Eagle Global Advisors’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 | $17.3M | Sell |
41,651
-1,079
| -3% | -$400K | 0.57% | 46 |
|
|
2026
Q1 | $11.6M | Sell |
42,730
-1,174
| -3% | -$350K | 0.42% | 56 |
|
|
2025
Q4 | $14.5M | Sell |
43,904
-555
| -1% | -$188K | 0.54% | 47 |
|
|
2025
Q3 | $15.4M | Sell |
44,459
-5,020
| -10% | -$1.52M | 0.59% | 43 |
|
|
2025
Q2 | $15.4M | Buy |
49,479
+12,262
| +33% | +$4.69M | 0.62% | 37 |
|
|
2025
Q1 | $19.5M | Buy |
37,217
+14
| +0% | +$7.16K | 0.8% | 30 |
|
|
2024
Q4 | $18.8M | Buy |
37,203
+1,245
| +3% | +$707K | 0.77% | 33 |
|
|
2024
Q3 | $21M | Sell |
35,958
-164
| -0.5% | -$92.8K | 1.04% | 27 |
|
|
2024
Q2 | $18.4M | Sell |
36,122
-106
| -0.3% | -$52K | 0.97% | 27 |
|
|
2024
Q1 | $17.9M | Sell |
36,228
-51
| -0.1% | -$25.9K | 1.01% | 27 |
|
|
2023
Q4 | $19.1M | Sell |
36,279
-617
| -2% | -$329K | 1.15% | 22 |
|
|
2023
Q3 | $18.6M | Sell |
36,896
-65
| -0.2% | -$32K | 1.21% | 22 |
|
|
2023
Q2 | $17.8M | Sell |
36,961
-1,616
| -4% | -$790K | 1.17% | 19 |
|
|
2023
Q1 | $18.2M | Sell |
38,577
-194
| -0.5% | -$93.6K | 1.23% | 22 |
|
|
2022
Q4 | $20.6M | Sell |
38,771
-56
| -0.1% | -$29.7K | 1.42% | 20 |
|
|
2022
Q3 | $19.6M | Sell |
38,827
-107
| -0.3% | -$56.3K | 1.47% | 18 |
|
|
2022
Q2 | $20M | Sell |
38,934
-19
| -0% | -$9.54K | 1.47% | 17 |
|
|
2022
Q1 | $19.9M | Sell |
38,953
-15
| -0% | -$7.24K | 1.23% | 22 |
|
|
2021
Q4 | $19.6M | Sell |
38,968
-504
| -1% | -$228K | 1.23% | 21 |
|
|
2021
Q3 | $15.4M | Buy |
39,472
+1,094
| +3% | +$453K | 1.02% | 27 |
|
|
2021
Q2 | $15.4M | Buy |
38,378
+785
| +2% | +$313K | 0.99% | 29 |
|
|
2021
Q1 | $14M | Sell |
37,593
-534
| -1% | -$185K | 1.03% | 28 |
|
|
2020
Q4 | $13.4M | Sell |
38,127
-65
| -0.2% | -$21.8K | 1.05% | 31 |
|
|
2020
Q3 | $11.9M | Buy |
38,192
+15,325
| +67% | +$4.71M | 1.07% | 32 |
|
|
2020
Q2 | $6.75M | Buy |
22,867
+145
| +0.6% | +$41.5K | 0.61% | 45 |
|
|
2020
Q1 | $5.67M | Buy |
22,722
+160
| +0.7% | +$44K | 0.57% | 51 |
|
|
2019
Q4 | $6.63M | Sell |
22,562
-219
| -1% | -$57.3K | 0.34% | 62 |
|
|
2019
Q3 | $4.95M | Sell |
22,781
-467
| -2% | -$113K | 0.21% | 72 |
|
|
2019
Q2 | $5.67M | Buy |
+23,248
| New | +$5.59M | 0.23% | 75 |
|
|
2018
Q4 | – | Sell |
-1,275
| Closed | -$339K | – | 247 |
|
|
2018
Q3 | $339K | Hold |
1,275
| – | – | 0.01% | 189 |
|
|
2018
Q2 | $313K | Hold |
1,275
| – | – | 0.01% | 198 |
|
|
2018
Q1 | $273K | Hold |
1,275
| – | – | 0.01% | 207 |
|
|
2017
Q4 | $281K | Hold |
1,275
| – | – | 0.01% | 214 |
|
|
2017
Q3 | $250K | Sell |
1,275
-1,140
| -47% | -$220K | 0.01% | 222 |
|
|
2017
Q2 | $448K | Buy |
2,415
+394
| +19% | +$69.1K | 0.01% | 234 |
|
|
2017
Q1 | $331K | Buy |
2,021
+746
| +59% | +$122K | 0.01% | 270 |
|
|
2016
Q4 | $204K | Buy |
+1,275
| New | +$190K | 0.01% | 331 |
|
Other funds holding UNH
PAM
Eagle Global Advisors's UNH Position: Q2 2026 in Review
Eagle Global Advisors reduced its UnitedHealth (UNH) stake by 2.5% in Q2 2026, selling an estimated $400K and leaving 41,651 shares worth $17.3M. The position accounts for 0.57% of the portfolio, ranked #46.
Eagle Global Advisors first reported a position in UNH in Q4 2016 and has held it in 37 quarters since. The position peaked at $21M in Q3 2024. 1,663 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Eagle Global Advisors held 41,651 shares of UnitedHealth worth $17.3M as of Q2 2026.
- Eagle Global Advisors sold 1,079 UnitedHealth shares in Q2 2026, an estimated $400K.
- UnitedHealth made up 0.57% of Eagle Global Advisors's portfolio in Q2 2026, its #46 holding.
- Eagle Global Advisors first reported a position in UnitedHealth in Q4 2016 and has held it in 37 quarters since.
- Eagle Global Advisors's UnitedHealth position peaked at $21M in Q3 2024.
- 1,663 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Eagle Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.