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Penobscot Investment Management’s UnitedHealth UNH Stock Holding History

Penobscot Investment Management’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 		$8.94M Buy
21,503
+541
+3% +$201K 0.61% 42
2026
Q1 		$5.67M Sell
20,962
-392
-2% -$117K 0.44% 60
2025
Q4 		$7.05M Sell
21,354
-343
-2% -$116K 0.53% 42
2025
Q3 		$7.49M Buy
21,697
+3,774
+21% +$1.14M 0.58% 38
2025
Q2 		$5.59M Sell
17,923
-9,180
-34% -$3.51M 0.48% 51
2025
Q1 		$14.2M Sell
27,103
-1,409
-5% -$720K 1.33% 18
2024
Q4 		$14.4M Buy
28,512
+252
+0.9% +$143K 1.31% 17
2024
Q3 		$16.5M Buy
28,260
+280
+1% +$158K 1.48% 17
2024
Q2 		$14.2M Buy
27,980
+864
+3% +$423K 1.37% 18
2024
Q1 		$13.4M Buy
27,116
+537
+2% +$273K 1.42% 18
2023
Q4 		$14M Buy
26,579
+1,364
+5% +$727K 1.64% 13
2023
Q3 		$12.7M Buy
25,215
+5,427
+27% +$2.67M 1.73% 11
2023
Q2 		$9.51M Buy
19,788
+445
+2% +$218K 1.56% 18
2023
Q1 		$9.14M Buy
19,343
+285
+1% +$138K 1.59% 17
2022
Q4 		$10.1M Sell
19,058
-1,883
-9% -$997K 1.77% 15
2022
Q3 		$10.6M Buy
20,941
+110
+0.5% +$57.8K 1.97% 10
2022
Q2 		$10.7M Buy
20,831
+192
+0.9% +$96.4K 1.85% 13
2022
Q1 		$10.5M Buy
20,639
+555
+3% +$268K 1.53% 19
2021
Q4 		$10.1M Buy
20,084
+125
+0.6% +$56.6K 1.36% 24
2021
Q3 		$7.8M Sell
19,959
-323
-2% -$134K 1.16% 28
2021
Q2 		$8.12M Sell
20,282
-278
-1% -$111K 1.2% 27
2021
Q1 		$7.65M Sell
20,560
-70
-0.3% -$24.3K 1.21% 30
2020
Q4 		$7.23M Buy
20,630
+110
+0.5% +$36.9K 1.21% 29
2020
Q3 		$6.4M Buy
20,520
+89
+0.4% +$27.3K 1.21% 28
2020
Q2 		$6.03M Buy
20,431
+605
+3% +$173K 1.24% 28
2020
Q1 		$4.94M Sell
19,826
-1,580
-7% -$435K 1.16% 29
2019
Q4 		$6.29M Buy
21,406
+370
+2% +$96.8K 1.18% 26
2019
Q3 		$4.57M Sell
21,036
-968
-4% -$234K 0.91% 38
2019
Q2 		$5.37M Buy
22,004
+1,570
+8% +$378K 1.1% 31
2019
Q1 		$5.05M Buy
20,434
+1,207
+6% +$308K 1.07% 32
2018
Q4 		$4.79M Buy
19,227
+2,295
+14% +$606K 1.15% 27
2018
Q3 		$4.5M Buy
16,932
+1,520
+10% +$395K 0.97% 32
2018
Q2 		$3.78M Buy
15,412
+1,165
+8% +$280K 0.88% 44
2018
Q1 		$3.05M Buy
14,247
+1,109
+8% +$253K 0.73% 53
2017
Q4 		$2.9M Buy
13,138
+1,125
+9% +$238K 0.8% 47
2017
Q3 		$2.35M Buy
12,013
+650
+6% +$126K 0.7% 54
2017
Q2 		$2.11M Buy
11,363
+680
+6% +$119K 0.68% 55
2017
Q1 		$1.75M Sell
10,683
-180
-2% -$29.5K 0.59% 59
2016
Q4 		$1.74M Buy
10,863
+30
+0.3% +$4.48K 0.6% 55
2016
Q3 		$1.52M Buy
10,833
+1,440
+15% +$202K 0.53% 63
2016
Q2 		$1.33M Buy
9,393
+780
+9% +$104K 0.47% 69
2016
Q1 		$1.11M Buy
8,613
+10
+0.1% +$1.18K 0.42% 75
2015
Q4 		$1.01M Buy
8,603
+2,960
+52% +$346K 0.32% 83
2015
Q3 		$655K Buy
5,643
+2,375
+73% +$284K 0.22% 111
2015
Q2 		$399K Buy
+3,268
New +$387K 0.12% 147

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Penobscot Investment Management's UNH Position: Q2 2026 in Review

Penobscot Investment Management increased its UnitedHealth (UNH) stake by 2.6% in Q2 2026, buying an estimated $201K and bringing the position to 21,503 shares worth $8.94M. The position accounts for 0.61% of the portfolio, ranked #42.

Penobscot Investment Management first reported a position in UNH in Q2 2015 and has held it in 45 quarters since. The position peaked at $16.5M in Q3 2024. 1,728 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Penobscot Investment Management held 21,503 shares of UnitedHealth worth $8.94M as of Q2 2026.
  • Penobscot Investment Management bought 541 UnitedHealth shares in Q2 2026, an estimated $201K.
  • UnitedHealth made up 0.61% of Penobscot Investment Management's portfolio in Q2 2026, its #42 holding.
  • Penobscot Investment Management first reported a position in UnitedHealth in Q2 2015 and has held it in 45 quarters since.
  • Penobscot Investment Management's UnitedHealth position peaked at $16.5M in Q3 2024.
  • 1,728 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Penobscot Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.