Congress Park Capital’s UnitedHealth UNH Stock Holding History

Congress Park Capital’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	$1.72M	Sell	4,131 -175	-4%	-$64.9K	0.46%	47
2026 Q1	$1.17M	Buy	4,306 +831	+24%	+$247K	0.36%	55
2025 Q4	$1.15M	Buy	3,475 +100	+3%	+$33.9K	0.34%	57
2025 Q3	$1.17M	Buy	3,375 +275	+9%	+$83.2K	0.36%	54
2025 Q2	$967K	Buy	3,100 +1,850	+148%	+$707K	0.32%	59
2025 Q1	$655K	Buy	1,250 +165	+15%	+$84.3K	0.25%	69
2024 Q4	$549K	Buy	1,085 +35	+3%	+$19.9K	0.2%	80
2024 Q3	$614K	Sell	1,050 -303	-22%	-$171K	0.23%	77
2024 Q2	$689K	Buy	1,353 +28	+2%	+$13.7K	0.28%	66
2024 Q1	$655K	Hold	1,325	–	–	0.29%	66
2023 Q4	$698K	Sell	1,325 -75	-5%	-$40K	0.34%	63
2023 Q3	$706K	Sell	1,400 -30	-2%	-$14.8K	0.37%	61
2023 Q2	$687K	Buy	1,430 +160	+13%	+$78.2K	0.34%	64
2023 Q1	$600K	Buy	1,270 +795	+167%	+$384K	0.31%	72
2022 Q4	$252K	Sell	475 -45	-9%	-$23.8K	0.15%	114
2022 Q3	$263K	Sell	520 -112	-18%	-$58.9K	0.15%	103
2022 Q2	$325K	Buy	632 +25	+4%	+$12.6K	0.2%	96
2022 Q1	$310K	Hold	607	–	–	0.16%	111
2021 Q4	$305K	Hold	607	–	–	0.15%	105
2021 Q3	$237K	Hold	607	–	–	0.12%	119
2021 Q2	$243K	Sell	607 -10	-2%	-$3.99K	0.12%	117
2021 Q1	$230K	Sell	617 -100	-14%	-$34.6K	0.13%	115
2020 Q4	$251K	Sell	717 -106	-13%	-$35.5K	0.15%	99
2020 Q3	$256K	Sell	823 -906	-52%	-$278K	0.16%	85
2020 Q2	$510K	Sell	1,729 -1,920	-53%	-$550K	0.39%	53
2020 Q1	$910K	Buy	+3,649	New	+$1M	0.82%	31

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Congress Park Capital's UNH Position: Q2 2026 in Review

Congress Park Capital reduced its UnitedHealth (UNH) stake by 4.1% in Q2 2026, selling an estimated $64.9K and leaving 4,131 shares worth $1.72M. The position accounts for 0.46% of the portfolio, ranked #47.

Congress Park Capital first reported a position in UNH in Q1 2020 and has held it in 26 quarters since. 1,488 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Congress Park Capital held 4,131 shares of UnitedHealth worth $1.72M as of Q2 2026.
Congress Park Capital sold 175 UnitedHealth shares in Q2 2026, an estimated $64.9K.
UnitedHealth made up 0.46% of Congress Park Capital's portfolio in Q2 2026, its #47 holding.
Congress Park Capital first reported a position in UnitedHealth in Q1 2020 and has held it in 26 quarters since.
1,488 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Congress Park Capital's 13F filing for Q2 2026, filed 14 Jul 2026.