SlateStone Wealth’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 | $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
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. 3,383 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.
- 3,383 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.