CSU Producer Resources’s UnitedHealth UNH Stock Holding History

CSU Producer Resources’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 Q1	$893K	Hold	3,300	–	–	2.56%	14
2025 Q4	$1.09M	Hold	3,300	–	–	3.26%	12
2025 Q3	$1.14M	Hold	3,300	–	–	3.37%	14
2025 Q2	$1.03M	Hold	3,300	–	–	3.21%	15
2025 Q1	$1.73M	Hold	3,300	–	–	5.73%	7
2024 Q4	$1.67M	Hold	3,300	–	–	5.5%	6
2024 Q3	$1.93M	Hold	3,300	–	–	6.14%	5
2024 Q2	$1.68M	Hold	3,300	–	–	5.6%	7
2024 Q1	$1.63M	Hold	3,300	–	–	5.37%	6
2023 Q4	$1.74M	Hold	3,300	–	–	6.1%	5
2023 Q3	$1.66M	Hold	3,300	–	–	6.36%	4
2023 Q2	$1.59M	Hold	3,300	–	–	5.89%	6
2023 Q1	$1.56M	Hold	3,300	–	–	5.81%	5
2022 Q4	$1.75M	Hold	3,300	–	–	6.57%	2
2022 Q3	$1.67M	Hold	3,300	–	–	7.16%	3
2022 Q2	$1.7M	Hold	3,300	–	–	6.61%	4
2022 Q1	$1.68M	Hold	3,300	–	–	6.16%	4
2021 Q4	$1.66M	Hold	3,300	–	–	5.95%	6
2021 Q3	$1.29M	Hold	3,300	–	–	5.22%	8
2021 Q2	$1.32M	Hold	3,300	–	–	5.2%	7
2021 Q1	$1.23M	Sell	3,300 -3,100	-48%	-$1.07M	5.12%	8
2020 Q4	$2.24M	Hold	6,400	–	–	6.9%	5
2020 Q3	$2M	Hold	6,400	–	–	6.66%	5
2020 Q2	$1.89M	Hold	6,400	–	–	6.82%	5
2020 Q1	$1.6M	Hold	6,400	–	–	7.22%	5
2019 Q4	$1.88M	Hold	6,400	–	–	6.42%	7
2019 Q3	$1.39M	Hold	6,400	–	–	5.17%	7
2019 Q2	$1.56M	Hold	6,400	–	–	5.76%	7
2019 Q1	$1.58M	Hold	6,400	–	–	6.37%	7
2018 Q4	$1.59M	Hold	6,400	–	–	7.4%	6
2018 Q3	$1.7M	Hold	6,400	–	–	6.62%	6
2018 Q2	$1.57M	Hold	6,400	–	–	6.58%	6
2018 Q1	$1.37M	Hold	6,400	–	–	6%	7
2017 Q4	$1.41M	Hold	6,400	–	–	6.14%	8
2017 Q3	$1.25M	Hold	6,400	–	–	5.93%	8
2017 Q2	$1.19M	Hold	6,400	–	–	5.9%	8
2017 Q1	$1.05M	Hold	6,400	–	–	5.35%	8
2016 Q4	$1.02M	Hold	6,400	–	–	5.7%	9
2016 Q3	$896K	Hold	6,400	–	–	5.26%	10
2016 Q2	$904K	Hold	6,400	–	–	5.7%	9
2016 Q1	$825K	Hold	6,400	–	–	5.67%	8
2015 Q4	$753K	Hold	6,400	–	–	5.8%	9
2015 Q3	$742K	Hold	6,400	–	–	6.49%	9
2015 Q2	$781K	Hold	6,400	–	–	6.26%	9
2015 Q1	$757K	Hold	6,400	–	–	6.13%	9
2014 Q4	$647K	Hold	6,400	–	–	5.67%	9
2014 Q3	$552K	Hold	6,400	–	–	5.15%	9
2014 Q2	$523K	Buy	+6,400	New	+$504K	4.86%	9

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CSU Producer Resources's UNH Position: Q1 2026 in Review

CSU Producer Resources held its UnitedHealth (UNH) position steady in Q1 2026 at 3,300 shares worth $893K. The position accounts for 2.56% of the portfolio, ranked #14.

CSU Producer Resources first reported a position in UNH in Q2 2014 and has held it in 48 quarters since. The position peaked at $2.24M in Q4 2020. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

CSU Producer Resources held 3,300 shares of UnitedHealth worth $893K as of Q1 2026.
CSU Producer Resources left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 2.56% of CSU Producer Resources's portfolio in Q1 2026, its #14 holding.
CSU Producer Resources first reported a position in UnitedHealth in Q2 2014 and has held it in 48 quarters since.
CSU Producer Resources's UnitedHealth position peaked at $2.24M in Q4 2020.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on CSU Producer Resources's 13F filing for Q1 2026, filed 11 May 2026.