Crossmark Global Holdings’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 | $4.81M | Sell |
11,569
-361
| -3% | -$134K | 0.06% | 271 |
|
|
2026
Q1 | $3.23M | Sell |
11,930
-508
| -4% | -$151K | 0.05% | 326 |
|
|
2025
Q4 | $4.11M | Sell |
12,438
-7,376
| -37% | -$2.5M | 0.06% | 286 |
|
|
2025
Q3 | $6.84M | Sell |
19,814
-698
| -3% | -$211K | 0.1% | 214 |
|
|
2025
Q2 | $6.4M | Sell |
20,512
-1,887
| -8% | -$721K | 0.1% | 217 |
|
|
2025
Q1 | $11.7M | Buy |
22,399
+154
| +0.7% | +$78.7K | 0.21% | 121 |
|
|
2024
Q4 | $11.3M | Sell |
22,245
-753
| -3% | -$428K | 0.21% | 121 |
|
|
2024
Q3 | $13.4M | Sell |
22,998
-1,132
| -5% | -$640K | 0.24% | 102 |
|
|
2024
Q2 | $12.3M | Sell |
24,130
-17,229
| -42% | -$8.44M | 0.23% | 101 |
|
|
2024
Q1 | $20.5M | Buy |
41,359
+2,218
| +6% | +$1.13M | 0.39% | 54 |
|
|
2023
Q4 | $20.6M | Sell |
39,141
-667
| -2% | -$356K | 0.43% | 45 |
|
|
2023
Q3 | $20.9M | Sell |
39,808
-157
| -0.4% | -$77.3K | 0.47% | 38 |
|
|
2023
Q2 | $20.1M | Sell |
39,965
-535
| -1% | -$262K | 0.43% | 43 |
|
|
2023
Q1 | $19.1M | Buy |
40,500
+409
| +1% | +$197K | 0.45% | 40 |
|
|
2022
Q4 | $21.3M | Buy |
40,091
+389
| +1% | +$206K | 0.53% | 27 |
|
|
2022
Q3 | $20.1M | Sell |
39,702
-3,001
| -7% | -$1.58M | 0.56% | 27 |
|
|
2022
Q2 | $21.9M | Buy |
42,703
+410
| +1% | +$206K | 0.57% | 25 |
|
|
2022
Q1 | $21.6M | Buy |
42,293
+650
| +2% | +$313K | 0.48% | 33 |
|
|
2021
Q4 | $20.9M | Sell |
41,643
-90
| -0.2% | -$40.7K | 0.45% | 38 |
|
|
2021
Q3 | $16.3M | Buy |
41,733
+1,980
| +5% | +$820K | 0.38% | 53 |
|
|
2021
Q2 | $15.9M | Sell |
39,753
-2,389
| -6% | -$953K | 0.37% | 58 |
|
|
2021
Q1 | $15.7M | Sell |
42,142
-291
| -0.7% | -$101K | 0.39% | 52 |
|
|
2020
Q4 | $14.9M | Sell |
42,433
-341
| -0.8% | -$114K | 0.38% | 55 |
|
|
2020
Q3 | $13.3M | Buy |
42,774
+112
| +0.3% | +$34.4K | 0.37% | 49 |
|
|
2020
Q2 | $12.6M | Buy |
42,662
+2,664
| +7% | +$763K | 0.37% | 60 |
|
|
2020
Q1 | $9.97M | Sell |
39,998
-439
| -1% | -$121K | 0.36% | 67 |
|
|
2019
Q4 | $11.9M | Buy |
40,437
+279
| +0.7% | +$73K | 0.33% | 80 |
|
|
2019
Q3 | $8.73M | Sell |
40,158
-4,095
| -9% | -$988K | 0.25% | 103 |
|
|
2019
Q2 | $10.8M | Sell |
44,253
-3,445
| -7% | -$829K | 0.3% | 77 |
|
|
2019
Q1 | $11.8M | Sell |
47,698
-2,091
| -4% | -$533K | 0.33% | 64 |
|
|
2018
Q4 | $12.4M | Buy |
49,789
+1,937
| +4% | +$512K | 0.38% | 53 |
|
|
2018
Q3 | $12.7M | Buy |
47,852
+832
| +2% | +$216K | 0.32% | 66 |
|
|
2018
Q2 | $11.5M | Sell |
47,020
-4,419
| -9% | -$1.06M | 0.31% | 68 |
|
|
2018
Q1 | $11M | Sell |
51,439
-1,127
| -2% | -$257K | 0.28% | 77 |
|
|
2017
Q4 | $11.6M | Sell |
52,566
-462
| -0.9% | -$97.9K | 0.28% | 79 |
|
|
2017
Q3 | $10.4M | Buy |
+53,028
| New | +$10.2M | 0.27% | 87 |
|
|
2016
Q3 | $10.4M | Buy |
+53,028
| New | +$7.43M | 0.27% | 87 |
|
Other funds holding UNH
VAM
Crossmark Global Holdings's UNH Position: Q2 2026 in Review
Crossmark Global Holdings reduced its UnitedHealth (UNH) stake by 3% in Q2 2026, selling an estimated $134K and leaving 11,569 shares worth $4.81M. The position accounts for 0.06% of the portfolio, ranked #271.
Crossmark Global Holdings first reported a position in UNH in Q3 2016 and has held it in 37 quarters since. The position peaked at $21.9M in Q2 2022. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Crossmark Global Holdings held 11,569 shares of UnitedHealth worth $4.81M as of Q2 2026.
- Crossmark Global Holdings sold 361 UnitedHealth shares in Q2 2026, an estimated $134K.
- UnitedHealth made up 0.06% of Crossmark Global Holdings's portfolio in Q2 2026, its #271 holding.
- Crossmark Global Holdings first reported a position in UnitedHealth in Q3 2016 and has held it in 37 quarters since.
- Crossmark Global Holdings's UnitedHealth position peaked at $21.9M in Q2 2022.
- 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.