Loring Wolcott & Coolidge Fiduciary Advisors’s UnitedHealth UNH Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$910K	Buy	2,190 +35	+2%	+$13K	0.01%	189
2026 Q1	$656K	Sell	2,155 -22	-1%	-$6.55K	0.01%	208
2025 Q4	$615K	Buy	2,177 +44	+2%	+$14.9K	0.01%	218
2025 Q3	$769K	Buy	2,133 +1,298	+155%	+$393K	0.01%	198
2025 Q2	$260K	Sell	835 -2,076	-71%	-$793K	﹤0.01%	252
2025 Q1	$1.25M	Sell	2,911 -483	-14%	-$247K	0.01%	146
2024 Q4	$1.84M	Sell	3,394 -189	-5%	-$107K	0.02%	138
2024 Q3	$2.01M	Buy	3,583 +36	+1%	+$20.4K	0.02%	133
2024 Q2	$1.95M	Sell	3,547 -592	-14%	-$290K	0.02%	119
2024 Q1	$2.03M	Sell	4,139 -51	-1%	-$25.9K	0.02%	115
2023 Q4	$2.14M	Sell	4,190 -115	-3%	-$61.3K	0.02%	114
2023 Q3	$2.31M	Buy	4,305 +473	+12%	+$233K	0.03%	107
2023 Q2	$1.84M	Buy	3,832 +409	+12%	+$200K	0.02%	118
2023 Q1	$1.62M	Hold	3,423	–	–	0.02%	121
2022 Q4	$1.81M	Sell	3,423 -505	-13%	-$268K	0.02%	113
2022 Q3	$1.98M	Sell	3,928 -86	-2%	-$45.2K	0.03%	109
2022 Q2	$2.06M	Buy	4,014 +579	+17%	+$291K	0.03%	110
2022 Q1	$1.75M	Buy	3,435 +34	+1%	+$16.4K	0.02%	130
2021 Q4	$1.71M	Sell	3,401 -12	-0.4%	-$5.43K	0.02%	137
2021 Q3	$1.33M	Buy	3,413 +280	+9%	+$116K	0.01%	146
2021 Q2	$1.25M	Buy	3,133 +69	+2%	+$27.5K	0.01%	156
2021 Q1	$1.14M	Buy	3,064 +101	+3%	+$35K	0.01%	150
2020 Q4	$1.04M	Buy	2,963 +439	+17%	+$147K	0.01%	155
2020 Q3	$787K	Sell	2,524 -236	-9%	-$72.5K	0.01%	159
2020 Q2	$814K	Buy	2,760 +60	+2%	+$17.2K	0.01%	144
2020 Q1	$673K	Buy	2,700 +1,399	+108%	+$385K	0.01%	153
2019 Q4	$382K	Buy	1,301 +390	+43%	+$102K	0.01%	221
2019 Q3	$198K	Sell	911 -731	-45%	-$176K	﹤0.01%	269
2019 Q2	$401K	Buy	1,642 +510	+45%	+$123K	0.01%	215
2019 Q1	$280K	Buy	1,132 +43	+4%	+$11K	﹤0.01%	230
2018 Q4	$271K	Buy	1,089 +250	+30%	+$66K	﹤0.01%	229
2018 Q3	$223K	Hold	839	–	–	﹤0.01%	259
2018 Q2	$206K	Hold	839	–	–	﹤0.01%	273
2018 Q1	$180K	Hold	839	–	–	﹤0.01%	285
2017 Q4	$185K	Hold	839	–	–	﹤0.01%	293
2017 Q3	$164K	Sell	839 -132	-14%	-$25.5K	﹤0.01%	298
2017 Q2	$186K	Sell	971 -865	-47%	-$152K	﹤0.01%	280
2017 Q1	$301K	Hold	1,836	–	–	0.01%	230
2016 Q4	$294K	Sell	1,836 -285	-13%	-$42.6K	0.01%	231
2016 Q3	$297K	Sell	2,121 -1,000	-32%	-$140K	0.01%	227
2016 Q2	$441K	Buy	3,121 +2,960	+1,839%	+$395K	0.01%	193
2016 Q1	$21K	Hold	161	–	–	﹤0.01%	480
2015 Q4	$19K	Hold	161	–	–	﹤0.01%	517
2015 Q3	$20K	Hold	161	–	–	﹤0.01%	491
2015 Q2	$20K	Hold	161	–	–	﹤0.01%	491
2015 Q1	$19K	Hold	161	–	–	﹤0.01%	512
2014 Q4	$16K	Hold	161	–	–	﹤0.01%	521
2014 Q3	$14K	Sell	161 -227	-59%	-$19.2K	﹤0.01%	508
2014 Q2	$32K	Hold	388	–	–	﹤0.01%	477
2014 Q1	$32K	Buy	+388	New	+$29.2K	﹤0.01%	453
2013 Q4	–	Sell	-100	Closed	-$7K	–	613
2013 Q3	$7K	Buy	+100	New	+$7.16K	﹤0.01%	507

Other funds holding UNH

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's UNH Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its UnitedHealth (UNH) stake by 1.6% in Q2 2026, buying an estimated $13K and bringing the position to 2,190 shares worth $910K. The position accounts for 0.01% of the portfolio, ranked #189.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in UNH in Q3 2013 and has held it in 51 quarters since. The position peaked at $2.31M in Q3 2023. 2,051 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 2,190 shares of UnitedHealth worth $910K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors bought 35 UnitedHealth shares in Q2 2026, an estimated $13K.
UnitedHealth made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #189 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in UnitedHealth in Q3 2013 and has held it in 51 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's UnitedHealth position peaked at $2.31M in Q3 2023.
2,051 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.