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Salem Investment Counselors’s UnitedHealth UNH Stock Holding History

Salem Investment Counselors’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 		$4.24M Buy
10,200
+99
+1% +$36.7K 0.11% 114
2026
Q1 		$2.73M Buy
10,101
+918
+10% +$273K 0.08% 134
2025
Q4 		$3.03M Sell
9,183
-545
-6% -$185K 0.09% 127
2025
Q3 		$3.36M Sell
9,728
-6,505
-40% -$1.97M 0.1% 118
2025
Q2 		$5.06M Sell
16,233
-19,960
-55% -$7.63M 0.16% 89
2025
Q1 		$19M Sell
36,193
-2,345
-6% -$1.2M 0.66% 32
2024
Q4 		$19.5M Buy
38,538
+727
+2% +$413K 0.64% 32
2024
Q3 		$22.1M Sell
37,811
-1,780
-4% -$1.01M 0.67% 29
2024
Q2 		$20.2M Buy
39,591
+889
+2% +$436K 0.65% 31
2024
Q1 		$19.1M Buy
38,702
+2,796
+8% +$1.42M 0.63% 31
2023
Q4 		$18.9M Buy
35,906
+1,532
+4% +$817K 0.65% 27
2023
Q3 		$17.3M Buy
34,374
+3,152
+10% +$1.55M 0.66% 25
2023
Q2 		$15M Buy
31,222
+942
+3% +$461K 0.54% 30
2023
Q1 		$14.3M Sell
30,280
-373
-1% -$180K 0.57% 29
2022
Q4 		$16.3M Sell
30,653
-3,581
-10% -$1.9M 0.7% 28
2022
Q3 		$17.3M Buy
34,234
+772
+2% +$406K 0.79% 23
2022
Q2 		$17.2M Buy
33,462
+18,954
+131% +$9.52M 0.78% 24
2022
Q1 		$7.4M Buy
14,508
+4,313
+42% +$2.08M 0.29% 55
2021
Q4 		$5.12M Buy
10,195
+2,827
+38% +$1.28M 0.18% 82
2021
Q3 		$2.88M Sell
7,368
-50
-0.7% -$20.7K 0.16% 111
2021
Q2 		$2.97M Buy
7,418
+526
+8% +$210K 0.16% 110
2021
Q1 		$2.56M Buy
6,892
+868
+14% +$301K 0.16% 109
2020
Q4 		$2.11M Buy
6,024
+424
+8% +$142K 0.14% 116
2020
Q3 		$1.75M Buy
5,600
+208
+4% +$63.9K 0.13% 116
2020
Q2 		$1.59M Buy
5,392
+7
+0.1% +$2.01K 0.13% 117
2020
Q1 		$1.34M Buy
5,385
+1,560
+41% +$429K 0.14% 113
2019
Q4 		$1.12M Buy
3,825
+953
+33% +$249K 0.09% 140
2019
Q3 		$624K Hold
2,872
– – 0.06% 161
2019
Q2 		$701K Buy
2,872
+394
+16% +$94.8K 0.06% 159
2019
Q1 		$659K Buy
2,478
+9
+0.4% +$2.29K 0.07% 144
2018
Q4 		$615K Sell
2,469
-9
-0.4% -$2.38K 0.08% 129
2018
Q3 		$659K Buy
2,478
+9
+0.4% +$2.34K 0.07% 144
2018
Q2 		$606K Hold
2,469
– – 0.06% 145
2018
Q1 		$547K Hold
2,469
– – 0.06% 151
2017
Q4 		$544K Buy
2,469
+55
+2% +$11.7K 0.06% 153
2017
Q3 		$478K Hold
2,414
– – 0.06% 160
2017
Q2 		$448K Buy
+2,414
New +$423K 0.05% 173
2017
Q1 		– Sell
-2,314
Closed -$370K – 676
2016
Q4 		$370K Sell
2,314
-51
-2% -$7.62K 0.04% 200
2016
Q3 		$3.31K Buy
2,365
+90
+4% +$12.6K 0.04% 185
2016
Q2 		$321K Hold
2,275
– – 0.04% 214
2016
Q1 		$293K Hold
2,275
– – 0.04% 215
2015
Q4 		$268K Sell
2,275
-44
-2% -$5.14K 0.03% 223
2015
Q3 		$267K Buy
2,319
+250
+12% +$29.9K 0.03% 227
2015
Q2 		$252K Sell
2,069
-250
-11% -$29.6K 0.03% 245
2015
Q1 		$274K Sell
2,319
-60
-3% -$6.66K 0.03% 244
2014
Q4 		$240K Sell
2,379
-52
-2% -$4.93K 0.03% 244
2014
Q3 		$210K Sell
2,431
-1,350
-36% -$114K 0.03% 266
2014
Q2 		$309K Buy
3,781
+60
+2% +$4.72K 0.04% 236
2014
Q1 		$305K Hold
3,721
– – 0.04% 241
2013
Q4 		$280K Hold
3,721
– – 0.04% 233
2013
Q3 		$266K Hold
3,721
– – 0.04% 236
2013
Q2 		$244K Buy
+3,721
New +$232K 0.04% 240

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

Salem Investment Counselors's UNH Position: Q2 2026 in Review

Salem Investment Counselors increased its UnitedHealth (UNH) stake by 0.98% in Q2 2026, buying an estimated $36.7K and bringing the position to 10,200 shares worth $4.24M. The position accounts for 0.11% of the portfolio, ranked #114.

Salem Investment Counselors first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $22.1M in Q3 2024. 1,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Salem Investment Counselors held 10,200 shares of UnitedHealth worth $4.24M as of Q2 2026.
  • Salem Investment Counselors bought 99 UnitedHealth shares in Q2 2026, an estimated $36.7K.
  • UnitedHealth made up 0.11% of Salem Investment Counselors's portfolio in Q2 2026, its #114 holding.
  • Salem Investment Counselors first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
  • Salem Investment Counselors's UnitedHealth position peaked at $22.1M in Q3 2024.
  • 1,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.