Deseret Mutual Benefit Administrators’s UnitedHealth UNH Stock Holding History

Deseret Mutual Benefit Administrators’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	$1.63M	Sell	3,914 -234	-6%	-$86.7K	0.53%	42
2026 Q1	$1.12M	Buy	4,148 +2,213	+114%	+$659K	0.38%	58
2025 Q4	$639K	Buy	1,935 +311	+19%	+$105K	0.27%	60
2025 Q3	$561K	Buy	1,624 +541	+50%	+$164K	0.24%	62
2025 Q2	$338K	Hold	1,083	–	–	0.16%	88
2025 Q1	$567K	Buy	1,083 +54	+5%	+$27.6K	0.28%	57
2024 Q4	$521K	Buy	1,029 +27	+3%	+$15.3K	0.26%	59
2024 Q3	$586K	Buy	1,002 +27	+3%	+$15.3K	0.3%	54
2024 Q2	$497K	Buy	975 +63	+7%	+$30.9K	0.23%	59
2024 Q1	$451K	Buy	912 +36	+4%	+$18.3K	0.23%	63
2023 Q4	$461K	Sell	876 -239	-21%	-$127K	0.27%	59
2023 Q3	$562K	Sell	1,115 -87	-7%	-$42.8K	0.28%	57
2023 Q2	$578K	Hold	1,202	–	–	0.22%	62
2023 Q1	$568K	Sell	1,202 -12	-1%	-$5.79K	0.22%	60
2022 Q4	$644K	Sell	1,214 -1,021	-46%	-$541K	0.26%	53
2022 Q3	$1.13M	Sell	2,235 -622	-22%	-$327K	0.32%	46
2022 Q2	$1.47M	Hold	2,857	–	–	0.33%	46
2022 Q1	$1.46M	Sell	2,857 -540	-16%	-$260K	0.29%	54
2021 Q4	$1.71M	Buy	3,397 +22	+0.7%	+$9.96K	0.29%	56
2021 Q3	$1.32M	Sell	3,375 -954	-22%	-$395K	0.24%	62
2021 Q2	$1.73M	Buy	+4,329	New	+$1.73M	0.42%	22

Other funds holding UNH

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Deseret Mutual Benefit Administrators's UNH Position: Q2 2026 in Review

Deseret Mutual Benefit Administrators reduced its UnitedHealth (UNH) stake by 5.6% in Q2 2026, selling an estimated $86.7K and leaving 3,914 shares worth $1.63M. The position accounts for 0.53% of the portfolio, ranked #42.

Deseret Mutual Benefit Administrators first reported a position in UNH in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.73M in Q2 2021. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Deseret Mutual Benefit Administrators held 3,914 shares of UnitedHealth worth $1.63M as of Q2 2026.
Deseret Mutual Benefit Administrators sold 234 UnitedHealth shares in Q2 2026, an estimated $86.7K.
UnitedHealth made up 0.53% of Deseret Mutual Benefit Administrators's portfolio in Q2 2026, its #42 holding.
Deseret Mutual Benefit Administrators first reported a position in UnitedHealth in Q2 2021 and has held it in 21 quarters since.
Deseret Mutual Benefit Administrators's UnitedHealth position peaked at $1.73M in Q2 2021.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q2 2026, filed 14 Aug 2026.