy
9,038
+202
+2% +$48.5K 0.12% 62
2018
Q1 		$1.89M Sell
8,836
-958
-10% -$219K 0.11% 66
2017
Q4 		$2.16M Sell
9,794
-1,917
-16% -$406K 0.12% 64
2017
Q3 		$2.29M Buy
11,711
+237
+2% +$45.8K 0.13% 61
2017
Q2 		$2.18M Buy
11,474
+1,601
+16% +$281K 0.16% 64
2017
Q1 		$1.62M Buy
9,873
+3,700
+60% +$606K 0.12% 47
2016
Q4 		$984K Buy
6,173
+99
+2% +$14.8K 0.08% 68
2016
Q3 		$850K Buy
6,074
+430
+8% +$60.2K 0.07% 68
2016
Q2 		$797K Buy
5,644
+230
+4% +$30.7K 0.07% 79
2016
Q1 		$698K Buy
5,414
+750
+16% +$88.7K 0.06% 87
2015
Q4 		$548K Buy
4,664
+897
+24% +$105K 0.05% 88
2015
Q3 		$437K Buy
3,767
+357
+10% +$42.7K 0.05% 98
2015
Q2 		$416K Buy
3,410
+32
+0.9% +$3.79K 0.04% 106
2015
Q1 		$399K Buy
3,378
+536
+19% +$59.5K 0.04% 106
2014
Q4 		$288K Sell
2,842
-162
-5% -$15.4K 0.03% 126
2014
Q3 		$259K Buy
3,004
+313
+12% +$26.4K 0.03% 128
2014
Q2 		$220K Sell
2,691
-96
-3% -$7.55K 0.03% 129
2014
Q1 		$228K Buy
+2,787
New +$210K 0.03% 128

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
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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Ballentine Partners's UNH Position: Q2 2026 in Review

Ballentine Partners increased its UnitedHealth (UNH) stake by 3.8% in Q2 2026, buying an estimated $211K and bringing the position to 15,641 shares worth $6.5M. The position accounts for 0.08% of the portfolio, ranked #89.

Ballentine Partners first reported a position in UNH in Q1 2014 and has held it in 50 quarters since. The position peaked at $10.4M in Q4 2023. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Ballentine Partners held 15,641 shares of UnitedHealth worth $6.5M as of Q2 2026.
  • Ballentine Partners bought 570 UnitedHealth shares in Q2 2026, an estimated $211K.
  • UnitedHealth made up 0.08% of Ballentine Partners's portfolio in Q2 2026, its #89 holding.
  • Ballentine Partners first reported a position in UnitedHealth in Q1 2014 and has held it in 50 quarters since.
  • Ballentine Partners's UnitedHealth position peaked at $10.4M in Q4 2023.
  • 568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.