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Bar Harbor Wealth Management’s UnitedHealth UNH Stock Holding History

Bar Harbor Wealth Management’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 		$1.01M Sell
2,430
-25
-1% -$9.27K 0.05% 149
2026
Q1 		$664K Sell
2,455
-1,469
-37% -$437K 0.04% 164
2025
Q4 		$1.3M Sell
3,924
-2,170
-36% -$735K 0.07% 142
2025
Q3 		$2.1M Sell
6,094
-4,337
-42% -$1.31M 0.13% 128
2025
Q2 		$3.25M Sell
10,431
-345
-3% -$132K 0.21% 103
2025
Q1 		$5.64M Sell
10,776
-992
-8% -$507K 0.37% 70
2024
Q4 		$5.95M Sell
11,768
-777
-6% -$441K 0.39% 69
2024
Q3 		$7.33M Sell
12,545
-248
-2% -$140K 0.47% 59
2024
Q2 		$6.51M Sell
12,793
-92
-0.7% -$45.1K 0.43% 63
2024
Q1 		$6.37M Buy
12,885
+161
+1% +$81.8K 0.43% 61
2023
Q4 		$6.7M Buy
12,724
+215
+2% +$115K 0.5% 53
2023
Q3 		$6.31M Sell
12,509
-29
-0.2% -$14.3K 0.5% 61
2023
Q2 		$6.03M Sell
12,538
-127
-1% -$62.1K 0.46% 61
2023
Q1 		$5.99M Sell
12,665
-253
-2% -$122K 0.48% 64
2022
Q4 		$6.85M Buy
12,918
+211
+2% +$112K 0.55% 59
2022
Q3 		$6.42M Sell
12,707
-60
-0.5% -$31.6K 0.55% 53
2022
Q2 		$6.56M Buy
12,767
+4,555
+55% +$2.29M 0.52% 59
2022
Q1 		$4.19M Buy
8,212
+2,713
+49% +$1.31M 0.38% 60
2021
Q4 		$2.76M Sell
5,499
-348
-6% -$158K 0.23% 81
2021
Q3 		$2.28M Sell
5,847
-156
-3% -$64.6K 0.21% 89
2021
Q2 		$2.4M Sell
6,003
-129
-2% -$51.4K 0.22% 83
2021
Q1 		$2.28M Sell
6,132
-205
-3% -$71K 0.22% 85
2020
Q4 		$2.22M Buy
6,337
+81
+1% +$27.2K 0.22% 83
2020
Q3 		$1.95M Sell
6,256
-264
-4% -$81.1K 0.22% 87
2020
Q2 		$1.92M Sell
6,520
-224
-3% -$64.2K 0.22% 86
2020
Q1 		$1.68M Sell
6,744
-1,565
-19% -$431K 0.23% 88
2019
Q4 		$2.44M Sell
8,309
-1,286
-13% -$336K 0.27% 82
2019
Q3 		$2.08M Buy
9,595
+543
+6% +$131K 0.24% 90
2019
Q2 		$2.21M Buy
9,052
+1,282
+16% +$308K 0.26% 89
2019
Q1 		$1.92M Buy
7,770
+83
+1% +$21.2K 0.23% 90
2018
Q4 		$1.92M Sell
7,687
-58
-0.7% -$15.3K 0.25% 86
2018
Q3 		$2.06M Buy
7,745
+51
+0.7% +$13.3K 0.23% 93
2018
Q2 		$1.89M Sell
7,694
-50
-0.6% -$12K 0.23% 94
2018
Q1 		$1.66M Sell
7,744
-313
-4% -$71.5K 0.2% 102
2017
Q4 		$1.78M Sell
8,057
-157
-2% -$33.3K 0.21% 100
2017
Q3 		$1.61M Sell
8,214
-614
-7% -$119K 0.19% 103
2017
Q2 		$1.64M Buy
8,828
+44
+0.5% +$7.72K 0.2% 104
2017
Q1 		$1.44M Sell
8,784
-279
-3% -$45.7K 0.17% 114
2016
Q4 		$1.45M Sell
9,063
-1,654
-15% -$247K 0.16% 112
2016
Q3 		$1.5M Sell
10,717
-591
-5% -$82.8K 0.17% 106
2016
Q2 		$1.6M Sell
11,308
-27
-0.2% -$3.6K 0.19% 99
2016
Q1 		$1.46M Sell
11,335
-1,598
-12% -$189K 0.18% 99
2015
Q4 		$1.52M Sell
12,933
-53
-0.4% -$6.2K 0.19% 96
2015
Q3 		$1.51M Buy
12,986
+323
+3% +$38.7K 0.2% 95
2015
Q2 		$1.54M Sell
12,663
-2,705
-18% -$320K 0.19% 100
2015
Q1 		$1.82M Sell
15,368
-4,258
-22% -$473K 0.22% 94
2014
Q4 		$1.98M Buy
19,626
+156
+0.8% +$14.8K 0.25% 86
2014
Q3 		$1.68M Hold
19,470
– – 0.22% 93
2014
Q2 		$1.59M Sell
19,470
-47
-0.2% -$3.7K 0.2% 96
2014
Q1 		$1.6M Sell
19,517
-189
-1% -$14.2K 0.21% 93
2013
Q4 		$1.48M Sell
19,706
-1,857
-9% -$133K 0.19% 96
2013
Q3 		$1.54M Sell
21,563
-101
-0.5% -$7.23K 0.22% 92
2013
Q2 		$1.42M Buy
+21,664
New +$1.35M 0.21% 95

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

Bar Harbor Wealth Management's UNH Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its UnitedHealth (UNH) stake by 1% in Q2 2026, selling an estimated $9.27K and leaving 2,430 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #149.

Bar Harbor Wealth Management first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.33M in Q3 2024. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Bar Harbor Wealth Management held 2,430 shares of UnitedHealth worth $1.01M as of Q2 2026.
  • Bar Harbor Wealth Management sold 25 UnitedHealth shares in Q2 2026, an estimated $9.27K.
  • UnitedHealth made up 0.05% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Bar Harbor Wealth Management first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
  • Bar Harbor Wealth Management's UnitedHealth position peaked at $7.33M in Q3 2024.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.