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Penobscot Wealth Management’s UnitedHealth UNH Stock Holding History

Penobscot Wealth 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 		$522K Buy
1,256
+8
+0.6% +$2.96K 0.14% 71
2026
Q1 		$338K Buy
1,248
+1
+0.1% +$298 0.1% 84
2025
Q4 		$412K Sell
1,247
-23
-2% -$7.79K 0.13% 66
2025
Q3 		$438K Hold
1,270
– – 0.14% 67
2025
Q2 		$396K Sell
1,270
-11
-0.9% -$4.2K 0.14% 66
2025
Q1 		$671K Buy
1,281
+12
+0.9% +$6.13K 0.28% 43
2024
Q4 		$642K Buy
1,269
+35
+3% +$19.9K 0.3% 41
2024
Q3 		$722K Buy
1,234
+11
+0.9% +$6.22K 0.39% 36
2024
Q2 		$597K Buy
1,223
+10
+0.8% +$4.9K 0.36% 39
2024
Q1 		$600K Buy
1,213
+14
+1% +$7.12K 0.38% 38
2023
Q4 		$631K Hold
1,199
– – 0.43% 41
2023
Q3 		$605K Hold
1,199
– – 0.46% 42
2023
Q2 		$576K Buy
1,199
+1
+0.1% +$489 0.42% 41
2023
Q1 		$566K Hold
1,198
– – 0.44% 41
2022
Q4 		$635K Hold
1,198
– – 0.55% 37
2022
Q3 		$605K Hold
1,198
– – 0.59% 37
2022
Q2 		$615K Hold
1,198
– – 0.6% 36
2022
Q1 		$611K Buy
1,198
+1
+0.1% +$482 0.55% 37
2021
Q4 		$601K Hold
1,197
– – 0.51% 34
2021
Q3 		$468K Hold
1,197
– – 0.43% 38
2021
Q2 		$479K Buy
+1,197
New +$477K 0.46% 36

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Penobscot Wealth Management increased its UnitedHealth (UNH) stake by 0.64% in Q2 2026, buying an estimated $2.96K and bringing the position to 1,256 shares worth $522K. The position accounts for 0.14% of the portfolio, ranked #71.

Penobscot Wealth Management first reported a position in UNH in Q2 2021 and has held it in 21 quarters since. The position peaked at $722K in Q3 2024. 575 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Penobscot Wealth Management held 1,256 shares of UnitedHealth worth $522K as of Q2 2026.
  • Penobscot Wealth Management bought 8 UnitedHealth shares in Q2 2026, an estimated $2.96K.
  • UnitedHealth made up 0.14% of Penobscot Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Penobscot Wealth Management first reported a position in UnitedHealth in Q2 2021 and has held it in 21 quarters since.
  • Penobscot Wealth Management's UnitedHealth position peaked at $722K in Q3 2024.
  • 575 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.