Spirit of America Management Corp’s UnitedHealth UNH Stock Holding History

Spirit of America Management Corp’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	$187K	Sell	450 -300	-40%	-$111K	0.04%	225
2026 Q1	$203K	Hold	750	–	–	0.04%	236
2025 Q4	$248K	Sell	750 -400	-35%	-$136K	0.05%	227
2025 Q3	$397K	Sell	1,150 -400	-26%	-$121K	0.08%	208
2025 Q2	$484K	Hold	1,550	–	–	0.1%	183
2025 Q1	$812K	Sell	1,550 -400	-21%	-$204K	0.16%	134
2024 Q4	$986K	Sell	1,950 -400	-17%	-$227K	0.2%	115
2024 Q3	$1.37M	Hold	2,350	–	–	0.27%	86
2024 Q2	$1.2M	Hold	2,350	–	–	0.24%	90
2024 Q1	$1.16M	Sell	2,350 -100	-4%	-$50.8K	0.23%	97
2023 Q4	$1.29M	Hold	2,450	–	–	0.28%	86
2023 Q3	$1.24M	Hold	2,450	–	–	0.28%	77
2023 Q2	$1.18M	Hold	2,450	–	–	0.27%	89
2023 Q1	$1.16M	Sell	2,450 -75	-3%	-$36.2K	0.26%	87
2022 Q4	$1.34M	Hold	2,525	–	–	0.3%	84
2022 Q3	$1.27M	Buy	2,525 +150	+6%	+$78.9K	0.3%	82
2022 Q2	$1.22M	Hold	2,375	–	–	0.28%	89
2022 Q1	$1.21M	Hold	2,375	–	–	0.24%	98
2021 Q4	$1.19M	Hold	2,375	–	–	0.24%	104
2021 Q3	$928K	Sell	2,375 -350	-13%	-$145K	0.2%	116
2021 Q2	$1.09M	Hold	2,725	–	–	0.23%	107
2021 Q1	$1.01M	Sell	2,725 -1,325	-33%	-$459K	0.24%	102
2020 Q4	$1.42M	Sell	4,050 -400	-9%	-$134K	0.36%	81
2020 Q3	$1.39M	Sell	4,450 -1,200	-21%	-$369K	0.38%	76
2020 Q2	$1.67M	Sell	5,650 -1,350	-19%	-$387K	0.43%	63
2020 Q1	$1.75M	Sell	7,000 -800	-10%	-$220K	0.56%	45
2019 Q4	$2.29M	Sell	7,800 -1,550	-17%	-$406K	0.4%	57
2019 Q3	$2.03M	Sell	9,350 -100	-1%	-$24.1K	0.33%	69
2019 Q2	$2.31M	Sell	9,450 -100	-1%	-$24.1K	0.35%	64
2019 Q1	$2.36M	Hold	9,550	–	–	0.35%	62
2018 Q4	$2.38M	Hold	9,550	–	–	0.38%	61
2018 Q3	$2.54M	Sell	9,550 -200	-2%	-$52K	0.32%	64
2018 Q2	$2.39M	Hold	9,750	–	–	0.3%	67
2018 Q1	$2.09M	Buy	9,750 +250	+3%	+$57.1K	0.27%	79
2017 Q4	$2.09M	Hold	9,500	–	–	0.23%	87
2017 Q3	$1.86M	Hold	9,500	–	–	0.2%	96
2017 Q2	$1.76M	Hold	9,500	–	–	0.19%	99
2017 Q1	$1.56M	Hold	9,500	–	–	0.17%	102
2016 Q4	$1.52M	Sell	9,500 -1,500	-14%	-$224K	0.18%	101
2016 Q3	$1.54M	Sell	11,000 -1,400	-11%	-$196K	0.2%	99
2016 Q2	$1.75M	Hold	12,400	–	–	0.26%	82
2016 Q1	$1.6M	Hold	12,400	–	–	0.28%	83
2015 Q4	$1.46M	Sell	12,400 -1,000	-7%	-$117K	0.28%	83
2015 Q3	$1.55M	Sell	13,400 -2,400	-15%	-$287K	0.32%	77
2015 Q2	$1.93M	Hold	15,800	–	–	0.37%	67
2015 Q1	$1.87M	Hold	15,800	–	–	0.4%	69
2014 Q4	$1.6M	Hold	15,800	–	–	0.41%	69
2014 Q3	$1.36M	Hold	15,800	–	–	0.41%	63
2014 Q2	$1.29M	Hold	15,800	–	–	0.52%	60
2014 Q1	$1.29M	Buy	+15,800	New	+$1.19M	0.53%	55
2013 Q4	–	Sell	-15,800	Closed	-$1.13M	–	183
2013 Q3	$1.13M	Hold	15,800	–	–	0.42%	70
2013 Q2	$1.03M	Buy	+15,800	New	+$983K	0.37%	78

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Spirit of America Management Corp's UNH Position: Q2 2026 in Review

Spirit of America Management Corp reduced its UnitedHealth (UNH) stake by 40% in Q2 2026, selling an estimated $111K and leaving 450 shares worth $187K. The position accounts for 0.04% of the portfolio, ranked #225.

Spirit of America Management Corp first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.54M in Q3 2018. 2,267 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Spirit of America Management Corp held 450 shares of UnitedHealth worth $187K as of Q2 2026.
Spirit of America Management Corp sold 300 UnitedHealth shares in Q2 2026, an estimated $111K.
UnitedHealth made up 0.04% of Spirit of America Management Corp's portfolio in Q2 2026, its #225 holding.
Spirit of America Management Corp first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
Spirit of America Management Corp's UnitedHealth position peaked at $2.54M in Q3 2018.
2,267 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.