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PSI Advisors’s UnitedHealth UNH Stock Holding History

PSI 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 		$531K Sell
1,278
-150
-11% -$55.6K 0.12% 92
2026
Q1 		$386K Buy
1,428
+300
+27% +$89.3K 0.09% 105
2025
Q4 		$372K Buy
1,128
+85
+8% +$28.8K 0.09% 91
2025
Q3 		$360K Buy
+1,043
New +$315K 0.09% 96
2025
Q2 		– Sell
-482
Closed -$252K – 648
2025
Q1 		$252K Sell
482
-75
-13% -$38.3K 0.08% 108
2024
Q4 		$282K Buy
557
+226
+68% +$128K 0.08% 107
2024
Q3 		$193K Sell
331
-24
-7% -$13.6K 0.06% 130
2024
Q2 		$180K Buy
355
+101
+40% +$49.5K 0.06% 129
2024
Q1 		$126K Sell
254
-5
-2% -$2.54K 0.05% 158
2023
Q4 		$136K Sell
259
-68
-21% -$36.3K 0.05% 156
2023
Q3 		$165K Buy
327
+46
+16% +$22.6K 0.07% 139
2023
Q2 		$135K Buy
281
+115
+69% +$56.2K 0.06% 147
2023
Q1 		$78.3K Buy
166
+50
+43% +$24.1K 0.04% 179
2022
Q4 		$61.3K Buy
116
+1
+0.9% +$530 0.03% 194
2022
Q3 		$58K Sell
115
-220
-66% -$116K 0.03% 208
2022
Q2 		$172K Buy
335
+1
+0.3% +$502 0.08% 131
2022
Q1 		$170K Buy
334
+1
+0.3% +$482 0.07% 147
2021
Q4 		$167K Buy
333
+1
+0.3% +$453 0.07% 160
2021
Q3 		$130K Buy
+332
New +$138K 0.06% 172
2021
Q1 		– Sell
-787
Closed -$276K – 144
2020
Q4 		$276K Buy
787
+2
+0.3% +$670 0.19% 100
2020
Q3 		$245K Buy
785
+2
+0.3% +$614 0.19% 101
2020
Q2 		$231K Buy
+783
New +$224K 0.19% 99
2020
Q1 		– Sell
-700
Closed -$205K – 553
2019
Q4 		$205K Buy
+700
New +$183K 0.13% 126

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

PSI Advisors's UNH Position: Q2 2026 in Review

PSI Advisors reduced its UnitedHealth (UNH) stake by 11% in Q2 2026, selling an estimated $55.6K and leaving 1,278 shares worth $531K. The position accounts for 0.12% of the portfolio, ranked #92.

PSI Advisors first reported a position in UNH in Q4 2019 and has held it in 23 quarters since. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • PSI Advisors held 1,278 shares of UnitedHealth worth $531K as of Q2 2026.
  • PSI Advisors sold 150 UnitedHealth shares in Q2 2026, an estimated $55.6K.
  • UnitedHealth made up 0.12% of PSI Advisors's portfolio in Q2 2026, its #92 holding.
  • PSI Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 23 quarters since.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.