D.J. St. Germain’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 | $4.84M | Sell |
11,647
-661
| -5% | -$245K | 0.17% | 99 |
|
|
2026
Q1 | $3.33M | Sell |
12,308
-3,732
| -23% | -$1.11M | 0.13% | 105 |
|
|
2025
Q4 | $5.29M | Buy |
16,040
+74
| +0.5% | +$25.1K | 0.21% | 88 |
|
|
2025
Q3 | $5.51M | Sell |
15,966
-390
| -2% | -$118K | 0.22% | 88 |
|
|
2025
Q2 | $5.1M | Sell |
16,356
-204
| -1% | -$78K | 0.22% | 89 |
|
|
2025
Q1 | $8.67M | Sell |
16,560
-524
| -3% | -$268K | 0.41% | 70 |
|
|
2024
Q4 | $8.64M | Sell |
17,084
-172
| -1% | -$97.7K | 0.39% | 71 |
|
|
2024
Q3 | $10.1M | Sell |
17,256
-3,311
| -16% | -$1.87M | 0.46% | 64 |
|
|
2024
Q2 | $10.5M | Sell |
20,567
-227
| -1% | -$111K | 0.51% | 63 |
|
|
2024
Q1 | $10.3M | Sell |
20,794
-47
| -0.2% | -$23.9K | 0.5% | 64 |
|
|
2023
Q4 | $11M | Sell |
20,841
-70
| -0.3% | -$37.3K | 0.57% | 60 |
|
|
2023
Q3 | $10.5M | Sell |
20,911
-78
| -0.4% | -$38.4K | 0.59% | 55 |
|
|
2023
Q2 | $10.1M | Buy |
+20,989
| New | +$10.3M | 0.53% | 60 |
|
|
2022
Q4 | $457K | Buy |
21,919
+801
| +4% | +$424K | 0.15% | 73 |
|
|
2022
Q3 | $10.8M | Hold |
21,118
| – | – | 0.72% | 48 |
|
|
2022
Q2 | $10.8M | Sell |
21,118
-22
| -0.1% | -$11K | 0.72% | 48 |
|
|
2022
Q1 | $10.8M | Sell |
21,140
-3
| -0% | -$1.45K | 0.61% | 57 |
|
|
2021
Q4 | $10.6M | Sell |
21,143
-190
| -0.9% | -$86K | 0.58% | 54 |
|
|
2021
Q3 | $8.34M | Buy |
21,333
+38
| +0.2% | +$15.7K | 0.51% | 59 |
|
|
2021
Q2 | $8.53M | Buy |
21,295
+182
| +0.9% | +$72.6K | 0.54% | 57 |
|
|
2021
Q1 | $7.86M | Hold |
21,113
| – | – | 0.53% | 55 |
|
|
2020
Q4 | $7.4M | Sell |
21,113
-201
| -0.9% | -$67.4K | 0.53% | 54 |
|
|
2020
Q3 | $6.64M | Sell |
21,314
-218
| -1% | -$67K | 0.54% | 54 |
|
|
2020
Q2 | $6.35M | Sell |
21,532
-313
| -1% | -$89.7K | 0.56% | 54 |
|
|
2020
Q1 | $5.45M | Buy |
21,845
+17
| +0.1% | +$4.68K | 0.54% | 55 |
|
|
2019
Q4 | $6.42M | Sell |
21,828
-329
| -1% | -$86.1K | 0.54% | 54 |
|
|
2019
Q3 | $4.82M | Buy |
22,157
+10,040
| +83% | +$2.42M | 0.52% | 52 |
|
|
2019
Q2 | $2.96M | Hold |
12,117
| – | – | 0.32% | 63 |
|
|
2019
Q1 | $3M | Sell |
12,117
-30
| -0.2% | -$7.65K | 0.33% | 63 |
|
|
2018
Q4 | $3.03M | Buy |
12,147
+2,005
| +20% | +$530K | 0.36% | 63 |
|
|
2018
Q3 | $2.7M | Buy |
10,142
+2,770
| +38% | +$720K | 0.3% | 63 |
|
|
2018
Q2 | $1.81M | Buy |
7,372
+422
| +6% | +$101K | 0.22% | 66 |
|
|
2018
Q1 | $1.49M | Buy |
6,950
+4,935
| +245% | +$1.13M | 0.19% | 70 |
|
|
2017
Q4 | $444K | Buy |
+2,015
| New | +$427K | 0.05% | 104 |
|
Other funds holding UNH
VAM
D.J. St. Germain's UNH Position: Q2 2026 in Review
D.J. St. Germain reduced its UnitedHealth (UNH) stake by 5.4% in Q2 2026, selling an estimated $245K and leaving 11,647 shares worth $4.84M. The position accounts for 0.17% of the portfolio, ranked #99.
D.J. St. Germain first reported a position in UNH in Q4 2017 and has held it in 34 quarters since. The position peaked at $11M in Q4 2023. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- D.J. St. Germain held 11,647 shares of UnitedHealth worth $4.84M as of Q2 2026.
- D.J. St. Germain sold 661 UnitedHealth shares in Q2 2026, an estimated $245K.
- UnitedHealth made up 0.17% of D.J. St. Germain's portfolio in Q2 2026, its #99 holding.
- D.J. St. Germain first reported a position in UnitedHealth in Q4 2017 and has held it in 34 quarters since.
- D.J. St. Germain's UnitedHealth position peaked at $11M in Q4 2023.
- 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.