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Samalin Investment Counsel’s UnitedHealth UNH Stock Holding History

Samalin Investment Counsel’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 		$2.34M Buy
5,629
+249
+5% +$92.3K 0.73% 36
2026
Q1 		$1.46M Sell
5,380
-323
-6% -$96.2K 0.52% 46
2025
Q4 		$1.88M Buy
5,703
+85
+2% +$28.8K 0.67% 30
2025
Q3 		$1.94M Buy
5,618
+1,535
+38% +$464K 0.67% 31
2025
Q2 		$1.27M Buy
4,083
+2,263
+124% +$865K 0.49% 46
2025
Q1 		$953K Buy
1,820
+110
+6% +$56.2K 0.39% 68
2024
Q4 		$865K Sell
1,710
-1,402
-45% -$797K 0.37% 75
2024
Q3 		$1.82M Sell
3,112
-56
-2% -$31.7K 0.79% 27
2024
Q2 		$1.61M Buy
3,168
+266
+9% +$130K 0.75% 27
2024
Q1 		$1.44M Sell
2,902
-155
-5% -$78.8K 0.68% 32
2023
Q4 		$1.61M Sell
3,057
-8
-0.3% -$4.27K 0.81% 27
2023
Q3 		$1.55M Sell
3,065
-20
-0.6% -$9.84K 0.89% 26
2023
Q2 		$1.48M Buy
3,085
+190
+7% +$92.9K 0.8% 31
2023
Q1 		$1.37M Sell
2,895
-24
-0.8% -$11.6K 0.83% 31
2022
Q4 		$1.55M Buy
2,919
+52
+2% +$27.5K 0.98% 22
2022
Q3 		$1.45M Sell
2,867
-113
-4% -$59.4K 1.06% 18
2022
Q2 		$1.53M Buy
2,980
+1,229
+70% +$617K 1.08% 19
2022
Q1 		$893K Buy
1,751
+369
+27% +$178K 0.54% 49
2021
Q4 		$694K Buy
1,382
+18
+1% +$8.15K 0.42% 64
2021
Q3 		$533K Buy
1,364
+13
+1% +$5.38K 0.35% 90
2021
Q2 		$541K Sell
1,351
-15
-1% -$5.98K 0.35% 90
2021
Q1 		$508K Sell
1,366
-29
-2% -$10K 0.34% 100
2020
Q4 		$489K Sell
1,395
-48
-3% -$16.1K 0.37% 83
2020
Q3 		$450K Sell
1,443
-74
-5% -$22.7K 0.4% 77
2020
Q2 		$447K Sell
1,517
-154
-9% -$44.1K 0.47% 64
2020
Q1 		$416K Sell
1,671
-100
-6% -$27.5K 0.56% 52
2019
Q4 		$520K Buy
+1,771
New +$463K 0.44% 56

Other funds holding UNH

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Samalin Investment Counsel's UNH Position: Q2 2026 in Review

Samalin Investment Counsel increased its UnitedHealth (UNH) stake by 4.6% in Q2 2026, buying an estimated $92.3K and bringing the position to 5,629 shares worth $2.34M. The position accounts for 0.73% of the portfolio, ranked #36.

Samalin Investment Counsel first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. 1,365 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Samalin Investment Counsel held 5,629 shares of UnitedHealth worth $2.34M as of Q2 2026.
  • Samalin Investment Counsel bought 249 UnitedHealth shares in Q2 2026, an estimated $92.3K.
  • UnitedHealth made up 0.73% of Samalin Investment Counsel's portfolio in Q2 2026, its #36 holding.
  • Samalin Investment Counsel first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • 1,365 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.