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Sunburst Financial Group’s UnitedHealth UNH Stock Holding History

Sunburst Financial Group’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 		$412K Sell
992
-4
-0.4% -$1.48K 0.07% 94
2026
Q1 		$269K Sell
996
-142
-12% -$42.3K 0.05% 107
2025
Q4 		$376K Sell
1,138
-40
-3% -$13.6K 0.08% 82
2025
Q3 		$407K Sell
1,178
-451
-28% -$136K 0.09% 82
2025
Q2 		$508K Sell
1,629
-452
-22% -$173K 0.11% 67
2025
Q1 		$1.09M Buy
2,081
+59
+3% +$30.2K 0.27% 43
2024
Q4 		$1.02M Buy
2,022
+39
+2% +$22.2K 0.25% 47
2024
Q3 		$1.16M Buy
1,983
+37
+2% +$20.9K 0.29% 43
2024
Q2 		$991K Buy
1,946
+105
+6% +$51.5K 0.27% 47
2024
Q1 		$902K Sell
1,841
-41
-2% -$20.8K 0.26% 48
2023
Q4 		$991K Buy
1,882
+233
+14% +$124K 0.31% 42
2023
Q3 		$831K Buy
1,649
+59
+4% +$29K 0.29% 40
2023
Q2 		$764K Buy
1,590
+44
+3% +$21.5K 0.27% 47
2023
Q1 		$731K Sell
1,546
-40
-3% -$19.3K 0.27% 44
2022
Q4 		$841K Buy
1,586
+2
+0.1% +$1.06K 0.33% 39
2022
Q3 		$800K Sell
1,584
-62
-4% -$32.6K 0.39% 34
2022
Q2 		$845K Buy
1,646
+15
+0.9% +$7.53K 0.41% 32
2022
Q1 		$832K Buy
1,631
+57
+4% +$27.5K 0.41% 31
2021
Q4 		$790K Buy
1,574
+251
+19% +$114K 0.4% 30
2021
Q3 		$517K Buy
1,323
+9
+0.7% +$3.73K 0.32% 39
2021
Q2 		$526K Sell
1,314
-61
-4% -$24.3K 0.34% 37
2021
Q1 		$512K Sell
1,375
-14
-1% -$4.85K 0.36% 36
2020
Q4 		$487K Buy
1,389
+54
+4% +$18.1K 0.37% 34
2020
Q3 		$416K Hold
1,335
– – 0.35% 35
2020
Q2 		$394K Hold
1,335
– – 0.36% 33
2020
Q1 		$333K Sell
1,335
-137
-9% -$37.7K 0.35% 37
2019
Q4 		$433K Buy
+1,472
New +$385K 0.38% 37

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 22.94% 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

Sunburst Financial Group's UNH Position: Q2 2026 in Review

Sunburst Financial Group reduced its UnitedHealth (UNH) stake by 0.4% in Q2 2026, selling an estimated $1.48K and leaving 992 shares worth $412K. The position accounts for 0.07% of the portfolio, ranked #94.

Sunburst Financial Group first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.16M in Q3 2024. 1,764 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Sunburst Financial Group held 992 shares of UnitedHealth worth $412K as of Q2 2026.
  • Sunburst Financial Group sold 4 UnitedHealth shares in Q2 2026, an estimated $1.48K.
  • UnitedHealth made up 0.07% of Sunburst Financial Group's portfolio in Q2 2026, its #94 holding.
  • Sunburst Financial Group first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Sunburst Financial Group's UnitedHealth position peaked at $1.16M in Q3 2024.
  • 1,764 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.