GHP Investment 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 | $6.46M | Buy |
15,553
+1,143
| +8% | +$424K | 0.24% | 132 |
|
|
2026
Q1 | $3.9M | Sell |
14,410
-272
| -2% | -$81K | 0.16% | 167 |
|
|
2025
Q4 | $4.85M | Buy |
14,682
+110
| +0.8% | +$37.3K | 0.2% | 150 |
|
|
2025
Q3 | $5.03M | Sell |
14,572
-674
| -4% | -$204K | 0.21% | 145 |
|
|
2025
Q2 | $4.76M | Sell |
15,246
-2,135
| -12% | -$816K | 0.21% | 148 |
|
|
2025
Q1 | $9.1M | Sell |
17,381
-52
| -0.3% | -$26.6K | 0.44% | 83 |
|
|
2024
Q4 | $8.82M | Buy |
17,433
+387
| +2% | +$220K | 0.41% | 89 |
|
|
2024
Q3 | $9.97M | Buy |
17,046
+114
| +0.7% | +$64.5K | 0.46% | 78 |
|
|
2024
Q2 | $8.62M | Buy |
16,932
+219
| +1% | +$107K | 0.43% | 80 |
|
|
2024
Q1 | $8.27M | Buy |
16,713
+329
| +2% | +$167K | 0.41% | 85 |
|
|
2023
Q4 | $8.63M | Sell |
16,384
-34
| -0.2% | -$18.1K | 0.47% | 72 |
|
|
2023
Q3 | $8.86M | Sell |
16,418
-54
| -0.3% | -$26.6K | 0.54% | 58 |
|
|
2023
Q2 | $8.37M | Buy |
16,472
+401
| +2% | +$196K | 0.49% | 67 |
|
|
2023
Q1 | $7.59M | Buy |
16,071
+62
| +0.4% | +$29.9K | 0.48% | 67 |
|
|
2022
Q4 | $8.49M | Buy |
16,009
+200
| +1% | +$106K | 0.57% | 46 |
|
|
2022
Q3 | $7.98M | Buy |
15,809
+66
| +0.4% | +$34.7K | 0.61% | 39 |
|
|
2022
Q2 | $8.09M | Sell |
15,743
-10
| -0.1% | -$5.02K | 0.6% | 42 |
|
|
2022
Q1 | $8.03M | Sell |
15,753
-132
| -0.8% | -$63.7K | 0.53% | 53 |
|
|
2021
Q4 | $7.98M | Sell |
15,885
-208
| -1% | -$94.2K | 0.57% | 55 |
|
|
2021
Q3 | $6.29M | Buy |
16,093
+93
| +0.6% | +$38.5K | 0.5% | 73 |
|
|
2021
Q2 | $6.41M | Sell |
16,000
-36
| -0.2% | -$14.4K | 0.52% | 67 |
|
|
2021
Q1 | $5.97M | Sell |
16,036
-260
| -2% | -$90.1K | 0.52% | 68 |
|
|
2020
Q4 | $5.71M | Buy |
16,296
+113
| +0.7% | +$37.9K | 0.54% | 67 |
|
|
2020
Q3 | $5.04M | Buy |
16,183
+757
| +5% | +$233K | 0.57% | 58 |
|
|
2020
Q2 | $4.55M | Buy |
15,426
+1,227
| +9% | +$352K | 0.57% | 61 |
|
|
2020
Q1 | $3.54M | Buy |
14,199
+1,132
| +9% | +$312K | 0.53% | 63 |
|
|
2019
Q4 | $3.84M | Buy |
13,067
+262
| +2% | +$68.5K | 0.41% | 77 |
|
|
2019
Q3 | $2.78M | Sell |
12,805
-1,728
| -12% | -$417K | 0.35% | 93 |
|
|
2019
Q2 | $3.55M | Buy |
14,533
+855
| +6% | +$206K | 0.43% | 76 |
|
|
2019
Q1 | $3.38M | Buy |
13,678
+976
| +8% | +$249K | 0.44% | 76 |
|
|
2018
Q4 | $3.16M | Buy |
12,702
+1,178
| +10% | +$311K | 0.48% | 68 |
|
|
2018
Q3 | $3.07M | Buy |
11,524
+1,732
| +18% | +$451K | 0.41% | 78 |
|
|
2018
Q2 | $2.4M | Buy |
9,792
