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SlateStone Wealth’s UnitedHealth UNH Stock Holding History

SlateStone Wealth’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 		$1.51M Sell
3,637
-657
-15% -$244K 0.12% 136
2026
Q1 		$1.16M Sell
4,294
-831
-16% -$247K 0.1% 149
2025
Q4 		$1.69M Sell
5,125
-529
-9% -$179K 0.14% 124
2025
Q3 		$1.95M Sell
5,654
-1,574
-22% -$476K 0.17% 113
2025
Q2 		$2.25M Sell
7,228
-519
-7% -$198K 0.21% 94
2025
Q1 		$4.06M Sell
7,747
-2,836
-27% -$1.45M 0.41% 70
2024
Q4 		$5.35M Buy
10,583
+86
+0.8% +$48.9K 0.53% 56
2024
Q3 		$6.14M Sell
10,497
-2,537
-19% -$1.43M 0.55% 54
2024
Q2 		$6.64M Buy
13,034
+688
+6% +$337K 0.72% 39
2024
Q1 		$6.11M Sell
12,346
-119
-1% -$60.5K 0.61% 47
2023
Q4 		$6.56M Buy
12,465
+172
+1% +$91.7K 0.85% 30
2023
Q3 		$6.2M Buy
12,293
+978
+9% +$481K 0.9% 27
2023
Q2 		$5.44M Sell
11,315
-42
-0.4% -$20.5K 1.02% 24
2023
Q1 		$5.37M Sell
11,357
-54
-0.5% -$26.1K 1.11% 19
2022
Q4 		$6.05M Buy
11,411
+156
+1% +$82.6K 1.46% 16
2022
Q3 		$5.68M Buy
11,255
+249
+2% +$131K 1.51% 14
2022
Q2 		$5.65M Buy
11,006
+87
+0.8% +$43.7K 1.44% 14
2022
Q1 		$5.57M Sell
10,919
-815
-7% -$393K 1.24% 18
2021
Q4 		$5.89M Buy
11,734
+1,244
+12% +$563K 1.26% 15
2021
Q3 		$4.1M Sell
10,490
-451
-4% -$187K 0.94% 26
2021
Q2 		$4.38M Buy
10,941
+103
+1% +$41.1K 1% 25
2021
Q1 		$4.03M Sell
10,838
-356
-3% -$123K 1% 24
2020
Q4 		$3.93M Sell
11,194
-3,613
-24% -$1.21M 0.98% 24
2020
Q3 		$4.62M Buy
14,807
+1,161
+9% +$357K 1% 26
2020
Q2 		$4.02M Buy
13,646
+523
+4% +$150K 0.9% 27
2020
Q1 		$3.27M Buy
13,123
+978
+8% +$269K 0.93% 29
2019
Q4 		$3.57M Sell
12,145
-560
-4% -$147K 0.82% 35
2019
Q3 		$2.76M Sell
12,705
-1,578
-11% -$381K 0.81% 33
2019
Q2 		$3.48M Sell
14,283
-1,176
-8% -$283K 0.98% 29
2019
Q1 		$3.82M Buy
15,459
+2,067
+15% +$527K 1.17% 25
2018
Q4 		$3.34M Buy
+13,392
New +$3.54M 1.53% 16

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

SlateStone Wealth's UNH Position: Q2 2026 in Review

SlateStone Wealth reduced its UnitedHealth (UNH) stake by 15% in Q2 2026, selling an estimated $244K and leaving 3,637 shares worth $1.51M. The position accounts for 0.12% of the portfolio, ranked #136.

SlateStone Wealth first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.64M in Q2 2024. 1,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • SlateStone Wealth held 3,637 shares of UnitedHealth worth $1.51M as of Q2 2026.
  • SlateStone Wealth sold 657 UnitedHealth shares in Q2 2026, an estimated $244K.
  • UnitedHealth made up 0.12% of SlateStone Wealth's portfolio in Q2 2026, its #136 holding.
  • SlateStone Wealth first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
  • SlateStone Wealth's UnitedHealth position peaked at $6.64M in Q2 2024.
  • 1,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.