Gleason Group’s UnitedHealth UNH Stock Holding History

Gleason Group’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	$38.7K	Hold	93	–	–	﹤0.01%	142
2026 Q1	$25K	Buy	93 +1	+1%	+$298	﹤0.01%	149
2025 Q4	$30.3K	Buy	92 +1	+1%	+$339	﹤0.01%	136
2025 Q3	$31.5K	Hold	91	–	–	﹤0.01%	126
2025 Q2	$28.3K	Buy	91 +1	+1%	+$382	﹤0.01%	135
2025 Q1	$47.1K	Hold	90	–	–	0.01%	112
2024 Q4	$45.3K	Sell	90 -69	-43%	-$39.2K	0.01%	115
2024 Q3	$93.1K	Hold	159	–	–	0.02%	92
2024 Q2	$80.8K	Buy	159 +1	+0.6%	+$490	0.02%	96
2024 Q1	$78.2K	Buy	158 +1	+0.6%	+$508	0.02%	98
2023 Q4	$82.9K	Hold	157	–	–	0.02%	93
2023 Q3	$79.1K	Buy	157 +1	+0.6%	+$492	0.02%	96
2023 Q2	$75.1K	Hold	156	–	–	0.02%	98
2023 Q1	$73.5K	Buy	156 +1	+0.6%	+$483	0.02%	98
2022 Q4	$82.2K	Buy	155 +1	+0.6%	+$530	0.03%	93
2022 Q3	$78K	Hold	154	–	–	0.03%	92
2022 Q2	$79K	Buy	154 +1	+0.7%	+$502	0.03%	92
2022 Q1	$78K	Hold	153	–	–	0.02%	99
2021 Q4	$77K	Buy	153 +1	+0.7%	+$453	0.03%	92
2021 Q3	$60K	Hold	152	–	–	0.02%	105
2021 Q2	$61K	Buy	152 +1	+0.7%	+$399	0.02%	101
2021 Q1	$56K	Hold	151	–	–	0.02%	98
2020 Q4	$53K	Buy	151 +1	+0.7%	+$335	0.03%	95
2020 Q3	$47K	Buy	150 +1	+0.7%	+$307	0.03%	93
2020 Q2	$44K	Hold	149	–	–	0.03%	95
2020 Q1	$37K	Buy	149 +1	+0.7%	+$275	0.03%	93
2019 Q4	$44K	Buy	+148	New	+$38.7K	0.03%	104

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Gleason Group's UNH Position: Q2 2026 in Review

Gleason Group held its UnitedHealth (UNH) position steady in Q2 2026 at 93 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #142.

Gleason Group first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $93.1K in Q3 2024. 1,651 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Gleason Group held 93 shares of UnitedHealth worth $38.7K as of Q2 2026.
Gleason Group left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up ﹤0.01% of Gleason Group's portfolio in Q2 2026, its #142 holding.
Gleason Group first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
Gleason Group's UnitedHealth position peaked at $93.1K in Q3 2024.
1,651 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.