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Detalus Advisors’s UnitedHealth UNH Stock Holding History

Detalus Advisors’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 		$491K Sell
1,182
-497
-30% -$184K 0.1% 102
2026
Q1 		$454K Sell
1,679
-2
-0.1% -$596 0.1% 108
2025
Q4 		$555K Buy
1,681
+117
+7% +$39.6K 0.14% 84
2025
Q3 		$540K Buy
1,564
+43
+3% +$13K 0.14% 80
2025
Q2 		$475K Sell
1,521
-19
-1% -$7.26K 0.14% 92
2025
Q1 		$807K Sell
1,540
-162
-10% -$82.8K 0.25% 57
2024
Q4 		$861K Buy
1,702
+29
+2% +$16.5K 0.28% 47
2024
Q3 		$978K Buy
1,673
+28
+2% +$15.8K 0.33% 43
2024
Q2 		$838K Buy
1,645
+150
+10% +$73.5K 0.29% 47
2024
Q1 		$740K Sell
1,495
-98
-6% -$49.8K 0.26% 54
2023
Q4 		$839K Hold
1,593
– – 0.34% 46
2023
Q3 		$803K Sell
1,593
-150
-9% -$73.8K 0.38% 46
2023
Q2 		$838K Sell
1,743
-122
-7% -$59.7K 0.38% 49
2023
Q1 		$881K Sell
1,865
-10
-0.5% -$4.83K 0.42% 45
2022
Q4 		$994K Sell
1,875
-8
-0.4% -$4.24K 0.49% 41
2022
Q3 		$951K Hold
1,883
– – 0.57% 37
2022
Q2 		$967K Hold
1,883
– – 0.57% 29
2022
Q1 		$960K Sell
1,883
-10
-0.5% -$4.82K 0.51% 33
2021
Q4 		$951K Hold
1,893
– – 0.46% 36
2021
Q3 		$740K Hold
1,893
– – 0.38% 46
2021
Q2 		$758K Buy
1,893
+10
+0.5% +$3.99K 0.4% 45
2021
Q1 		$701K Buy
1,883
+25
+1% +$8.66K 0.41% 48
2020
Q4 		$652K Sell
1,858
-92
-5% -$30.8K 0.41% 48
2020
Q3 		$608K Sell
1,950
-141
-7% -$43.3K 0.44% 42
2020
Q2 		$617K Sell
2,091
-17
-0.8% -$4.87K 0.48% 43
2020
Q1 		$526K Buy
2,108
+1,090
+107% +$300K 0.48% 41
2019
Q4 		$299K Buy
+1,018
New +$266K 0.22% 74

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Detalus Advisors's UNH Position: Q2 2026 in Review

Detalus Advisors reduced its UnitedHealth (UNH) stake by 30% in Q2 2026, selling an estimated $184K and leaving 1,182 shares worth $491K. The position accounts for 0.1% of the portfolio, ranked #102.

Detalus Advisors first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $994K in Q4 2022. 1,456 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Detalus Advisors held 1,182 shares of UnitedHealth worth $491K as of Q2 2026.
  • Detalus Advisors sold 497 UnitedHealth shares in Q2 2026, an estimated $184K.
  • UnitedHealth made up 0.1% of Detalus Advisors's portfolio in Q2 2026, its #102 holding.
  • Detalus Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Detalus Advisors's UnitedHealth position peaked at $994K in Q4 2022.
  • 1,456 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Detalus Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.