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Sterling Investment Counsel’s UnitedHealth UNH Stock Holding History

Sterling Investment Counsel’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 		$422K Sell
1,015
-186
-15% -$68.9K 0.1% 117
2026
Q1 		$325K Sell
1,201
-73
-6% -$21.7K 0.09% 136
2025
Q4 		$644K Buy
+1,274
New +$432K 0.18% 82
2025
Q3 		– Sell
-1,139
Closed -$355K – 180
2025
Q2 		$355K Sell
1,139
-2,326
-67% -$889K 0.21% 82
2025
Q1 		$1.81M Buy
3,465
+1,710
+97% +$874K 0.62% 29
2024
Q4 		$888K Sell
1,755
-1,953
-53% -$1.11M 0.59% 30
2024
Q3 		$2.17M Buy
3,708
+255
+7% +$144K 0.77% 25
2024
Q2 		$1.76M Buy
3,453
+29
+0.8% +$14.2K 0.69% 28
2024
Q1 		$1.69M Buy
3,424
+279
+9% +$142K 0.78% 25
2023
Q4 		$1.66M Sell
3,145
-92
-3% -$49.1K 0.85% 22
2023
Q3 		$1.63M Buy
3,237
+92
+3% +$45.3K 0.94% 20
2023
Q2 		$1.51M Buy
3,145
+115
+4% +$56.2K 0.82% 22
2023
Q1 		$1.43M Buy
3,030
+118
+4% +$56.9K 0.85% 20
2022
Q4 		$1.54M Buy
2,912
+519
+22% +$275K 0.95% 20
2022
Q3 		$1.21M Buy
2,393
+50
+2% +$26.3K 0.88% 19
2022
Q2 		$1.2M Buy
2,343
+1,016
+77% +$510K 0.92% 17
2022
Q1 		$677K Sell
1,327
-412
-24% -$199K 0.46% 42
2021
Q4 		$873K Buy
+1,739
New +$787K 0.59% 30

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Sterling Investment Counsel's UNH Position: Q2 2026 in Review

Sterling Investment Counsel reduced its UnitedHealth (UNH) stake by 15% in Q2 2026, selling an estimated $68.9K and leaving 1,015 shares worth $422K. The position accounts for 0.1% of the portfolio, ranked #117.

Sterling Investment Counsel first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.17M in Q3 2024. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Sterling Investment Counsel held 1,015 shares of UnitedHealth worth $422K as of Q2 2026.
  • Sterling Investment Counsel sold 186 UnitedHealth shares in Q2 2026, an estimated $68.9K.
  • UnitedHealth made up 0.1% of Sterling Investment Counsel's portfolio in Q2 2026, its #117 holding.
  • Sterling Investment Counsel first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • Sterling Investment Counsel's UnitedHealth position peaked at $2.17M in Q3 2024.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.