+1,408
| +17% | +$338K | 0.34% | 95 |
|
|
2018
Q1 | $1.79M | Buy |
8,384
+106
| +1% | +$24.2K | 0.25% | 121 |
|
|
2017
Q4 | $1.82M | Buy |
8,278
+166
| +2% | +$35.2K | 0.26% | 120 |
|
|
2017
Q3 | $1.59M | Buy |
8,112
+59
| +0.7% | +$11.4K | 0.24% | 125 |
|
|
2017
Q2 | $1.49M | Buy |
8,053
+248
| +3% | +$43.5K | 0.24% | 123 |
|
|
2017
Q1 | $1.28M | Sell |
7,805
-92
| -1% | -$15.1K | 0.22% | 131 |
|
|
2016
Q4 | $1.26M | Sell |
7,897
-15
| -0.2% | -$2.24K | 0.24% | 124 |
|
|
2016
Q3 | $1.11M | Buy |
7,912
+37
| +0.5% | +$5.18K | 0.23% | 126 |
|
|
2016
Q2 | $1.11M | Buy |
7,875
+247
| +3% | +$32.9K | 0.24% | 121 |
|
|
2016
Q1 | $983K | Sell |
7,628
-284
| -4% | -$33.6K | 0.22% | 128 |
|
|
2015
Q4 | $931K | Buy |
7,912
+222
| +3% | +$25.9K | 0.22% | 126 |
|
|
2015
Q3 | $892K | Buy |
7,690
+362
| +5% | +$43.3K | 0.23% | 127 |
|
|
2015
Q2 | $864K | Buy |
7,328
+216
| +3% | +$25.6K | 0.21% | 134 |
|
|
2015
Q1 | $841K | Buy |
7,112
+271
| +4% | +$30.1K | 0.22% | 129 |
|
|
2014
Q4 | $692K | Buy |
6,841
+128
| +2% | +$12.1K | 0.19% | 143 |
|
|
2014
Q3 | $579K | Buy |
6,713
+241
| +4% | +$20.4K | 0.17% | 147 |
|
|
2014
Q2 | $529K | Buy |
6,472
+642
| +11% | +$50.5K | 0.16% | 158 |
|
|
2014
Q1 | $478K | Buy |
5,830
+1
| +0% | +$75 | 0.15% | 158 |
|
|
2013
Q4 | $439K | Buy |
5,829
+1
| +0% | +$72 | 0.14% | 165 |
|
|
2013
Q3 | $417K | Buy |
5,828
+211
| +4% | +$15.1K | 0.15% | 165 |
|
|
2013
Q2 | $368K | Buy |
+5,617
| New | +$349K | 0.15% | 165 |
|
Other funds holding UNH
PAM
ECSS
GHP Investment Advisors's UNH Position: Q2 2026 in Review
GHP Investment Advisors increased its UnitedHealth (UNH) stake by 7.9% in Q2 2026, buying an estimated $424K and bringing the position to 15,553 shares worth $6.46M. The position accounts for 0.24% of the portfolio, ranked #132.
GHP Investment Advisors first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.97M in Q3 2024. 1,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- GHP Investment Advisors held 15,553 shares of UnitedHealth worth $6.46M as of Q2 2026.
- GHP Investment Advisors bought 1,143 UnitedHealth shares in Q2 2026, an estimated $424K.
- UnitedHealth made up 0.24% of GHP Investment Advisors's portfolio in Q2 2026, its #132 holding.
- GHP Investment Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
- GHP Investment Advisors's UnitedHealth position peaked at $9.97M in Q3 2024.
- 1,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.