Princeton Global Asset Management’s UnitedHealth UNH Stock Holding History

Princeton Global Asset 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	$188K	Sell	453 -29	-6%	-$10.7K	0.03%	225
2026 Q1	$130K	Sell	482 -13	-3%	-$3.87K	0.02%	250
2025 Q4	$163K	Sell	495 -49	-9%	-$16.6K	0.03%	218
2025 Q3	$188K	Buy	544 +70	+15%	+$21.2K	0.03%	197
2025 Q2	$148K	Buy	474 +233	+97%	+$89.1K	0.03%	213
2025 Q1	$126K	Sell	241 -23,110	-99%	-$11.8M	0.03%	214
2024 Q4	$11.8M	Buy	23,351 +183	+0.8%	+$104K	2.21%	9
2024 Q3	$13.5M	Buy	23,168 +708	+3%	+$400K	2.63%	6
2024 Q2	$11.4M	Buy	22,460 +879	+4%	+$431K	2.52%	7
2024 Q1	$10.7M	Buy	21,581 +30	+0.1%	+$15.3K	2.54%	7
2023 Q4	$11.3M	Buy	21,551 +531	+3%	+$283K	2.85%	5
2023 Q3	$10.6M	Buy	21,020 +1,145	+6%	+$564K	3.01%	4
2023 Q2	$9.55M	Sell	19,875 -378	-2%	-$185K	2.79%	4
2023 Q1	$9.57M	Buy	20,253 +1,364	+7%	+$658K	2.75%	4
2022 Q4	$10M	Buy	18,889 +46	+0.2%	+$24.4K	3.24%	3
2022 Q3	$9.52M	Sell	18,843 -20	-0.1%	-$10.5K	3.32%	3
2022 Q2	$9.69M	Buy	18,863 +28	+0.1%	+$14.1K	3.13%	3
2022 Q1	$9.61M	Buy	18,835 +404	+2%	+$195K	2.67%	5
2021 Q4	$9.26M	Buy	18,431 +213	+1%	+$96.4K	2.59%	5
2021 Q3	$7.12M	Buy	18,218 +11	+0.1%	+$4.56K	2.17%	7
2021 Q2	$7.29M	Buy	18,207 +59	+0.3%	+$23.5K	2.22%	6
2021 Q1	$6.75M	Buy	18,148 +55	+0.3%	+$19.1K	2.18%	5
2020 Q4	$6.34M	Sell	18,093 -82	-0.5%	-$27.5K	2.22%	6
2020 Q3	$5.67M	Sell	18,175 -4,545	-20%	-$1.4M	2.29%	4
2020 Q2	$6.7M	Buy	22,720 +1,552	+7%	+$445K	2.09%	3
2020 Q1	$5.28M	Buy	21,168 +1,980	+10%	+$545K	2.34%	4
2019 Q4	$5.64K	Buy	19,188 +3,195	+20%	+$836K	2.28%	7
2019 Q3	$3.47M	Buy	15,993 +1,411	+10%	+$340K	1.98%	10
2019 Q2	$3.56M	Buy	14,582 +7,454	+105%	+$1.79M	2.14%	8
2019 Q1	$1.76M	Buy	7,128 +376	+6%	+$95.9K	1.21%	26
2018 Q4	$1.68M	Buy	+6,752	New	+$1.78M	1.48%	18

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 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

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

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

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

Princeton Global Asset Management's UNH Position: Q2 2026 in Review

Princeton Global Asset Management reduced its UnitedHealth (UNH) stake by 6% in Q2 2026, selling an estimated $10.7K and leaving 453 shares worth $188K. The position accounts for 0.03% of the portfolio, ranked #225.

Princeton Global Asset Management first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.5M in Q3 2024. 1,729 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Princeton Global Asset Management held 453 shares of UnitedHealth worth $188K as of Q2 2026.
Princeton Global Asset Management sold 29 UnitedHealth shares in Q2 2026, an estimated $10.7K.
UnitedHealth made up 0.03% of Princeton Global Asset Management's portfolio in Q2 2026, its #225 holding.
Princeton Global Asset Management first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
Princeton Global Asset Management's UnitedHealth position peaked at $13.5M in Q3 2024.
1,729 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.