Crawford Investment Counsel’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
$22.8M Buy
+54,914
New +$20.4M 0.38% 72
2026
Q1
Sell
-629
Closed -$208K 316
2025
Q4
$208K Sell
629
-612
-49% -$207K ﹤0.01% 296
2025
Q3
$428K Sell
1,241
-253
-17% -$76.5K 0.01% 254
2025
Q2
$466K Sell
1,494
-227
-13% -$86.8K 0.01% 244
2025
Q1
$902K Sell
1,721
-370
-18% -$189K 0.02% 217
2024
Q4
$1.06M Sell
2,091
-226
-10% -$128K 0.02% 209
2024
Q3
$1.35M Sell
2,317
-59
-2% -$33.4K 0.02% 194
2024
Q2
$1.21M Sell
2,376
-391
-14% -$192K 0.02% 186
2024
Q1
$1.37M Buy
2,767
+182
+7% +$92.5K 0.03% 180
2023
Q4
$1.36M Buy
2,585
+53
+2% +$28.3K 0.03% 175
2023
Q3
$1.28M Buy
2,532
+5
+0.2% +$2.46K 0.03% 180
2023
Q2
$1.21M Sell
2,527
-410
-14% -$200K 0.02% 183
2023
Q1
$1.39M Buy
2,937
+480
+20% +$232K 0.03% 175
2022
Q4
$1.3M Buy
2,457
+122
+5% +$64.6K 0.03% 181
2022
Q3
$1.18M Sell
2,335
-192
-8% -$101K 0.03% 185
2022
Q2
$1.3M Buy
2,527
+953
+61% +$479K 0.03% 185
2022
Q1
$803K Buy
1,574
+167
+12% +$80.5K 0.02% 208
2021
Q4
$706K Sell
1,407
-303
-18% -$137K 0.01% 213
2021
Q3
$668K Sell
1,710
-219
-11% -$90.7K 0.01% 210
2021
Q2
$772K Buy
1,929
+350
+22% +$140K 0.02% 205
2021
Q1
$587K Sell
1,579
-49
-3% -$17K 0.01% 209
2020
Q4
$571K Sell
1,628
-480
-23% -$161K 0.01% 200
2020
Q3
$657K Buy
2,108
+622
+42% +$191K 0.02% 192
2020
Q2
$438K Sell
1,486
-1,132
-43% -$324K 0.01% 215
2020
Q1
$653K Sell
2,618
-22
-0.8% -$6.05K 0.02% 183
2019
Q4
$776K Buy
2,640
+1,051
+66% +$275K 0.02% 192
2019
Q3
$345K Buy
1,589
+112
+8% +$27K 0.01% 233
2019
Q2
$360K Buy
1,477
+450
+44% +$108K 0.01% 220
2019
Q1
$254K Sell
1,027
-50
-5% -$12.8K 0.01% 239
2018
Q4
$268K Sell
1,077
-5
-0.5% -$1.32K 0.01% 232
2018
Q3
$288K Buy
1,082
+20
+2% +$5.2K 0.01% 227
2018
Q2
$261K Sell
1,062
-182
-15% -$43.7K 0.01% 233
2018
Q1
$266K Buy
1,244
+87
+8% +$19.9K 0.01% 231
2017
Q4
$255K Buy
1,157
+75
+7% +$15.9K 0.01% 228
2017
Q3
$212K Sell
1,082
-17
-2% -$3.28K 0.01% 236
2017
Q2
$204K Sell
1,099
-544
-33% -$95.4K 0.01% 233
2017
Q1
$270K Buy
+1,643
New +$269K 0.01% 220

Other funds holding UNH

Crawford Investment Counsel's UNH Position: Q2 2026 in Review

Crawford Investment Counsel opened a new position in UnitedHealth (UNH) in Q2 2026: 54,914 shares worth $22.8M. The stake represents 0.38% of the portfolio and ranks #72 among its holdings. This is a return to the name: Crawford Investment Counsel previously reported a position in UNH as recently as Q4 2025.

Crawford Investment Counsel first reported a position in UNH in Q1 2017 and has held it in 37 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Crawford Investment Counsel held 54,914 shares of UnitedHealth worth $22.8M as of Q2 2026.
  • UnitedHealth was a new Crawford Investment Counsel position in Q2 2026.
  • UnitedHealth made up 0.38% of Crawford Investment Counsel's portfolio in Q2 2026, its #72 holding.
  • Crawford Investment Counsel first reported a position in UnitedHealth in Q1 2017 and has held it in 37 quarters since.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Crawford Investment Counsel's 13F filing for Q2 2026, filed 14 Aug 2026.