Diversified Trust’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 | $21.4M | Sell |
51,431
-1,402
| -3% | -$520K | 0.34% | 40 |
|
|
2026
Q1 | $14.3M | Buy |
52,833
+5,333
| +11% | +$1.59M | 0.27% | 46 |
|
|
2025
Q4 | $15.7M | Buy |
47,500
+2,482
| +6% | +$841K | 0.29% | 40 |
|
|
2025
Q3 | $15.5M | Sell |
45,018
-1,288
| -3% | -$390K | 0.31% | 37 |
|
|
2025
Q2 | $14.4M | Sell |
46,306
-1,633
| -3% | -$624K | 0.32% | 38 |
|
|
2025
Q1 | $25.1M | Sell |
47,939
-1,806
| -4% | -$923K | 0.62% | 25 |
|
|
2024
Q4 | $25.2M | Buy |
49,745
+6,158
| +14% | +$3.5M | 0.61% | 25 |
|
|
2024
Q3 | $25.5M | Buy |
43,587
+1,172
| +3% | +$663K | 0.64% | 24 |
|
|
2024
Q2 | $21.6M | Sell |
42,415
-2,360
| -5% | -$1.16M | 0.61% | 24 |
|
|
2024
Q1 | $22.2M | Buy |
44,775
+1,021
| +2% | +$519K | 0.67% | 23 |
|
|
2023
Q4 | $23M | Buy |
43,754
+300
| +0.7% | +$160K | 0.77% | 21 |
|
|
2023
Q3 | $21.9M | Sell |
43,454
-851
| -2% | -$419K | 0.83% | 20 |
|
|
2023
Q2 | $21.3M | Sell |
44,305
-371
| -0.8% | -$181K | 0.78% | 21 |
|
|
2023
Q1 | $21.1M | Buy |
44,676
+4,382
| +11% | +$2.11M | 0.82% | 19 |
|
|
2022
Q4 | $21.4M | Buy |
40,294
+1,557
| +4% | +$825K | 0.89% | 18 |
|
|
2022
Q3 | $19.6M | Sell |
38,737
-506
| -1% | -$266K | 0.89% | 19 |
|
|
2022
Q2 | $20.2M | Buy |
39,243
+103
| +0.3% | +$51.7K | 0.84% | 19 |
|
|
2022
Q1 | $20M | Buy |
39,140
+8,103
| +26% | +$3.91M | 0.7% | 21 |
|
|
2021
Q4 | $15.6M | Sell |
31,037
-995
| -3% | -$450K | 0.51% | 24 |
|
|
2021
Q3 | $12.5M | Sell |
32,032
-2,551
| -7% | -$1.06M | 0.45% | 33 |
|
|
2021
Q2 | $13.8M | Sell |
34,583
-373
| -1% | -$149K | 0.5% | 27 |
|
|
2021
Q1 | $13M | Sell |
34,956
-993
| -3% | -$344K | 0.5% | 28 |
|
|
2020
Q4 | $12.6M | Sell |
35,949
-589
| -2% | -$197K | 0.51% | 28 |
|
|
2020
Q3 | $11.4M | Buy |
36,538
+1,914
| +6% | +$588K | 0.53% | 28 |
|
|
2020
Q2 | $10.2M | Sell |
34,624
-3,410
| -9% | -$977K | 0.52% | 27 |
|
|
2020
Q1 | $9.48M | Buy |
38,034
+488
| +1% | +$134K | 0.55% | 30 |
|
|
2019
Q4 | $11M | Buy |
37,546
+1,883
| +5% | +$493K | 0.49% | 28 |
|
|
2019
Q3 | $7.75M | Buy |
35,663
+28
| +0.1% | +$6.76K | 0.36% | 35 |
|
|
2019
Q2 | $8.7M | Sell |
35,635
-1,367
| -4% | -$329K | 0.41% | 30 |
|
|
2019
Q1 | $9.15M | Sell |
37,002
-92
| -0.2% | -$23.5K | 0.45% | 29 |
|
|
2018
Q4 | $9.24M | Sell |
37,094
-1,367
| -4% | -$361K | 0.52% | 25 |
|
|
2018
Q3 | $10.2M | Sell |
38,461
-881
| -2% | -$229K | 0.51% | 25 |
|
|
2018
Q2 | $9.65M | Sell |
39,342
-578
| -1% | -$139K | 0.61% | 23 |
|
|
2018
Q1 | $8.54M | Sell |
39,920
-1,208
| -3% | -$276K | 0.55% | 24 |
|
|
2017
Q4 | $9.07M | Buy |
41,128
+37,768
| +1,124% | +$8M | 0.55% | 24 |
|
|
2017
Q3 | $658K | Sell |
3,360
-934
| -22% | -$180K | 0.05% | 134 |
|
|
2017
Q2 | $796K | Buy |
4,294
+961
| +29% | +$169K | 0.06% | 125 |
|
|
2017
Q1 | $547K | Sell |
3,333
-536
| -14% | -$87.8K | 0.04% | 149 |
|
|
2016
Q4 | $619K | Buy |
3,869
+317
| +9% | +$47.4K | 0.05% | 126 |
|
|
2016
Q3 | $497K | Buy |
3,552
+22
| +0.6% | +$3.08K | 0.06% | 168 |
|
|
2016
Q2 | $498K | Buy |
3,530
+40
| +1% | +$5.33K | 0.06% | 246 |
|
|
2016
Q1 | $450K | Hold |
3,490
| – | – | 0.05% | 249 |
|
|
2015
Q4 | $411K | Sell |
3,490
-339
| -9% | -$39.6K | 0.04% | 280 |
|
|
2015
Q3 | $444K | Hold |
3,829
| – | – | 0.05% | 282 |
|
|
2015
Q2 | $467K | Hold |
3,829
| – | – | 0.04% | 304 |
|
|
2015
Q1 | $453K | Hold |
3,829
| – | – | 0.04% | 335 |
|
|
2014
Q4 | $387K | Buy |
+3,829
| New | +$363K | 0.04% | 365 |
|
|
2014
Q2 | $353K | Buy |
+4,319
| New | +$340K | 0.03% | 433 |
|
|
2013
Q4 | $5.46M | Hold |
72,484
| – | – | 0.56% | 20 |
|
|
2013
Q3 | $5.19M | Hold |
72,484
| – | – | 0.55% | 24 |
|
|
2013
Q2 | $4.75M | Buy |
+72,484
| New | +$4.51M | 0.56% | 20 |
|
Other funds holding UNH
PAM
Diversified Trust's UNH Position: Q2 2026 in Review
Diversified Trust reduced its UnitedHealth (UNH) stake by 2.7% in Q2 2026, selling an estimated $520K and leaving 51,431 shares worth $21.4M. The position accounts for 0.34% of the portfolio, ranked #40.
Diversified Trust first reported a position in UNH in Q2 2013 and has held it in 51 quarters since. The position peaked at $25.5M in Q3 2024. 1,641 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Diversified Trust held 51,431 shares of UnitedHealth worth $21.4M as of Q2 2026.
- Diversified Trust sold 1,402 UnitedHealth shares in Q2 2026, an estimated $520K.
- UnitedHealth made up 0.34% of Diversified Trust's portfolio in Q2 2026, its #40 holding.
- Diversified Trust first reported a position in UnitedHealth in Q2 2013 and has held it in 51 quarters since.
- Diversified Trust's UnitedHealth position peaked at $25.5M in Q3 2024.
- 1,641 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.