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HM Payson & Co’s UnitedHealth UNH Stock Holding History

HM Payson & Co’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 		$1.96M Buy
4,725
+339
+8% +$126K 0.03% 171
2026
Q1 		$1.19M Sell
4,386
-203
-4% -$60.5K 0.02% 210
2025
Q4 		$1.51M Sell
4,589
-1,262
-22% -$428K 0.02% 178
2025
Q3 		$2.02M Sell
5,851
-2,653
-31% -$802K 0.03% 156
2025
Q2 		$2.65M Sell
8,504
-40,242
-83% -$15.4M 0.04% 135
2025
Q1 		$25.5M Sell
48,746
-3,607
-7% -$1.84M 0.45% 51
2024
Q4 		$26.5M Sell
52,353
-833
-2% -$473K 0.45% 53
2024
Q3 		$31.1M Sell
53,186
-10,163
-16% -$5.75M 0.53% 54
2024
Q2 		$32.3M Sell
63,349
-54,501
-46% -$26.7M 0.59% 51
2024
Q1 		$58.3M Sell
117,850
-36,281
-24% -$18.4M 1.08% 31
2023
Q4 		$81.1M Buy
154,131
+1,419
+0.9% +$757K 1.68% 16
2023
Q3 		$77M Buy
152,712
+883
+0.6% +$435K 1.8% 16
2023
Q2 		$73M Sell
151,829
-29,723
-16% -$14.5M 1.64% 16
2023
Q1 		$85.8M Buy
181,552
+5,361
+3% +$2.59M 2.06% 10
2022
Q4 		$93.4M Buy
176,191
+10,570
+6% +$5.6M 2.33% 9
2022
Q3 		$83.6M Buy
165,621
+5,129
+3% +$2.7M 2.3% 6
2022
Q2 		$82.4M Buy
160,492
+6,627
+4% +$3.33M 2.11% 8
2022
Q1 		$78.5M Buy
153,865
+4,652
+3% +$2.24M 1.79% 14
2021
Q4 		$74.9M Buy
149,213
+6,030
+4% +$2.73M 1.63% 16
2021
Q3 		$55.9M Buy
143,183
+5,954
+4% +$2.47M 1.36% 25
2021
Q2 		$55M Buy
137,229
+13,557
+11% +$5.41M 1.34% 26
2021
Q1 		$46M Buy
123,672
+11,871
+11% +$4.11M 1.22% 30
2020
Q4 		$39.2M Buy
111,801
+8,028
+8% +$2.69M 1.08% 32
2020
Q3 		$32.4M Buy
103,773
+6,442
+7% +$1.98M 1% 34
2020
Q2 		$28.7M Buy
97,331
+16,156
+20% +$4.63M 0.96% 35
2020
Q1 		$20.2M Buy
81,175
+78,223
+2,650% +$21.5M 0.8% 43
2019
Q4 		$868K Sell
2,952
-508
-15% -$133K 0.03% 217
2019
Q3 		$752K Buy
3,460
+219
+7% +$52.8K 0.03% 221
2019
Q2 		$791K Buy
+3,241
New +$780K 0.03% 219
2018
Q4 		– Sell
-2,380
Closed -$633K – 308
2018
Q3 		$633K Sell
2,380
-696
-23% -$181K 0.03% 206
2018
Q2 		$755K Sell
3,076
-147
-5% -$35.3K 0.03% 201
2018
Q1 		$690K Buy
3,223
+263
+9% +$60.1K 0.03% 208
2017
Q4 		$652K Buy
2,960
+590
+25% +$125K 0.03% 226
2017
Q3 		$464K Sell
2,370
-408
-15% -$78.8K 0.02% 235
2017
Q2 		$515K Hold
2,778
– – 0.02% 234
2017
Q1 		$456K Buy
2,778
+165
+6% +$27K 0.02% 236
2016
Q4 		$418K Hold
2,613
– – 0.02% 235
2016
Q3 		$365K Hold
2,613
– – 0.02% 239
2016
Q2 		$369K Buy
2,613
+25
+1% +$3.33K 0.02% 239
2016
Q1 		$333K Buy
2,588
+91
+4% +$10.8K 0.02% 241
2015
Q4 		$294K Sell
2,497
-90
-3% -$10.5K 0.02% 259
2015
Q3 		$300K Hold
2,587
– – 0.02% 247
2015
Q2 		$316K Hold
2,587
– – 0.02% 253
2015
Q1 		$306K Buy
2,587
+56
+2% +$6.22K 0.02% 253
2014
Q4 		$256K Buy
2,531
+4
+0.2% +$379 0.01% 267
2014
Q3 		$218K Buy
2,527
+32
+1% +$2.7K 0.01% 277
2014
Q2 		$204K Buy
+2,495
New +$196K 0.01% 280

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

HM Payson & Co's UNH Position: Q2 2026 in Review

HM Payson & Co increased its UnitedHealth (UNH) stake by 7.7% in Q2 2026, buying an estimated $126K and bringing the position to 4,725 shares worth $1.96M. The position accounts for 0.03% of the portfolio, ranked #171.

HM Payson & Co first reported a position in UNH in Q2 2014 and has held it in 47 quarters since. The position peaked at $93.4M in Q4 2022. 724 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • HM Payson & Co held 4,725 shares of UnitedHealth worth $1.96M as of Q2 2026.
  • HM Payson & Co bought 339 UnitedHealth shares in Q2 2026, an estimated $126K.
  • UnitedHealth made up 0.03% of HM Payson & Co's portfolio in Q2 2026, its #171 holding.
  • HM Payson & Co first reported a position in UnitedHealth in Q2 2014 and has held it in 47 quarters since.
  • HM Payson & Co's UnitedHealth position peaked at $93.4M in Q4 2022.
  • 724 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.