Campbell Newman Asset Management’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
$45.4M Buy
+109,258
New +$40.5M 3.37% 12
2025
Q2
Sell
-54,647
Closed -$28.6M 110
2025
Q1
$28.6M Buy
54,647
+89
+0.2% +$45.5K 2.43% 17
2024
Q4
$27.6M Sell
54,558
-4,500
-8% -$2.56M 2.22% 18
2024
Q3
$34.5M Sell
59,058
-129
-0.2% -$73K 2.6% 15
2024
Q2
$30.1M Sell
59,187
-1,058
-2% -$519K 2.41% 15
2024
Q1
$29.8M Sell
60,245
-242
-0.4% -$123K 2.42% 16
2023
Q4
$31.8M Buy
60,487
+338
+0.6% +$180K 2.75% 11
2023
Q3
$30.3M Buy
60,149
+171
+0.3% +$84.2K 2.87% 11
2023
Q2
$28.8M Buy
59,978
+424
+0.7% +$207K 2.58% 15
2023
Q1
$28.1M Sell
59,554
-278
-0.5% -$134K 2.74% 13
2022
Q4
$31.7M Buy
59,832
+436
+0.7% +$231K 3.16% 10
2022
Q3
$30M Sell
59,396
-357
-0.6% -$188K 3.38% 9
2022
Q2
$30.7M Sell
59,753
-19,069
-24% -$9.58M 3.25% 8
2022
Q1
$40.2M Sell
78,822
-9,930
-11% -$4.79M 3.87% 4
2021
Q4
$44.6M Sell
88,752
-1,882
-2% -$852K 3.97% 4
2021
Q3
$35.4M Buy
90,634
+123
+0.1% +$50.9K 3.62% 4
2021
Q2
$36.2M Sell
90,511
-290
-0.3% -$116K 3.55% 5
2021
Q1
$33.8M Buy
90,801
+204
+0.2% +$70.7K 3.56% 5
2020
Q4
$31.8M Buy
90,597
+3,775
+4% +$1.27M 3.61% 4
2020
Q3
$27.1M Buy
86,822
+501
+0.6% +$154K 3.47% 5
2020
Q2
$25.5M Buy
86,321
+246
+0.3% +$70.5K 3.5% 5
2020
Q1
$21.5M Sell
86,075
-166
-0.2% -$45.7K 3.68% 5
2019
Q4
$25.4M Buy
86,241
+318
+0.4% +$83.2K 3.42% 5
2019
Q3
$18.7M Sell
85,923
-298
-0.3% -$71.9K 2.68% 11
2019
Q2
$21M Buy
86,221
+958
+1% +$230K 3.07% 7
2019
Q1
$21.1M Sell
85,263
-410
-0.5% -$105K 3.26% 7
2018
Q4
$21.3M Sell
85,673
-2,010
-2% -$531K 3.71% 6
2018
Q3
$23.3M Sell
87,683
-1,623
-2% -$422K 3.37% 7
2018
Q2
$21.9M Buy
89,306
+6,721
+8% +$1.61M 3.39% 7
2018
Q1
$17.7M Buy
82,585
+1,285
+2% +$293K 2.93% 11
2017
Q4
$17.9M Sell
81,300
-3,444
-4% -$730K 3.02% 8
2017
Q3
$16.6M Sell
84,744
-4,410
-5% -$852K 2.97% 9
2017
Q2
$16.5M Sell
89,154
-24,331
-21% -$4.27M 2.97% 8
2017
Q1
$18.6M Sell
113,485
-5,600
-5% -$917K 3.43% 5
2016
Q4
$19.1M Sell
119,085
-15,145
-11% -$2.26M 3.66% 5
2016
Q3
$18.8M Sell
134,230
-1,209
-0.9% -$169K 3.32% 5
2016
Q2
$19.1M Sell
135,439
-14,997
-10% -$2M 3.48% 4
2016
Q1
$19.4M Buy
150,436
+6,399
+4% +$757K 4.04% 2
2015
Q4
$16.9M Buy
144,037
+498
+0.3% +$58.2K 3.69% 2
2015
Q3
$16.7M Sell
143,539
-7,194
-5% -$861K 3.78% 2
2015
Q2
$18.4M Buy
150,733
+50,154
+50% +$5.93M 3.65% 4
2015
Q1
$11.9M Buy
100,579
+90,583
+906% +$10.1M 2.19% 25
2014
Q4
$1.01M Sell
9,996
-70
-0.7% -$6.63K 0.19% 48
2014
Q3
$868K Sell
10,066
-869
-8% -$73.4K 0.17% 56
2014
Q2
$894K Sell
10,935
-795
-7% -$62.5K 0.18% 55
2014
Q1
$962K Sell
11,730
-335
-3% -$25.2K 0.21% 52
2013
Q4
$908K Sell
12,065
-675
-5% -$48.5K 0.22% 57
2013
Q3
$912K Sell
12,740
-410
-3% -$29.3K 0.22% 52
2013
Q2
$861K Buy
+13,150
New +$818K 0.19% 52

Other funds holding UNH

Campbell Newman Asset Management's UNH Position: Q2 2026 in Review

Campbell Newman Asset Management opened a new position in UnitedHealth (UNH) in Q2 2026: 109,258 shares worth $45.4M. The stake represents 3.37% of the portfolio and ranks #12 among its holdings. This is a return to the name: Campbell Newman Asset Management previously reported a position in UNH as recently as Q1 2025.

Campbell Newman Asset Management first reported a position in UNH in Q2 2013 and has held it in 49 quarters since. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Campbell Newman Asset Management held 109,258 shares of UnitedHealth worth $45.4M as of Q2 2026.
  • UnitedHealth was a new Campbell Newman Asset Management position in Q2 2026.
  • UnitedHealth made up 3.37% of Campbell Newman Asset Management's portfolio in Q2 2026, its #12 holding.
  • Campbell Newman Asset Management first reported a position in UnitedHealth in Q2 2013 and has held it in 49 quarters since.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Campbell Newman Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.