Sky Investment Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.31M | Sell |
12,785
-292
| -2% | -$108K | 0.83% | 42 |
|
|
2026
Q1 | $3.54M | Sell |
13,077
-522
| -4% | -$155K | 0.61% | 47 |
|
|
2025
Q4 | $4.49M | Sell |
13,599
-588
| -4% | -$199K | 0.74% | 42 |
|
|
2025
Q3 | $4.9M | Sell |
14,187
-137
| -1% | -$41.4K | 0.82% | 42 |
|
|
2025
Q2 | $4.47M | Buy |
14,324
+937
| +7% | +$358K | 0.78% | 43 |
|
|
2025
Q1 | $7.01M | Buy |
13,387
+81
| +0.6% | +$41.4K | 1.29% | 28 |
|
|
2024
Q4 | $6.73M | Buy |
13,306
+347
| +3% | +$197K | 1.23% | 30 |
|
|
2024
Q3 | $7.58M | Sell |
12,959
-275
| -2% | -$156K | 1.36% | 28 |
|
|
2024
Q2 | $6.74M | Sell |
13,234
-17
| -0.1% | -$8.33K | 1.29% | 27 |
|
|
2024
Q1 | $6.56M | Buy |
13,251
+179
| +1% | +$91K | 1.26% | 32 |
|
|
2023
Q4 | $6.88M | Sell |
13,072
-157
| -1% | -$83.7K | 1.45% | 25 |
|
|
2023
Q3 | $6.67M | Buy |
13,229
+70
| +0.5% | +$34.5K | 1.51% | 25 |
|
|
2023
Q2 | $6.32M | Buy |
13,159
+338
| +3% | +$165K | 1.37% | 30 |
|
|
2023
Q1 | $6.06M | Buy |
12,821
+2,112
| +20% | +$1.02M | 1.38% | 30 |
|
|
2022
Q4 | $5.68M | Buy |
10,709
+683
| +7% | +$362K | 1.34% | 30 |
|
|
2022
Q3 | $5.06M | Sell |
10,026
-44
| -0.4% | -$23.1K | 1.32% | 33 |
|
|
2022
Q2 | $5.17M | Buy |
10,070
+69
| +0.7% | +$34.7K | 1.24% | 33 |
|
|
2022
Q1 | $5.1M | Buy |
10,001
+47
| +0.5% | +$22.7K | 1.08% | 41 |
|
|
2021
Q4 | $5M | Buy |
9,954
+35
| +0.4% | +$15.8K | 1.01% | 40 |
|
|
2021
Q3 | $3.88M | Sell |
9,919
-263
| -3% | -$109K | 0.86% | 44 |
|
|
2021
Q2 | $4.08M | Sell |
10,182
-159
| -2% | -$63.4K | 0.92% | 43 |
|
|
2021
Q1 | $3.85M | Buy |
10,341
+55
| +0.5% | +$19.1K | 0.92% | 43 |
|
|
2020
Q4 | $3.61M | Sell |
10,286
-5
| -0% | -$1.68K | 0.92% | 43 |
|
|
2020
Q3 | $3.21M | Sell |
10,291
-49
| -0.5% | -$15.1K | 0.88% | 47 |
|
|
2020
Q2 | $3.05M | Sell |
10,340
-70
| -0.7% | -$20.1K | 1.05% | 37 |
|
|
2020
Q1 | $2.6M | Sell |
10,410
-159
| -2% | -$43.8K | 1.04% | 37 |
|
|
2019
Q4 | $3.11M | Sell |
10,569
-233
| -2% | -$61K | 1.02% | 39 |
|
|
2019
Q3 | $2.35M | Buy |
10,802
+655
| +6% | +$158K | 0.81% | 46 |
|
|
2019
Q2 | $2.48M | Buy |
10,147
+4,898
| +93% | +$1.18M | 0.87% | 43 |
|
|
2019
Q1 | $1.3M | Buy |
5,249
+275
| +6% | +$70.1K | 0.48% | 54 |
|
|
2018
Q4 | $1.24M | Buy |
4,974
+262
| +6% | +$69.2K | 0.52% | 53 |
|
|
2018
Q3 | $1.25M | Buy |
4,712
+20
| +0.4% | +$5.2K | 0.48% | 55 |
|
|
2018
Q2 | $1.15M | Buy |
4,692
+225
| +5% | +$54K | 0.46% | 57 |
|
|
2018
Q1 | $956K | Buy |
+4,467
| New | +$1.02M | 0.39% | 63 |
|
Other funds holding UNH
PAM
Sky Investment Group's UNH Position: Q2 2026 in Review
Sky Investment Group reduced its UnitedHealth (UNH) stake by 2.2% in Q2 2026, selling an estimated $108K and leaving 12,785 shares worth $5.31M. The position accounts for 0.83% of the portfolio, ranked #42.
Sky Investment Group first reported a position in UNH in Q1 2018 and has held it in 34 quarters since. The position peaked at $7.58M in Q3 2024. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Sky Investment Group held 12,785 shares of UnitedHealth worth $5.31M as of Q2 2026.
- Sky Investment Group sold 292 UnitedHealth shares in Q2 2026, an estimated $108K.
- UnitedHealth made up 0.83% of Sky Investment Group's portfolio in Q2 2026, its #42 holding.
- Sky Investment Group first reported a position in UnitedHealth in Q1 2018 and has held it in 34 quarters since.
- Sky Investment Group's UnitedHealth position peaked at $7.58M in Q3 2024.
- 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Sky Investment Group's 13F filing for Q2 2026, filed 20 Jul 2026.