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Bank of Stockton’s UnitedHealth UNH Stock Holding History

Bank of Stockton’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 		$882K Sell
2,121
-24
-1% -$8.9K 0.25% 69
2026
Q1 		$580K Buy
2,145
+617
+40% +$184K 0.18% 88
2025
Q4 		$504K Sell
1,528
-318
-17% -$108K 0.14% 90
2025
Q3 		$637K Sell
1,846
-451
-20% -$136K 0.18% 81
2025
Q2 		$717K Sell
2,297
-374
-14% -$143K 0.21% 66
2025
Q1 		$1.4M Sell
2,671
-59
-2% -$30.2K 0.45% 42
2024
Q4 		$1.38M Buy
2,730
+16
+0.6% +$9.09K 0.42% 44
2024
Q3 		$1.59M Sell
2,714
-78
-3% -$44.1K 0.48% 39
2024
Q2 		$1.42M Sell
2,792
-284
-9% -$139K 0.45% 41
2024
Q1 		$1.52M Buy
3,076
+122
+4% +$62K 0.47% 40
2023
Q4 		$1.49M Sell
2,954
-157
-5% -$83.7K 0.49% 40
2023
Q3 		$1.64M Buy
3,111
+419
+16% +$206K 0.61% 32
2023
Q2 		$1.29M Buy
2,692
+22
+0.8% +$10.8K 0.44% 39
2023
Q1 		$1.26M Sell
2,670
-45
-2% -$21.7K 0.44% 40
2022
Q4 		$1.44M Sell
2,715
-244
-8% -$129K 0.5% 38
2022
Q3 		$1.49M Buy
2,959
+229
+8% +$120K 0.58% 35
2022
Q2 		$1.4M Sell
2,730
-550
-17% -$276K 0.53% 40
2022
Q1 		$1.67M Buy
3,280
+377
+13% +$182K 0.52% 42
2021
Q4 		$1.46M Buy
2,903
+290
+11% +$131K 0.43% 49
2021
Q3 		$1.02M Buy
2,613
+14
+0.5% +$5.8K 0.31% 56
2021
Q2 		$1.04M Buy
2,599
+1,132
+77% +$451K 0.31% 57
2021
Q1 		$545K Sell
1,467
-68
-4% -$23.6K 0.18% 73
2020
Q4 		$538K Sell
1,535
-38
-2% -$12.7K 0.21% 70
2020
Q3 		$490K Sell
1,573
-108
-6% -$33.2K 0.2% 74
2020
Q2 		$495K Buy
+1,681
New +$482K 0.22% 76

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Bank of Stockton's UNH Position: Q2 2026 in Review

Bank of Stockton reduced its UnitedHealth (UNH) stake by 1.1% in Q2 2026, selling an estimated $8.9K and leaving 2,121 shares worth $882K. The position accounts for 0.25% of the portfolio, ranked #69.

Bank of Stockton first reported a position in UNH in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.67M in Q1 2022. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Bank of Stockton held 2,121 shares of UnitedHealth worth $882K as of Q2 2026.
  • Bank of Stockton sold 24 UnitedHealth shares in Q2 2026, an estimated $8.9K.
  • UnitedHealth made up 0.25% of Bank of Stockton's portfolio in Q2 2026, its #69 holding.
  • Bank of Stockton first reported a position in UnitedHealth in Q2 2020 and has held it in 25 quarters since.
  • Bank of Stockton's UnitedHealth position peaked at $1.67M in Q1 2022.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bank of Stockton's 13F filing for Q2 2026, filed 29 Jul 2026.