Select Asset Management & Trust’s UnitedHealth UNH Stock Holding History

Select Asset Management & Trust’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	$207K	Buy	+498	New	+$185K	0.06%	76
2025 Q2	–	Sell	-504	Closed	-$264K	–	81
2025 Q1	$264K	Hold	504	–	–	0.11%	62
2024 Q4	$255K	Hold	504	–	–	0.1%	61
2024 Q3	$295K	Hold	504	–	–	0.11%	51
2024 Q2	$257K	Hold	504	–	–	0.1%	53
2024 Q1	$249K	Sell	504 -6	-1%	-$3.05K	0.1%	56
2023 Q4	$269K	Hold	510	–	–	0.13%	54
2023 Q3	$257K	Buy	510 +48	+10%	+$23.6K	0.15%	50
2023 Q2	$222K	Sell	462 -7	-1%	-$3.42K	0.14%	61
2023 Q1	$222K	Buy	469 +19	+4%	+$9.17K	0.2%	56
2022 Q4	$239K	Hold	450	–	–	0.29%	50
2022 Q3	$227K	Hold	450	–	–	0.27%	53
2022 Q2	$231K	Hold	450	–	–	0.25%	52
2022 Q1	$229K	Hold	450	–	–	0.2%	60
2021 Q4	$226K	Buy	+450	New	+$204K	0.15%	61

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Select Asset Management & Trust's UNH Position: Q2 2026 in Review

Select Asset Management & Trust opened a new position in UnitedHealth (UNH) in Q2 2026: 498 shares worth $207K. The stake represents 0.06% of the portfolio and ranks #76 among its holdings. This is a return to the name: Select Asset Management & Trust previously reported a position in UNH as recently as Q1 2025.

Select Asset Management & Trust first reported a position in UNH in Q4 2021 and has held it in 15 quarters since. The position peaked at $295K in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Select Asset Management & Trust held 498 shares of UnitedHealth worth $207K as of Q2 2026.
UnitedHealth was a new Select Asset Management & Trust position in Q2 2026.
UnitedHealth made up 0.06% of Select Asset Management & Trust's portfolio in Q2 2026, its #76 holding.
Select Asset Management & Trust first reported a position in UnitedHealth in Q4 2021 and has held it in 15 quarters since.
Select Asset Management & Trust's UnitedHealth position peaked at $295K in Q3 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Select Asset Management & Trust's 13F filing for Q2 2026, filed 11 Aug 2026.