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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
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 		$3.85M 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 		$1.41M 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Procyon Advisors's UNH Position: Q2 2026 in Review

Procyon Advisors reduced its UnitedHealth (UNH) stake by 20% in Q2 2026, selling an estimated $816K and leaving 8,760 shares worth $3.64M. The position accounts for 0.16% of the portfolio, ranked #133.

Procyon Advisors first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.2M in Q3 2024. 1,384 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Procyon Advisors held 8,760 shares of UnitedHealth worth $3.64M as of Q2 2026.
  • Procyon Advisors sold 2,202 UnitedHealth shares in Q2 2026, an estimated $816K.
  • UnitedHealth made up 0.16% of Procyon Advisors's portfolio in Q2 2026, its #133 holding.
  • Procyon Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Procyon Advisors's UnitedHealth position peaked at $12.2M in Q3 2024.
  • 1,384 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.