GW&K Investment 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 | $1.06M | Sell |
2,552
-2,622
| -51% | -$972K | 0.01% | 340 |
|
|
2026
Q1 | $1.4M | Sell |
5,174
-76,745
| -94% | -$22.9M | 0.01% | 322 |
|
|
2025
Q4 | $27M | Sell |
81,919
-400
| -0.5% | -$136K | 0.23% | 169 |
|
|
2025
Q3 | $28.4M | Buy |
82,319
+78,186
| +1,892% | +$23.6M | 0.25% | 158 |
|
|
2025
Q2 | $1.29M | Sell |
4,133
-37,614
| -90% | -$14.4M | 0.01% | 318 |
|
|
2025
Q1 | $21.9M | Sell |
41,747
-65,478
| -61% | -$33.5M | 0.2% | 187 |
|
|
2024
Q4 | $54.2M | Sell |
107,225
-1,990
| -2% | -$1.13M | 0.46% | 69 |
|
|
2024
Q3 | $63.9M | Sell |
109,215
-639
| -0.6% | -$361K | 0.55% | 55 |
|
|
2024
Q2 | $55.9M | Sell |
109,854
-10,669
| -9% | -$5.23M | 0.51% | 65 |
|
|
2024
Q1 | $59.6M | Sell |
120,523
-878
| -0.7% | -$446K | 0.53% | 66 |
|
|
2023
Q4 | $63.9M | Sell |
121,401
-4,039
| -3% | -$2.15M | 0.6% | 47 |
|
|
2023
Q3 | $63.2M | Buy |
125,440
+3,609
| +3% | +$1.78M | 0.64% | 38 |
|
|
2023
Q2 | $58.6M | Sell |
121,831
-2,495
| -2% | -$1.22M | 0.56% | 56 |
|
|
2023
Q1 | $58.8M | Sell |
124,326
-40,950
| -25% | -$19.8M | 0.57% | 58 |
|
|
2022
Q4 | $87.6M | Sell |
165,276
-3,108
| -2% | -$1.65M | 0.89% | 14 |
|
|
2022
Q3 | $85M | Sell |
168,384
-2,891
| -2% | -$1.52M | 0.94% | 15 |
|
|
2022
Q2 | $88M | Sell |
171,275
-2,074
| -1% | -$1.04M | 0.95% | 14 |
|
|
2022
Q1 | $88.4M | Sell |
173,349
-29,117
| -14% | -$14M | 0.79% | 22 |
|
|
2021
Q4 | $102M | Sell |
202,466
-20,149
| -9% | -$9.12M | 0.85% | 17 |
|
|
2021
Q3 | $87M | Buy |
222,615
+946
| +0.4% | +$392K | 0.78% | 26 |
|
|
2021
Q2 | $88.8M | Buy |
221,669
+6,142
| +3% | +$2.45M | 0.77% | 21 |
|
|
2021
Q1 | $80.2M | Buy |
215,527
+196
| +0.1% | +$67.9K | 0.74% | 26 |
|
|
2020
Q4 | $75.5M | Buy |
215,331
+560
| +0.3% | +$188K | 0.79% | 17 |
|
|
2020
Q3 | $67M | Sell |
214,771
-2,387
| -1% | -$733K | 0.88% | 14 |
|
|
2020
Q2 | $64.1M | Sell |
217,158
-21,483
| -9% | -$6.16M | 0.9% | 16 |
|
|
2020
Q1 | $59.5M | Sell |
238,641
-3,247
| -1% | -$894K | 1.05% | 13 |
|
|
2019
Q4 | $71.1M | Sell |
241,888
-1,519
| -0.6% | -$397K | 0.95% | 14 |
|
|
2019
Q3 | $52.9M | Buy |
243,407
+4,581
| +2% | +$1.11M | 0.74% | 27 |
|
|
2019
Q2 | $58.3M | Sell |
238,826
-3,703
| -2% | -$891K | 0.88% | 14 |
|
|
2019
Q1 | $60M | Buy |
242,529
+54,495
| +29% | +$13.9M | 0.97% | 13 |
|
|
2018
Q4 | $46.8M | Buy |
+188,034
| New | +$49.7M | 0.92% | 19 |
|
Other funds holding UNH
GW&K Investment Management's UNH Position: Q2 2026 in Review
GW&K Investment Management reduced its UnitedHealth (UNH) stake by 51% in Q2 2026, selling an estimated $972K and leaving 2,552 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #340.
GW&K Investment Management first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. The position peaked at $102M in Q4 2021. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- GW&K Investment Management held 2,552 shares of UnitedHealth worth $1.06M as of Q2 2026.
- GW&K Investment Management sold 2,622 UnitedHealth shares in Q2 2026, an estimated $972K.
- UnitedHealth made up 0.01% of GW&K Investment Management's portfolio in Q2 2026, its #340 holding.
- GW&K Investment Management first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
- GW&K Investment Management's UnitedHealth position peaked at $102M in Q4 2021.
- 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.