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Gladstone Institutional Advisory’s UnitedHealth UNH Stock Holding History

Gladstone Institutional Advisory’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 		$3.69M Sell
8,888
-586
-6% -$217K 0.12% 189
2026
Q1 		$2.56M Sell
9,474
-193
-2% -$57.5K 0.1% 224
2025
Q4 		$3.19M Sell
9,667
-5,333
-36% -$1.81M 0.12% 181
2025
Q3 		$5.18M Sell
15,000
-529
-3% -$160K 0.2% 110
2025
Q2 		$4.84M Buy
15,529
+866
+6% +$331K 0.2% 118
2025
Q1 		$7.68M Buy
14,663
+800
+6% +$409K 0.36% 64
2024
Q4 		$7.01M Buy
13,863
+175
+1% +$99.4K 0.33% 71
2024
Q3 		$8M Sell
13,688
-820
-6% -$464K 0.39% 63
2024
Q2 		$7.39M Sell
14,508
-120
-0.8% -$58.8K 0.38% 63
2024
Q1 		$7.24M Buy
14,628
+1,834
+14% +$932K 0.4% 59
2023
Q4 		$6.74M Buy
12,794
+1,259
+11% +$671K 0.38% 65
2023
Q3 		$5.82M Buy
11,535
+15
+0.1% +$7.38K 0.38% 66
2023
Q2 		$5.54M Sell
11,520
-1,711
-13% -$837K 0.34% 78
2023
Q1 		$6.25M Sell
13,231
-2,712
-17% -$1.31M 0.4% 56
2022
Q4 		$8.45M Sell
15,943
-1,023
-6% -$542K 0.6% 27
2022
Q3 		$8.57M Sell
16,966
-1,077
-6% -$566K 0.67% 28
2022
Q2 		$9.27M Sell
18,043
-2,742
-13% -$1.38M 0.73% 22
2022
Q1 		$10.6M Buy
20,785
+4,033
+24% +$1.95M 0.72% 23
2021
Q4 		$8.41M Buy
16,752
+6,641
+66% +$3.01M 0.65% 31
2021
Q3 		$3.95M Buy
10,111
+3,505
+53% +$1.45M 0.39% 71
2021
Q2 		$2.65M Buy
6,606
+3,587
+119% +$1.43M 0.31% 85
2021
Q1 		$1.12M Buy
3,019
+1,668
+123% +$578K 0.17% 131
2020
Q4 		$474K Sell
1,351
-661
-33% -$222K 0.09% 165
2020
Q3 		$627K Buy
2,012
+37
+2% +$11.4K 0.15% 127
2020
Q2 		$582K Sell
1,975
-47
-2% -$13.5K 0.15% 116
2020
Q1 		$504K Buy
2,022
+397
+24% +$109K 0.13% 139
2019
Q4 		$478K Buy
1,625
+46
+3% +$12K 0.12% 141
2019
Q3 		$343K Buy
1,579
+28
+2% +$6.76K 0.09% 184
2019
Q2 		$379K Buy
+1,551
New +$373K 0.12% 175

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Gladstone Institutional Advisory's UNH Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its UnitedHealth (UNH) stake by 6.2% in Q2 2026, selling an estimated $217K and leaving 8,888 shares worth $3.69M. The position accounts for 0.12% of the portfolio, ranked #189.

Gladstone Institutional Advisory first reported a position in UNH in Q2 2019 and has held it in 29 quarters since. The position peaked at $10.6M in Q1 2022. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Gladstone Institutional Advisory held 8,888 shares of UnitedHealth worth $3.69M as of Q2 2026.
  • Gladstone Institutional Advisory sold 586 UnitedHealth shares in Q2 2026, an estimated $217K.
  • UnitedHealth made up 0.12% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #189 holding.
  • Gladstone Institutional Advisory first reported a position in UnitedHealth in Q2 2019 and has held it in 29 quarters since.
  • Gladstone Institutional Advisory's UnitedHealth position peaked at $10.6M in Q1 2022.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.