Procyon Advisors
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Procyon Advisors’s UnitedHealth UNH Stock Holding History

Procyon 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
Q3 		$2.98M Sell
8,121
-639
-7% -$257K 0.13% 160
2026
Q2 		$3.64M Sell
8,760
-2,202
-20% -$816K 0.16% 133
2026
Q1 		$2.97M Sell
10,962
-544
-5% -$162K 0.15% 139
2025
Q4 		$3.8M Sell
11,506
-156
-1% -$52.9K 0.19% 111
2025
Q3 		$4.03M Buy
11,662
+363
+3% +$110K 0.24% 82
2025
Q2 		$3.52M Sell
11,299
-9,627
-46% -$3.68M 0.33% 64
2025
Q1 		$11M Sell
20,926
-2,775
-12% -$1.42M 0.66% 34
2024
Q4 		$12M Buy
23,701
+2,780
+13% +$1.58M 0.76% 32
2024
Q3 		$12.2M Sell
20,921
-1,369
-6% -$774K 0.84% 28
2024
Q2 		$11.4M Buy
22,290
+257
+1% +$126K 0.84% 28
2024
Q1 		$10.9M Buy
22,033
+483
+2% +$246K 0.84% 21
2023
Q4 		$11.3M Buy
21,550
+749
+4% +$399K 0.96% 21
2023
Q3 		$10.5M Buy
20,801
+6,211
+43% +$3.06M 1.08% 19
2023
Q2 		$7.01M Buy
14,590
+3,868
+36% +$1.89M 0.88% 24
2023
Q1 		$5.07M Buy
10,722
+545
+5% +$263K 0.84% 27
2022
Q4 		$5.4M Buy
10,177
+2,564
+34% +$1.36M 0.99% 21
2022
Q3 		$3.84M Buy
7,613
+310
+4% +$163K 0.94% 22
2022
Q2 		$3.75M Buy
7,303
+1,091
+18% +$548K 0.83% 26
2022
Q1 		$3.17M Buy
6,212
+639
+11% +$308K 0.65% 34
2021
Q4 		$2.8M Sell
5,573
-40
-0.7% -$18.1K 0.6% 36
2021
Q3 		$2.19M Buy
5,613
+129
+2% +$53.4K 0.56% 39
2021
Q2 		$2.2M Buy
5,484
+624
+13% +$249K 0.6% 40
2021
Q1 		$1.81M Buy
4,860
+202
+4% +$70K 0.81% 32
2020
Q4 		$1.63M Buy
4,658
+152
+3% +$51K 0.8% 35
2020
Q3 		$1.4M Buy
4,506
+570
+14% +$175K 0.78% 35
2020
Q2 		$1.16M Sell
3,936
-756
-16% -$217K 0.62% 38
2020
Q1 		$1.17M Buy
4,692
+1,655
+54% +$455K 0.78% 30
2019
Q4 		$893K Buy
+3,037
New +$795K 0.55% 40

Other funds holding UNH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Procyon Advisors's UNH Position: Q3 2026 in Review

Procyon Advisors reduced its UnitedHealth (UNH) stake by 7.3% in Q3 2026, selling an estimated $257K and leaving 8,121 shares worth $2.98M. The position accounts for 0.13% of the portfolio, ranked #160.

Procyon Advisors first reported a position in UNH in Q4 2019 and has held it in 28 quarters since. The position peaked at $12.2M in Q3 2024. 2,042 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Procyon Advisors held 8,121 shares of UnitedHealth worth $2.98M as of Q3 2026.
  • Procyon Advisors sold 639 UnitedHealth shares in Q3 2026, an estimated $257K.
  • UnitedHealth made up 0.13% of Procyon Advisors's portfolio in Q3 2026, its #160 holding.
  • Procyon Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 28 quarters since.
  • Procyon Advisors's UnitedHealth position peaked at $12.2M in Q3 2024.
  • 2,042 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.