Monetary Management Group’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 | $2.92M | Sell |
7,033
-50
| -0.7% | -$18.5K | 0.6% | 35 |
|
|
2026
Q1 | $1.92M | Sell |
7,083
-200
| -3% | -$59.6K | 0.46% | 50 |
|
|
2025
Q4 | $2.4M | Sell |
7,283
-125
| -2% | -$42.4K | 0.56% | 38 |
|
|
2025
Q3 | $2.56M | Sell |
7,408
-1,500
| -17% | -$454K | 0.59% | 38 |
|
|
2025
Q2 | $2.78M | Buy |
8,908
+1,061
| +14% | +$406K | 0.68% | 32 |
|
|
2025
Q1 | $4.11M | Buy |
7,847
+75
| +1% | +$38.3K | 1.11% | 16 |
|
|
2024
Q4 | $3.93M | Sell |
7,772
-2,141
| -22% | -$1.22M | 1.02% | 16 |
|
|
2024
Q3 | $5.8M | Sell |
9,913
-1,970
| -17% | -$1.11M | 1.49% | 11 |
|
|
2024
Q2 | $6.05M | Sell |
11,883
-50
| -0.4% | -$24.5K | 1.6% | 11 |
|
|
2024
Q1 | $5.9M | Buy |
11,933
+145
| +1% | +$73.7K | 1.64% | 11 |
|
|
2023
Q4 | $6.21M | Sell |
11,788
-525
| -4% | -$280K | 1.94% | 8 |
|
|
2023
Q3 | $6.21M | Sell |
12,313
-430
| -3% | -$212K | 2.07% | 8 |
|
|
2023
Q2 | $6.12M | Sell |
12,743
-1,775
| -12% | -$868K | 1.88% | 8 |
|
|
2023
Q1 | $6.86M | Buy |
14,518
+20
| +0.1% | +$9.65K | 2.02% | 8 |
|
|
2022
Q4 | $7.69M | Sell |
14,498
-405
| -3% | -$215K | 2.4% | 6 |
|
|
2022
Q3 | $7.53M | Sell |
14,903
-147
| -1% | -$77.3K | 2.48% | 6 |
|
|
2022
Q2 | $7.73M | Buy |
15,050
+795
| +6% | +$399K | 2.42% | 7 |
|
|
2022
Q1 | $7.27M | Buy |
14,255
+40
| +0.3% | +$19.3K | 1.93% | 8 |
|
|
2021
Q4 | $7.14M | Buy |
14,215
+185
| +1% | +$83.7K | 1.77% | 8 |
|
|
2021
Q3 | $5.48M | Buy |
14,030
+1,150
| +9% | +$476K | 1.51% | 9 |
|
|
2021
Q2 | $5.16M | Sell |
12,880
-2,930
| -19% | -$1.17M | 1.55% | 8 |
|
|
2021
Q1 | $5.88M | Sell |
15,810
-1,150
| -7% | -$398K | 1.85% | 7 |
|
|
2020
Q4 | $5.95M | Sell |
16,960
-165
| -1% | -$55.3K | 1.96% | 7 |
|
|
2020
Q3 | $5.34M | Sell |
17,125
-1,095
| -6% | -$336K | 1.9% | 7 |
|
|
2020
Q2 | $5.37M | Sell |
18,220
-950
| -5% | -$272K | 2.03% | 7 |
|
|
2020
Q1 | $4.78M | Sell |
19,170
-650
| -3% | -$179K | 2.12% | 6 |
|
|
2019
Q4 | $5.83M | Sell |
19,820
-195
| -1% | -$51K | 2.13% | 6 |
|
|
2019
Q3 | $4.35M | Buy |
20,015
+705
| +4% | +$170K | 1.65% | 9 |
|
|
2019
Q2 | $4.71M | Sell |
19,310
-1,250
| -6% | -$301K | 1.81% | 9 |
|
|
2019
Q1 | $5.08M | Buy |
20,560
+1,115
| +6% | +$284K | 2.01% | 7 |
|
|
2018
Q4 | $4.84M | Sell |
19,445
-300
| -2% | -$79.2K | 2.19% | 7 |
|
|
2018
Q3 | $5.25M | Buy |
19,745
+175
| +0.9% | +$45.5K | 2.01% | 7 |
|
|
2018
Q2 | $4.8M | Buy |
19,570
+560
| +3% | +$134K | 1.96% | 8 |
|
|
2018
