Probity Advisors’s UnitedHealth UNH Stock Holding History

Probity Advisors’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	$246K	Buy	+593	New	+$220K	0.04%	214
2025 Q4	–	Sell	-580	Closed	-$200K	–	243
2025 Q3	$200K	Buy	+580	New	+$175K	0.03%	233
2025 Q2	–	Sell	-624	Closed	-$327K	–	237
2025 Q1	$327K	Sell	624 -224	-26%	-$115K	0.06%	184
2024 Q4	$429K	Buy	848 +264	+45%	+$150K	0.08%	160
2024 Q3	$341K	Sell	584 -8	-1%	-$4.53K	0.07%	185
2024 Q2	$301K	Buy	592 +9	+2%	+$4.41K	0.06%	185
2024 Q1	$288K	Hold	583	–	–	0.06%	189
2023 Q4	$307K	Hold	583	–	–	0.07%	179
2023 Q3	$294K	Hold	583	–	–	0.07%	154
2023 Q2	$280K	Buy	+583	New	+$285K	0.06%	163
2022 Q4	$347K	Sell	655 -24	-4%	-$12.7K	0.08%	147
2022 Q3	$343K	Hold	679	–	–	0.09%	140
2022 Q2	$349K	Sell	679 -10	-1%	-$5.02K	0.08%	145
2022 Q1	$351K	Sell	689 -40	-5%	-$19.3K	0.07%	155
2021 Q4	$366K	Sell	729 -2	-0.3%	-$905	0.07%	155
2021 Q3	$286K	Sell	731 -7	-0.9%	-$2.9K	0.06%	180
2021 Q2	$296K	Sell	738 -18	-2%	-$7.18K	0.06%	169
2021 Q1	$281K	Buy	+756	New	+$262K	0.06%	168

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

Probity Advisors's UNH Position: Q2 2026 in Review

Probity Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 593 shares worth $246K. The stake represents 0.04% of the portfolio and ranks #214 among its holdings. This is a return to the name: Probity Advisors previously reported a position in UNH as recently as Q3 2025.

Probity Advisors first reported a position in UNH in Q1 2021 and has held it in 18 quarters since. The position peaked at $429K in Q4 2024. 1,635 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Probity Advisors held 593 shares of UnitedHealth worth $246K as of Q2 2026.
UnitedHealth was a new Probity Advisors position in Q2 2026.
UnitedHealth made up 0.04% of Probity Advisors's portfolio in Q2 2026, its #214 holding.
Probity Advisors first reported a position in UnitedHealth in Q1 2021 and has held it in 18 quarters since.
Probity Advisors's UnitedHealth position peaked at $429K in Q4 2024.
1,635 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Probity Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.