Pflug Koory’s UnitedHealth UNH Stock Holding History

Pflug Koory’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	$21.6K	Hold	52	–	–	0.01%	296
2026 Q1	$14.1K	Hold	52	–	–	0.01%	315
2025 Q4	$17.2K	Sell	52 -2	-4%	-$678	0.01%	300
2025 Q3	$18.6K	Hold	54	–	–	0.01%	290
2025 Q2	$16.8K	Buy	54 +2	+4%	+$764	0.01%	300
2025 Q1	$27.2K	Hold	52	–	–	0.02%	260
2024 Q4	$26.3K	Hold	52	–	–	0.01%	270
2024 Q3	$30.4K	Buy	+52	New	+$29.4K	0.01%	259
2024 Q1	$25.7K	Hold	52	–	–	0.01%	270
2023 Q4	$27.4K	Hold	52	–	–	0.01%	264
2023 Q3	$26.2K	Hold	52	–	–	0.02%	255
2023 Q2	$25K	Hold	52	–	–	0.01%	265
2023 Q1	$24.6K	Hold	52	–	–	0.01%	266
2022 Q4	$28K	Hold	52	–	–	0.02%	264
2022 Q3	$26K	Buy	52 +32	+160%	+$16.8K	0.02%	273
2022 Q2	$10K	Hold	20	–	–	0.01%	343
2022 Q1	$10K	Hold	20	–	–	0.01%	354
2021 Q4	$10K	Hold	20	–	–	0.01%	362
2021 Q3	$8K	Hold	20	–	–	﹤0.01%	370
2021 Q2	$8K	Hold	20	–	–	﹤0.01%	381
2021 Q1	$7K	Hold	20	–	–	﹤0.01%	397
2020 Q4	$7K	Hold	20	–	–	﹤0.01%	366
2020 Q3	$6K	Hold	20	–	–	﹤0.01%	344
2020 Q2	$6K	Hold	20	–	–	﹤0.01%	348
2020 Q1	$5K	Buy	+20	New	+$5.5K	﹤0.01%	347

Other funds holding UNH

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pflug Koory's UNH Position: Q2 2026 in Review

Pflug Koory held its UnitedHealth (UNH) position steady in Q2 2026 at 52 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #296.

Pflug Koory first reported a position in UNH in Q1 2020 and has held it in 25 quarters since. The position peaked at $30.4K in Q3 2024. 1,670 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Pflug Koory held 52 shares of UnitedHealth worth $21.6K as of Q2 2026.
Pflug Koory left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.01% of Pflug Koory's portfolio in Q2 2026, its #296 holding.
Pflug Koory first reported a position in UnitedHealth in Q1 2020 and has held it in 25 quarters since.
Pflug Koory's UnitedHealth position peaked at $30.4K in Q3 2024.
1,670 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Pflug Koory's 13F filing for Q2 2026, filed 21 Jul 2026.