BTI
UNH icon

Blue Trust Inc’s UnitedHealth UNH Stock Holding History

Blue Trust Inc’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 		$3.15M Buy
7,589
+1,226
+19% +$454K 0.03% 147
2026
Q1 		$1.72M Sell
6,363
-182
-3% -$54.2K 0.02% 210
2025
Q4 		$2.16M Sell
6,545
-816
-11% -$277K 0.02% 183
2025
Q3 		$2.54M Sell
7,361
-575
-7% -$174K 0.03% 160
2025
Q2 		$2.48M Sell
7,936
-1,277
-14% -$488K 0.03% 155
2025
Q1 		$4.83M Buy
9,213
+823
+10% +$421K 0.06% 94
2024
Q4 		$4.24M Sell
8,390
-2,039
-20% -$1.16M 0.05% 100
2024
Q3 		$5.31M Buy
10,429
+3,429
+49% +$1.94M 0.07% 80
2024
Q2 		$3.46M Buy
7,000
+2,035
+41% +$997K 0.05% 87
2024
Q1 		$2.46M Buy
4,965
+613
+14% +$312K 0.03% 98
2023
Q4 		$2.19M Buy
4,352
+457
+12% +$244K 0.04% 100
2023
Q3 		$1.87M Buy
3,895
+1,112
+40% +$547K 0.03% 118
2023
Q2 		$1.31M Sell
2,783
-4,757
-63% -$2.33M 0.02% 138
2023
Q1 		$4M Buy
7,540
+528
+8% +$255K 0.07% 80
2022
Q4 		$3.54M Buy
7,012
+3,511
+100% +$1.86M 0.06% 78
2022
Q3 		$1.8M Buy
3,501
+893
+34% +$470K 0.03% 103
2022
Q2 		$1.33M Buy
+2,608
New +$1.31M 0.02% 123

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Blue Trust Inc's UNH Position: Q2 2026 in Review

Blue Trust Inc increased its UnitedHealth (UNH) stake by 19% in Q2 2026, buying an estimated $454K and bringing the position to 7,589 shares worth $3.15M. The position accounts for 0.03% of the portfolio, ranked #147.

Blue Trust Inc first reported a position in UNH in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.31M in Q3 2024. 1,755 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Blue Trust Inc held 7,589 shares of UnitedHealth worth $3.15M as of Q2 2026.
  • Blue Trust Inc bought 1,226 UnitedHealth shares in Q2 2026, an estimated $454K.
  • UnitedHealth made up 0.03% of Blue Trust Inc's portfolio in Q2 2026, its #147 holding.
  • Blue Trust Inc first reported a position in UnitedHealth in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's UnitedHealth position peaked at $5.31M in Q3 2024.
  • 1,755 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.