Deroy & Devereaux Private Investment Counsel’s UnitedHealth UNH Stock Holding History

Deroy & Devereaux Private Investment Counsel’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	$357K	Hold	860	–	–	0.01%	147
2026 Q1	$233K	Sell	860 -180	-17%	-$53.6K	0.01%	162
2025 Q4	$343K	Sell	1,040 -12	-1%	-$4.07K	0.02%	141
2025 Q3	$363K	Hold	1,052	–	–	0.02%	139
2025 Q2	$328K	Sell	1,052 -48	-4%	-$18.3K	0.02%	143
2025 Q1	$576K	Sell	1,100 -960	-47%	-$491K	0.03%	126
2024 Q4	$1.04M	Buy	2,060 +60	+3%	+$34.1K	0.06%	109
2024 Q3	$1.17M	Hold	2,000	–	–	0.07%	104
2024 Q2	$1.02M	Sell	2,000 -275	-12%	-$135K	0.06%	105
2024 Q1	$1.13M	Hold	2,275	–	–	0.07%	105
2023 Q4	$1.2M	Sell	2,275 -1,361	-37%	-$726K	0.08%	102
2023 Q3	$1.83M	Sell	3,636 -50	-1%	-$24.6K	0.13%	94
2023 Q2	$1.77M	Buy	3,686 +2,564	+229%	+$1.25M	0.12%	93
2023 Q1	$530K	Hold	1,122	–	–	0.04%	106
2022 Q4	$595K	Hold	1,122	–	–	0.05%	104
2022 Q3	$567K	Hold	1,122	–	–	0.05%	100
2022 Q2	$576K	Hold	1,122	–	–	0.05%	104
2022 Q1	$572K	Hold	1,122	–	–	0.04%	115
2021 Q4	$563K	Buy	1,122 +32	+3%	+$14.5K	0.04%	113
2021 Q3	$426K	Hold	1,090	–	–	0.03%	120
2021 Q2	$436K	Hold	1,090	–	–	0.03%	122
2021 Q1	$406K	Hold	1,090	–	–	0.03%	125
2020 Q4	$382K	Sell	1,090 -2,500	-70%	-$838K	0.03%	121
2020 Q3	$1.12M	Hold	3,590	–	–	0.12%	91
2020 Q2	$1.06M	Sell	3,590 -66	-2%	-$18.9K	0.12%	92
2020 Q1	$912K	Hold	3,656	–	–	0.12%	89
2019 Q4	$1.07M	Sell	3,656 -72	-2%	-$18.8K	0.09%	86
2019 Q3	$810K	Buy	3,728 +22	+0.6%	+$5.31K	0.08%	90
2019 Q2	$904K	Sell	3,706 -26	-0.7%	-$6.25K	0.09%	87
2019 Q1	$923K	Sell	3,732 -108	-3%	-$27.5K	0.09%	90
2018 Q4	$957K	Sell	3,840 -500	-12%	-$132K	0.11%	92
2018 Q3	$1.16M	Sell	4,340 -85	-2%	-$22.1K	0.12%	89
2018 Q2	$1.09M	Hold	4,425	–	–	0.11%	91
2018 Q1	$947K	Buy	4,425 +841	+23%	+$192K	0.1%	96
2017 Q4	$790K	Buy	3,584 +83	+2%	+$17.6K	0.08%	99
2017 Q3	$686K	Hold	3,501	–	–	0.08%	103
2017 Q2	$649K	Buy	3,501 +91	+3%	+$16K	0.07%	102
2017 Q1	$559K	Buy	3,410 +410	+14%	+$67.1K	0.06%	110
2016 Q4	$480K	Hold	3,000	–	–	0.06%	113
2016 Q3	$420K	Hold	3,000	–	–	0.05%	114
2016 Q2	$424K	Hold	3,000	–	–	0.06%	118
2016 Q1	$387K	Sell	3,000 -50	-2%	-$5.92K	0.05%	121
2015 Q4	$359K	Hold	3,050	–	–	0.05%	123
2015 Q3	$354K	Buy	3,050 +50	+2%	+$5.98K	0.05%	118
2015 Q2	$366K	Hold	3,000	–	–	0.05%	123
2015 Q1	$355K	Hold	3,000	–	–	0.04%	126
2014 Q4	$303K	Hold	3,000	–	–	0.04%	142
2014 Q3	$259K	Hold	3,000	–	–	0.04%	134
2014 Q2	$245K	Hold	3,000	–	–	0.04%	144
2014 Q1	$246K	Hold	3,000	–	–	0.04%	150
2013 Q4	$226K	Hold	3,000	–	–	0.04%	167
2013 Q3	$215K	Sell	3,000 -166	-5%	-$11.9K	0.04%	149
2013 Q2	$207K	Buy	+3,166	New	+$197K	0.04%	149

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel's UNH Position: Q2 2026 in Review

Deroy & Devereaux Private Investment Counsel held its UnitedHealth (UNH) position steady in Q2 2026 at 860 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #147.

Deroy & Devereaux Private Investment Counsel first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.83M in Q3 2023. 2,266 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Deroy & Devereaux Private Investment Counsel held 860 shares of UnitedHealth worth $357K as of Q2 2026.
Deroy & Devereaux Private Investment Counsel left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.01% of Deroy & Devereaux Private Investment Counsel's portfolio in Q2 2026, its #147 holding.
Deroy & Devereaux Private Investment Counsel first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
Deroy & Devereaux Private Investment Counsel's UnitedHealth position peaked at $1.83M in Q3 2023.
2,266 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Deroy & Devereaux Private Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.