Camelot Portfolios’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $996K | Buy |
2,396
+5
| +0.2% | +$1.85K | 0.7% | 40 |
|
|
2026
Q1 | $647K | Sell |
2,391
-86
| -3% | -$25.6K | 0.48% | 76 |
|
|
2025
Q4 | $818K | Sell |
2,477
-366
| -13% | -$124K | 0.5% | 65 |
|
|
2025
Q3 | $982K | Buy |
2,843
+431
| +18% | +$130K | 0.58% | 54 |
|
|
2025
Q2 | $753K | Buy |
2,412
+1,552
| +180% | +$593K | 0.45% | 74 |
|
|
2025
Q1 | $450K | Buy |
+860
| New | +$440K | 0.28% | 114 |
|
|
2024
Q3 | – | Sell |
-669
| Closed | -$341K | – | 538 |
|
|
2024
Q2 | $341K | Buy |
+669
| New | +$328K | 0.19% | 123 |
|
|
2024
Q1 | – | Sell |
-425
| Closed | -$224K | – | 205 |
|
|
2023
Q4 | $224K | Buy |
+425
| New | +$227K | 0.13% | 177 |
|
|
2023
Q3 | – | Sell |
-504
| Closed | -$242K | – | 195 |
|
|
2023
Q2 | $242K | Sell |
504
-13
| -3% | -$6.36K | 0.15% | 156 |
|
|
2023
Q1 | $244K | Buy |
517
+10
| +2% | +$4.83K | 0.17% | 149 |
|
|
2022
Q4 | $269K | Buy |
+507
| New | +$269K | 0.2% | 139 |
|
|
2022
Q3 | – | Sell |
-645
| Closed | -$331K | – | 214 |
|
|
2022
Q2 | $331K | Sell |
645
-89
| -12% | -$44.7K | 0.2% | 143 |
|
|
2022
Q1 | $375K | Sell |
734
-1,021
| -58% | -$492K | 0.19% | 147 |
|
|
2021
Q4 | $881K | Buy |
1,755
+414
| +31% | +$187K | 0.35% | 91 |
|
|
2021
Q3 | $524K | Sell |
1,341
-1,228
| -48% | -$509K | 0.27% | 110 |
|
|
2021
Q2 | $1.03M | Sell |
2,569
-224
| -8% | -$89.3K | 0.42% | 74 |
|
|
2021
Q1 | $1.04M | Buy |
2,793
+1,440
| +106% | +$499K | 0.43% | 71 |
|
|
2020
Q4 | $474K | Buy |
1,353
+300
| +28% | +$101K | 0.25% | 111 |
|
|
2020
Q3 | $328K | Buy |
1,053
+26
| +3% | +$7.99K | 0.21% | 126 |
|
|
2020
Q2 | $303K | Sell |
1,027
-972
| -49% | -$279K | 0.19% | 138 |
|
|
2020
Q1 | $499K | Buy |
1,999
+521
| +35% | +$143K | 0.28% | 97 |
|
|
2019
Q4 | $435K | Buy |
1,478
+208
| +16% | +$54.4K | 0.18% | 131 |
|
|
2019
Q3 | $276K | Sell |
1,270
-79
| -6% | -$19.1K | 0.13% | 166 |
|
|
2019
Q2 | $329K | Buy |
1,349
+83
| +7% | +$20K | 0.14% | 165 |
|
|
2019
Q1 | $313K | Sell |
1,266
-15
| -1% | -$3.83K | 0.13% | 178 |
|
|
2018
Q4 | $319K | Sell |
1,281
-915
| -42% | -$242K | 0.15% | 150 |
|
|
2018
Q3 | $584K | Buy |
2,196
+33
| +2% | +$8.58K | 0.26% | 106 |
|
|
2018
Q2 | $531K | Hold |
2,163
| – | – | 0.23% | 110 |
|
|
2018
Q1 | $462K | Buy |
2,163
+23
| +1% | +$5.25K | 0.22% | 114 |
|
|
2017
Q4 | $472K | Buy |
2,140
+344
| +19% | +$72.9K | 0.22% | 108 |
|
|
2017
Q3 | $352K | Hold |
1,796
| – | – | 0.17% | 115 |
|
|
2017
Q2 | $333K | Sell |
1,796
-20
| -1% | -$3.51K | 0.16% | 117 |
|
|
2017
Q1 | $298K | Buy |
+1,816
| New | +$297K | 0.15% | 135 |
|
Other funds holding UNH
VAM
Camelot Portfolios's UNH Position: Q2 2026 in Review
Camelot Portfolios increased its UnitedHealth (UNH) stake by 0.21% in Q2 2026, buying an estimated $1.85K and bringing the position to 2,396 shares worth $996K. The position accounts for 0.7% of the portfolio, ranked #40.
Camelot Portfolios first reported a position in UNH in Q1 2017 and has held it in 33 quarters since. The position peaked at $1.04M in Q1 2021. 1,858 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Camelot Portfolios held 2,396 shares of UnitedHealth worth $996K as of Q2 2026.
- Camelot Portfolios bought 5 UnitedHealth shares in Q2 2026, an estimated $1.85K.
- UnitedHealth made up 0.7% of Camelot Portfolios's portfolio in Q2 2026, its #40 holding.
- Camelot Portfolios first reported a position in UnitedHealth in Q1 2017 and has held it in 33 quarters since.
- Camelot Portfolios's UnitedHealth position peaked at $1.04M in Q1 2021.
- 1,858 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.