Smithbridge Asset Management’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 | $1.49M | Sell |
3,584
-5,115
| -59% | -$1.9M | 0.2% | 90 |
|
|
2026
Q1 | $2.35M | Sell |
8,699
-9,173
| -51% | -$2.73M | 0.35% | 67 |
|
|
2025
Q4 | $5.9M | Buy |
17,872
+3,499
| +24% | +$1.19M | 0.5% | 55 |
|
|
2025
Q3 | $4.96M | Sell |
14,373
-7,089
| -33% | -$2.14M | 0.72% | 48 |
|
|
2025
Q2 | $6.7M | Sell |
21,462
-606
| -3% | -$232K | 1.17% | 35 |
|
|
2025
Q1 | $11.6M | Buy |
+22,068
| New | +$11.3M | 2.14% | 9 |
|
|
2024
Q3 | $13.1M | Buy |
22,429
+880
| +4% | +$498K | 2.26% | 9 |
|
|
2024
Q2 | $11M | Sell |
21,549
-1,111
| -5% | -$545K | 2.28% | 10 |
|
|
2024
Q1 | $11.2M | Sell |
22,660
-635
| -3% | -$323K | 2.31% | 6 |
|
|
2023
Q4 | $12.3M | Sell |
23,295
-227
| -1% | -$121K | 2.79% | 3 |
|
|
2023
Q3 | $11.9M | Sell |
23,522
-707
| -3% | -$348K | 2.94% | 3 |
|
|
2023
Q2 | $11.6M | Sell |
24,229
-275
| -1% | -$134K | 2.73% | 3 |
|
|
2023
Q1 | $11.6M | Buy |
24,504
+32
| +0.1% | +$15.4K | 2.91% | 3 |
|
|
2022
Q4 | $13M | Buy |
24,472
+9,383
| +62% | +$4.97M | 3.45% | 3 |
|
|
2022
Q3 | $7.62M | Buy |
15,089
+257
| +2% | +$135K | 3.13% | 5 |
|
|
2022
Q2 | $7.62M | Buy |
14,832
+76
| +0.5% | +$38.2K | 2.94% | 4 |
|
|
2022
Q1 | $7.53M | Buy |
14,756
+482
| +3% | +$232K | 2.49% | 6 |
|
|
2021
Q4 | $7.17M | Buy |
14,274
+1
| +0% | +$453 | 2.18% | 10 |
|
|
2021
Q3 | $5.58M | Sell |
14,273
-148
| -1% | -$61.3K | 1.85% | 18 |
|
|
2021
Q2 | $5.78M | Buy |
14,421
+125
| +0.9% | +$49.8K | 1.88% | 16 |
|
|
2021
Q1 | $5.32M | Buy |
14,296
+831
| +6% | +$288K | 2.27% | 14 |
|
|
2020
Q4 | $4.72M | Buy |
13,465
+115
| +0.9% | +$38.5K | 2.17% | 16 |
|
|
2020
Q3 | $4.16M | Sell |
13,350
-216
| -2% | -$66.3K | 2.15% | 16 |
|
|
2020
Q2 | $4M | Sell |
13,566
-200
| -1% | -$57.3K | 2.23% | 14 |
|
|
2020
Q1 | $3.43M | Buy |
13,766
+25
| +0.2% | +$6.88K | 2.3% | 16 |
|
|
2019
Q4 | $4.04M | Sell |
13,741
-1,320
| -9% | -$345K | 2.08% | 15 |
|
|
2019
Q3 | $3.27M | Buy |
15,061
+295
| +2% | +$71.2K | 1.84% | 24 |
|
|
2019
Q2 | $3.6M | Buy |
14,766
+115
| +0.8% | +$27.7K | 2.09% | 18 |
|
|
2019
Q1 | $3.62M | Buy |
14,651
+375
| +3% | +$95.6K | 2.18% | 15 |
|
|
2018
Q4 | $3.56M | Buy |
14,276
+30
| +0.2% | +$7.92K | 2.49% | 10 |
|
|
2018
Q3 | $3.79M | Buy |
14,246
+50
| +0.4% | +$13K | 2.28% | 12 |
|
|
2018
Q2 | $3.48M | Sell |
14,196
-25
| -0.2% | -$6K | 2.23% | 13 |
|
|
2018
Q1 | $3.04M | Sell |
14,221
-609
| -4% | -$139K | 2.01% | 18 |
|
|
2017
Q4 | $3.27M | Buy |
14,830
+1,030
| +7% | +$218K | 2.06% | 15 |
|
|
2017
Q3 | $2.7M | Sell |
13,800
-1,150
| -8% | -$222K | 1.9% | 18 |
|
|
2017
Q2 | $2.77M | Buy |
14,950
+1,020
| +7% | +$179K | 2.28% | 15 |
|
|
2017
Q1 | $2.29M | Sell |
13,930
-425
| -3% | -$69.6K | 2% | 21 |
|
|
2016
Q4 | $2.3M | Sell |
14,355
-2,070
| -13% | -$309K | 2.03% | 22 |
|
|
2016
Q3 | $2.3M | Buy |
16,425
+25
| +0.2% | +$3.5K | 2.06% | 21 |
|
|
2016
Q2 | $2.32M | Hold |
16,400
| – | – | 2.15% | 21 |
|
|
2016
Q1 | $2.11M | Sell |
16,400
-1,400
| -8% | -$166K | 1.97% | 24 |
|
|
2015
Q4 | $2.09M | Hold |
17,800
| – | – | 1.93% | 28 |
|
|
2015
Q3 | $2.06M | Buy |
17,800
+3,200
| +22% | +$383K | 1.96% | 27 |
|
|
2015
Q2 | $1.78M | Buy |
14,600
+2,550
| +21% | +$302K | 1.5% | 34 |
|
|
2015
Q1 | $1.43M | Sell |
12,050
-300
| -2% | -$33.3K | 1.18% | 36 |
|
|
2014
Q4 | $1.25M | Buy |
12,350
+7,050
| +133% | +$668K | 1.02% | 38 |
|
|
2014
Q3 | $457K | Buy |
+5,300
| New | +$448K | 0.38% | 46 |
|
Other funds holding UNH
VAM
Smithbridge Asset Management's UNH Position: Q2 2026 in Review
Smithbridge Asset Management reduced its UnitedHealth (UNH) stake by 59% in Q2 2026, selling an estimated $1.9M and leaving 3,584 shares worth $1.49M. The position accounts for 0.2% of the portfolio, ranked #90.
Smithbridge Asset Management first reported a position in UNH in Q3 2014 and has held it in 47 quarters since. The position peaked at $13.1M in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Smithbridge Asset Management held 3,584 shares of UnitedHealth worth $1.49M as of Q2 2026.
- Smithbridge Asset Management sold 5,115 UnitedHealth shares in Q2 2026, an estimated $1.9M.
- UnitedHealth made up 0.2% of Smithbridge Asset Management's portfolio in Q2 2026, its #90 holding.
- Smithbridge Asset Management first reported a position in UnitedHealth in Q3 2014 and has held it in 47 quarters since.
- Smithbridge Asset Management's UnitedHealth position peaked at $13.1M in Q3 2024.
- 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.