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Sigma Investment Counselors’s UnitedHealth UNH Stock Holding History

Sigma 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 		$4.28M Sell
10,309
-1,752
-15% -$649K 0.21% 73
2026
Q1 		$3.26M Sell
12,061
-975
-7% -$290K 0.17% 78
2025
Q4 		$4.3M Sell
13,036
-246
-2% -$83.4K 0.22% 74
2025
Q3 		$4.59M Sell
13,282
-848
-6% -$256K 0.24% 69
2025
Q2 		$4.41M Buy
14,130
+769
+6% +$294K 0.24% 68
2025
Q1 		$7M Sell
13,361
-1,368
-9% -$699K 0.43% 47
2024
Q4 		$7.45M Sell
14,729
-296
-2% -$168K 0.44% 46
2024
Q3 		$8.78M Sell
15,025
-115
-0.8% -$65K 0.52% 44
2024
Q2 		$7.71M Buy
15,140
+12
+0.1% +$5.88K 0.48% 46
2024
Q1 		$7.48M Sell
15,128
-364
-2% -$185K 0.48% 47
2023
Q4 		$8.16M Buy
15,492
+90
+0.6% +$48K 0.58% 36
2023
Q3 		$7.77M Sell
15,402
-209
-1% -$103K 0.59% 35
2023
Q2 		$7.5M Sell
15,611
-110
-0.7% -$53.8K 0.55% 37
2023
Q1 		$7.43M Buy
15,721
+148
+1% +$71.4K 0.58% 35
2022
Q4 		$8.26M Sell
15,573
-348
-2% -$184K 0.68% 29
2022
Q3 		$8.04M Sell
15,921
-137
-0.9% -$72K 0.69% 31
2022
Q2 		$8.25M Sell
16,058
-25
-0.2% -$12.6K 0.67% 31
2022
Q1 		$8.2M Buy
16,083
+60
+0.4% +$28.9K 0.59% 34
2021
Q4 		$8.05M Sell
16,023
-151
-0.9% -$68.4K 0.56% 36
2021
Q3 		$6.32M Buy
16,174
+258
+2% +$107K 0.47% 39
2021
Q2 		$6.37M Sell
15,916
-62
-0.4% -$24.7K 0.48% 38
2021
Q1 		$5.95M Sell
15,978
-6,565
-29% -$2.27M 0.48% 39
2020
Q4 		$7.91M Buy
22,543
+9,717
+76% +$3.26M 0.68% 31
2020
Q3 		$4M Sell
12,826
-10,978
-46% -$3.37M 0.78% 28
2020
Q2 		$7.02M Buy
23,804
+710
+3% +$203K 0.75% 30
2020
Q1 		$5.76M Sell
23,094
-904
-4% -$249K 0.73% 28
2019
Q4 		$7.05M Buy
23,998
+776
+3% +$203K 0.74% 30
2019
Q3 		$5.05M Sell
23,222
-213
-0.9% -$51.4K 0.57% 34
2019
Q2 		$5.72M Buy
23,435
+426
+2% +$102K 0.67% 33
2019
Q1 		$5.69M Sell
23,009
-257
-1% -$65.5K 0.7% 33
2018
Q4 		$5.8M Sell
23,266
-268
-1% -$70.8K 0.81% 27
2018
Q3 		$6.26M Sell
23,534
-296
-1% -$77K 0.78% 22
2018
Q2 		$5.85M Sell
23,830
-51
-0.2% -$12.2K 0.77% 21
2018
Q1 		$5.11M Sell
23,881
-875
-4% -$200K 0.69% 23
2017
Q4 		$5.46M Sell
24,756
-575
-2% -$122K 0.75% 22
2017
Q3 		$4.96M Sell
25,331
-106
-0.4% -$20.5K 0.71% 24
2017
Q2 		$4.72M Sell
25,437
-2,605
-9% -$457K 0.72% 25
2017
Q1 		$4.6M Sell
28,042
-2,003
-7% -$328K 0.73% 24
2016
Q4 		$4.81M Sell
30,045
-978
-3% -$146K 0.77% 22
2016
Q3 		$4.34M Sell
31,023
-317
-1% -$44.4K 0.72% 23
2016
Q2 		$4.42M Sell
31,340
-1,614
-5% -$215K 0.75% 23
2016
Q1 		$4.25M Sell
32,954
-1,164
-3% -$138K 0.75% 24
2015
Q4 		$4.01M Sell
34,118
-1,935
-5% -$226K 0.74% 29
2015
Q3 		$4.18M Sell
36,053
-1,572
-4% -$188K 0.81% 22
2015
Q2 		$4.59M Sell
37,625
-2,930
-7% -$347K 0.85% 21
2015
Q1 		$4.8M Sell
40,555
-1,139
-3% -$126K 0.9% 22
2014
Q4 		$4.21M Buy
41,694
+815
+2% +$77.2K 0.8% 28
2014
Q3 		$3.53M Sell
40,879
-444
-1% -$37.5K 0.68% 34
2014
Q2 		$3.38M Sell
41,323
-1,508
-4% -$119K 0.66% 37
2014
Q1 		$3.51M Sell
42,831
-990
-2% -$74.5K 0.71% 32
2013
Q4 		$3.3M Sell
43,821
-62
-0.1% -$4.45K 0.71% 39
2013
Q3 		$3.14M Sell
43,883
-174
-0.4% -$12.5K 0.73% 36
2013
Q2 		$2.88M Buy
+44,057
New +$2.74M 0.75% 34

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 22.94% 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

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

Sigma Investment Counselors reduced its UnitedHealth (UNH) stake by 15% in Q2 2026, selling an estimated $649K and leaving 10,309 shares worth $4.28M. The position accounts for 0.21% of the portfolio, ranked #73.

Sigma Investment Counselors first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.78M in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Sigma Investment Counselors held 10,309 shares of UnitedHealth worth $4.28M as of Q2 2026.
  • Sigma Investment Counselors sold 1,752 UnitedHealth shares in Q2 2026, an estimated $649K.
  • UnitedHealth made up 0.21% of Sigma Investment Counselors's portfolio in Q2 2026, its #73 holding.
  • Sigma Investment Counselors first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
  • Sigma Investment Counselors's UnitedHealth position peaked at $8.78M in Q3 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.