Q1 | $4.07M | Buy |
19,010
+210
| +1% | +$48K | 1.69% | 15 |
|
|
2017
Q4 | $4.14M | Sell |
18,800
-45
| -0.2% | -$9.54K | 1.67% | 15 |
|
|
2017
Q3 | $3.69M | Buy |
18,845
+190
| +1% | +$36.7K | 1.56% | 17 |
|
|
2017
Q2 | $3.46M | Sell |
18,655
-75
| -0.4% | -$13.2K | 1.41% | 22 |
|
|
2017
Q1 | $3.07M | Sell |
18,730
-50
| -0.3% | -$8.19K | 1.34% | 24 |
|
|
2016
Q4 | $3.01M | Sell |
18,780
-1,075
| -5% | -$161K | 1.39% | 21 |
|
|
2016
Q3 | $2.78M | Buy |
19,855
+3,175
| +19% | +$445K | 1.29% | 26 |
|
|
2016
Q2 | $2.35M | Buy |
16,680
+5,580
| +50% | +$744K | 1.1% | 33 |
|
|
2016
Q1 | $1.43M | Sell |
11,100
-950
| -8% | -$112K | 0.7% | 51 |
|
|
2015
Q4 | $1.42M | Buy |
12,050
+500
| +4% | +$58.4K | 0.68% | 50 |
|
|
2015
Q3 | $1.34M | Sell |
11,550
-700
| -6% | -$83.8K | 0.67% | 50 |
|
|
2015
Q2 | $1.49M | Sell |
12,250
-150
| -1% | -$17.7K | 0.67% | 47 |
|
|
2015
Q1 | $1.47M | Sell |
12,400
-150
| -1% | -$16.7K | 0.65% | 51 |
|
|
2014
Q4 | $1.27M | Sell |
12,550
-850
| -6% | -$80.6K | 0.56% | 60 |
|
|
2014
Q3 | $1.16M | Sell |
13,400
-800
| -6% | -$67.6K | 0.54% | 59 |
|
|
2014
Q2 | $1.16M | Buy |
14,200
+825
| +6% | +$64.9K | 0.54% | 58 |
|
|
2014
Q1 | $1.1M | Buy |
13,375
+1,425
| +12% | +$107K | 0.51% | 62 |
|
|
2013
Q4 | $900K | Sell |
11,950
-22,275
| -65% | -$1.6M | 0.42% | 68 |
|
|
2013
Q3 | $2.45M | Sell |
34,225
-24,075
| -41% | -$1.72M | 1.29% | 23 |
|
|
2013
Q2 | $3.82M | Buy |
+58,300
| New | +$3.63M | 2.09% | 6 |
|
Other funds holding UNH
Monetary Management Group's UNH Position: Q2 2026 in Review
Monetary Management Group reduced its UnitedHealth (UNH) stake by 0.71% in Q2 2026, selling an estimated $18.5K and leaving 7,033 shares worth $2.92M. The position accounts for 0.6% of the portfolio, ranked #35.
Monetary Management Group first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.73M in Q2 2022. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Monetary Management Group held 7,033 shares of UnitedHealth worth $2.92M as of Q2 2026.
- Monetary Management Group sold 50 UnitedHealth shares in Q2 2026, an estimated $18.5K.
- UnitedHealth made up 0.6% of Monetary Management Group's portfolio in Q2 2026, its #35 holding.
- Monetary Management Group first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
- Monetary Management Group's UnitedHealth position peaked at $7.73M in Q2 2022.
- 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Monetary Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.