Ferguson Wellman Capital Management’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 | $9.23M | Sell |
22,200
-2,351
| -10% | -$871K | 0.11% | 108 |
|
|
2026
Q1 | $6.64M | Sell |
24,551
-2,378
| -9% | -$708K | 0.09% | 114 |
|
|
2025
Q4 | $8.89M | Sell |
26,929
-1,385
| -5% | -$469K | 0.14% | 82 |
|
|
2025
Q3 | $9.78M | Sell |
28,314
-4,749
| -14% | -$1.44M | 0.16% | 78 |
|
|
2025
Q2 | $10.3M | Sell |
33,063
-155,436
| -82% | -$59.4M | 0.18% | 72 |
|
|
2025
Q1 | $98.7M | Buy |
188,499
+2,822
| +2% | +$1.44M | 1.92% | 15 |
|
|
2024
Q4 | $93.9M | Sell |
185,677
-3,226
| -2% | -$1.83M | 1.79% | 16 |
|
|
2024
Q3 | $110M | Buy |
188,903
+48,629
| +35% | +$27.5M | 2.14% | 9 |
|
|
2024
Q2 | $71.4M | Sell |
140,274
-6,278
| -4% | -$3.08M | 1.45% | 16 |
|
|
2024
Q1 | $72.5M | Sell |
146,552
-1,048
| -0.7% | -$533K | 1.48% | 19 |
|
|
2023
Q4 | $77.7M | Buy |
147,600
+2,908
| +2% | +$1.55M | 1.74% | 17 |
|
|
2023
Q3 | $73M | Sell |
144,692
-2,202
| -1% | -$1.08M | 1.79% | 13 |
|
|
2023
Q2 | $70.6M | Sell |
146,894
-45,022
| -23% | -$22M | 1.66% | 14 |
|
|
2023
Q1 | $90.7M | Sell |
191,916
-14,871
| -7% | -$7.18M | 2.28% | 7 |
|
|
2022
Q4 | $110M | Buy |
206,787
+41,447
| +25% | +$22M | 2.86% | 4 |
|
|
2022
Q3 | $83.5M | Buy |
165,340
+5,671
| +4% | +$2.98M | 3.27% | 4 |
|
|
2022
Q2 | $82M | Sell |
159,669
-290
| -0.2% | -$146K | 3.04% | 4 |
|
|
2022
Q1 | $81.6M | Sell |
159,959
-1,053
| -0.7% | -$508K | 2.57% | 4 |
|
|
2021
Q4 | $80.9M | Buy |
161,012
+2,872
| +2% | +$1.3M | 2.36% | 5 |
|
|
2021
Q3 | $61.8M | Buy |
158,140
+1,276
| +0.8% | +$529K | 1.99% | 7 |
|
|
2021
Q2 | $62.8M | Buy |
156,864
+40,156
| +34% | +$16M | 2.05% | 8 |
|
|
2021
Q1 | $43.4M | Sell |
116,708
-1,795
| -2% | -$622K | 1.51% | 18 |
|
|
2020
Q4 | $41.6M | Sell |
118,503
-1,083
| -0.9% | -$363K | 1.02% | 27 |
|
|
2020
Q3 | $37.3M | Sell |
119,586
-806
| -0.7% | -$248K | 1.03% | 30 |
|
|
2020
Q2 | $35.5M | Buy |
120,392
+284
| +0.2% | +$81.4K | 1.08% | 28 |
|
|
2020
Q1 | $30M | Sell |
120,108
-1,953
| -2% | -$537K | 1.12% | 27 |
|
|
2019
Q4 | $35.9M | Sell |
122,061
-1,268
| -1% | -$332K | 1.06% | 26 |
|
|
2019
Q3 | $26.8M | Buy |
123,329
+34,306
| +39% | +$8.28M | 0.86% | 36 |
|
|
2019
Q2 | $21.7M | Sell |
89,023
-43,784
| -33% | -$10.5M | 0.72% | 47 |
|
|
2019
Q1 | $32.8M | Sell |
132,807
-40,419
| -23% | -$10.3M | 1.12% | 25 |
|
|
2018
Q4 | $43.2M | Buy |
173,226
+3,753
| +2% | +$991K | 1.66% | 13 |
|
|
2018
Q3 | $45.1M | Sell |
169,473
-3,053
| -2% | -$794K | 1.48% | 17 |
|
|
2018
Q2 | $42.3M | Sell |
172,526
-567
| -0.3% | -$136K | 1.48% | 15 |
|
|
2018
Q1 | $37M | Sell |
173,093
-3,477
| -2% | -$794K | 1.31% | 17 |
|
|
2017
Q4 | $38.9M | Sell |
176,570
-1,252
| -0.7% | -$265K | 1.34% | 21 |
|
|
2017
Q3 | $34.8M | Sell |
177,822
-2,994
| -2% | -$578K | 1.26% | 22 |
|
|
2017
Q2 | $33.5M | Buy |
180,816
+889
| +0.5% | +$156K | 1.26% | 24 |
|
|
2017
Q1 | $29.5M | Sell |
179,927
-66,965
| -27% | -$11M | 1.14% | 28 |
|
|
2016
Q4 | $39.5M | Sell |
246,892
-1,132
| -0.5% | -$169K | 1.61% | 15 |
|
|
2016
Q3 | $34.7M | Sell |
248,024
-98,779
| -28% | -$13.8M | 1.48% | 17 |
|
|
2016
Q2 | $49M | Sell |
346,803
-8,552
| -2% | -$1.14M | 2.06% | 7 |
|
|
2016
Q1 | $45.8M | Buy |
355,355
+168,519
| +90% | +$19.9M | 1.95% | 7 |
|
|
2015
Q4 | $22M | Buy |
186,836
+3,266
| +2% | +$382K | 0.9% | 37 |
|
|
2015
Q3 | $21.3M | Buy |
183,570
+7,920
| +5% | +$948K | 0.95% | 35 |
|
|
2015
Q2 | $21.4M | Sell |
175,650
-80,100
| -31% | -$9.48M | 0.89% | 37 |
|
|
2015
Q1 | $30.3M | Buy |
255,750
+11,810
| +5% | +$1.31M | 1.25% | 21 |
|
|
2014
Q4 | $24.7M | Buy |
243,940
+239,550
| +5,457% | +$22.7M | 0.99% | 35 |
|
|
2014
Q3 | $379K | Sell |
4,390
-268
| -6% | -$22.6K | 0.02% | 251 |
|
|
2014
Q2 | $381K | Buy |
+4,658
| New | +$366K | 0.02% | 259 |
|
Other funds holding UNH
Ferguson Wellman Capital Management's UNH Position: Q2 2026 in Review
Ferguson Wellman Capital Management reduced its UnitedHealth (UNH) stake by 9.6% in Q2 2026, selling an estimated $871K and leaving 22,200 shares worth $9.23M. The position accounts for 0.11% of the portfolio, ranked #108.
Ferguson Wellman Capital Management first reported a position in UNH in Q2 2014 and has held it in 49 quarters since. The position peaked at $110M in Q3 2024. 1,692 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Ferguson Wellman Capital Management held 22,200 shares of UnitedHealth worth $9.23M as of Q2 2026.
- Ferguson Wellman Capital Management sold 2,351 UnitedHealth shares in Q2 2026, an estimated $871K.
- UnitedHealth made up 0.11% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #108 holding.
- Ferguson Wellman Capital Management first reported a position in UnitedHealth in Q2 2014 and has held it in 49 quarters since.
- Ferguson Wellman Capital Management's UnitedHealth position peaked at $110M in Q3 2024.
- 1,692 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.