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Boston Trust Walden’s UnitedHealth UNH Stock Holding History

Boston Trust Walden’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 		$63.1M Sell
151,891
-1,690
-1% -$626K 0.48% 71
2026
Q1 		$41.6M Sell
153,581
-1,745
-1% -$520K 0.34% 111
2025
Q4 		$51.3M Sell
155,326
-574
-0.4% -$195K 0.39% 98
2025
Q3 		$53.8M Sell
155,900
-48,057
-24% -$14.5M 0.4% 101
2025
Q2 		$63.6M Sell
203,957
-90,605
-31% -$34.6M 0.45% 79
2025
Q1 		$154M Sell
294,562
-1,501
-0.5% -$767K 1.13% 12
2024
Q4 		$150M Buy
296,063
+1,893
+0.6% +$1.08M 1.05% 13
2024
Q3 		$172M Sell
294,170
-2,550
-0.9% -$1.44M 1.2% 11
2024
Q2 		$151M Sell
296,720
-9,435
-3% -$4.62M 1.12% 11
2024
Q1 		$151M Buy
306,155
+1,276
+0.4% +$649K 1.08% 13
2023
Q4 		$161M Buy
304,879
+490
+0.2% +$261K 1.21% 13
2023
Q3 		$153M Buy
304,389
+1,132
+0.4% +$557K 1.29% 13
2023
Q2 		$146M Buy
303,257
+911
+0.3% +$445K 1.2% 12
2023
Q1 		$143M Buy
302,346
+23,758
+9% +$11.5M 1.23% 11
2022
Q4 		$148M Sell
278,588
-1,647
-0.6% -$872K 1.3% 7
2022
Q3 		$142M Sell
280,235
-8,621
-3% -$4.53M 1.4% 7
2022
Q2 		$148M Buy
288,856
+104
+0% +$52.2K 1.4% 7
2022
Q1 		$147M Sell
288,752
-794
-0.3% -$383K 1.22% 9
2021
Q4 		$145M Buy
289,546
+6,088
+2% +$2.76M 1.17% 10
2021
Q3 		$111M Sell
283,458
-4,224
-1% -$1.75M 0.98% 17
2021
Q2 		$115M Buy
287,682
+5,352
+2% +$2.13M 1.02% 13
2021
Q1 		$105M Buy
282,330
+5,922
+2% +$2.05M 1.02% 14
2020
Q4 		$96.9M Sell
276,408
-1,762
-0.6% -$591K 1.03% 15
2020
Q3 		$86.7M Buy
278,170
+235
+0.1% +$72.2K 1.08% 14
2020
Q2 		$82M Sell
277,935
-10,105
-4% -$2.9M 1.11% 13
2020
Q1 		$71.8M Sell
288,040
-46,140
-14% -$12.7M 1.14% 14
2019
Q4 		$98.2M Buy
334,180
+1,235
+0.4% +$323K 1.14% 15
2019
Q3 		$72.4M Sell
332,945
-384
-0.1% -$92.7K 0.91% 27
2019
Q2 		$81.3M Buy
333,329
+5,512
+2% +$1.33M 1.06% 22
2019
Q1 		$81.1M Buy
327,817
+9,186
+3% +$2.34M 1.1% 19
2018
Q4 		$79.4M Sell
318,631
-3,809
-1% -$1.01M 1.26% 14
2018
Q3 		$85.8M Buy
322,440
+110
+0% +$28.6K 1.18% 16
2018
Q2 		$79.1M Buy
322,330
+786
+0.2% +$189K 1.16% 16
2018
Q1 		$68.8M Sell
321,544
-1,540
-0.5% -$352K 1.04% 22
2017
Q4 		$71.2M Buy
323,084
+850
+0.3% +$180K 1.04% 20
2017
Q3 		$63.1M Buy
322,234
+3,353
+1% +$648K 0.98% 21
2017
Q2 		$59.1M Buy
318,881
+12,520
+4% +$2.2M 0.95% 26
2017
Q1 		$50.2M Buy
306,361
+3,225
+1% +$528K 0.78% 31
2016
Q4 		$48.5M Buy
303,136
+5,985
+2% +$894K 0.76% 33
2016
Q3 		$41.6M Buy
297,151
+75,902
+34% +$10.6M 0.69% 39
2016
Q2 		$31.2M Buy
221,249
+49,531
+29% +$6.6M 0.53% 61
2016
Q1 		$22.1M Buy
+171,718
New +$20.3M 0.39% 100

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
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Boston Trust Walden's UNH Position: Q2 2026 in Review

Boston Trust Walden reduced its UnitedHealth (UNH) stake by 1.1% in Q2 2026, selling an estimated $626K and leaving 151,891 shares worth $63.1M. The position accounts for 0.48% of the portfolio, ranked #71.

Boston Trust Walden first reported a position in UNH in Q1 2016 and has held it in 42 quarters since. The position peaked at $172M in Q3 2024. 1,395 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Boston Trust Walden held 151,891 shares of UnitedHealth worth $63.1M as of Q2 2026.
  • Boston Trust Walden sold 1,690 UnitedHealth shares in Q2 2026, an estimated $626K.
  • UnitedHealth made up 0.48% of Boston Trust Walden's portfolio in Q2 2026, its #71 holding.
  • Boston Trust Walden first reported a position in UnitedHealth in Q1 2016 and has held it in 42 quarters since.
  • Boston Trust Walden's UnitedHealth position peaked at $172M in Q3 2024.
  • 1,395 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.