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Sterling Investment Advisors (Pennsylvania)’s UnitedHealth UNH Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$629K Hold
1,513
– – 0.11% 132
2026
Q1 		$409K Sell
1,513
-173
-10% -$51.5K 0.07% 151
2025
Q4 		$557K Buy
1,686
+128
+8% +$43.4K 0.1% 136
2025
Q3 		$538K Buy
1,558
+878
+129% +$266K 0.1% 130
2025
Q2 		$212K Buy
680
+104
+18% +$39.7K 0.05% 174
2025
Q1 		$302K Buy
576
+125
+28% +$63.9K 0.07% 149
2024
Q4 		$228K Buy
+451
New +$256K 0.06% 151
2022
Q3 		– Sell
-257
Closed -$132K – 493
2022
Q2 		$132K Sell
257
-105
-29% -$52.7K 0.05% 158
2022
Q1 		$185K Buy
362
+15
+4% +$7.24K 0.05% 146
2021
Q4 		$174K Buy
347
+15
+5% +$6.79K 0.05% 153
2021
Q3 		$130K Sell
332
-31
-9% -$12.8K 0.04% 172
2021
Q2 		$145K Buy
363
+41
+13% +$16.3K 0.04% 169
2021
Q1 		$120K Buy
322
+20
+7% +$6.93K 0.04% 173
2020
Q4 		$106K Sell
302
-35
-10% -$11.7K 0.04% 172
2020
Q3 		$105K Hold
337
– – 0.04% 160
2020
Q2 		$99K Sell
337
-250
-43% -$71.6K 0.04% 160
2020
Q1 		$146K Buy
587
+250
+74% +$68.8K 0.08% 123
2019
Q4 		$99K Hold
337
– – 0.05% 152
2019
Q3 		$73K Hold
337
– – 0.04% 179
2019
Q2 		$82K Hold
337
– – 0.04% 163
2019
Q1 		$83K Hold
337
– – 0.04% 167
2018
Q4 		$83K Sell
337
-111
-25% -$29.3K 0.05% 153
2018
Q3 		$119K Buy
448
+137
+44% +$35.6K 0.06% 143
2018
Q2 		$76K Buy
311
+111
+56% +$26.7K 0.04% 165
2018
Q1 		$43K Hold
200
– – 0.03% 209
2017
Q4 		$44K Hold
200
– – 0.03% 199
2017
Q3 		$39K Sell
200
-224
-53% -$43.3K 0.03% 200
2017
Q2 		$79K Sell
424
-376
-47% -$65.9K 0.05% 149
2017
Q1 		$131K Hold
800
– – 0.09% 112
2016
Q4 		$128K Buy
+800
New +$120K 0.1% 103

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s UNH Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) held its UnitedHealth (UNH) position steady in Q2 2026 at 1,513 shares worth $629K. The position accounts for 0.11% of the portfolio, ranked #132.

Sterling Investment Advisors (Pennsylvania) first reported a position in UNH in Q4 2016 and has held it in 30 quarters since. 1,858 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 1,513 shares of UnitedHealth worth $629K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.11% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #132 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in UnitedHealth in Q4 2016 and has held it in 30 quarters since.
  • 1,858 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.