Laird Norton Wetherby Trust Company’s UnitedHealth UNH Stock Holding History

Laird Norton Wetherby Trust Company’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	$13.9M	Buy	33,445 +1,804	+6%	+$669K	0.27%	61
2026 Q1	$8.56M	Sell	31,641 -4,264	-12%	-$1.27M	0.19%	78
2025 Q4	$11.9M	Buy	+35,905	New	+$12.2M	0.25%	64
2022 Q2	–	Sell	-780	Closed	-$397K	–	186
2022 Q1	$397K	Sell	780 -167	-18%	-$80.5K	0.04%	121
2021 Q4	$475K	Buy	947 +188	+25%	+$85.1K	0.04%	113
2021 Q3	$296K	Buy	759 +157	+26%	+$65K	0.03%	142
2021 Q2	$241K	Sell	602 -507	-46%	-$202K	0.03%	140
2021 Q1	$390K	Buy	1,109 +66	+6%	+$22.9K	0.04%	110
2020 Q4	$365K	Buy	+1,043	New	+$350K	0.04%	109

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Laird Norton Wetherby Trust Company's UNH Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its UnitedHealth (UNH) stake by 5.7% in Q2 2026, buying an estimated $669K and bringing the position to 33,445 shares worth $13.9M. The position accounts for 0.27% of the portfolio, ranked #61.

Laird Norton Wetherby Trust Company first reported a position in UNH in Q4 2020 and has held it in 9 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Laird Norton Wetherby Trust Company held 33,445 shares of UnitedHealth worth $13.9M as of Q2 2026.
Laird Norton Wetherby Trust Company bought 1,804 UnitedHealth shares in Q2 2026, an estimated $669K.
UnitedHealth made up 0.27% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #61 holding.
Laird Norton Wetherby Trust Company first reported a position in UnitedHealth in Q4 2020 and has held it in 9 quarters since.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.