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Torray Investment Partners’s UnitedHealth UNH Stock Holding History

Torray Investment Partners’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 		$284K Buy
+683
New +$253K 0.04% 83
2026
Q1 		– Sell
-59,153
Closed -$19.5M – 98
2025
Q4 		$19.5M Buy
59,153
+2,047
+4% +$694K 2.8% 14
2025
Q3 		$19.7M Buy
57,106
+7,769
+16% +$2.35M 2.68% 12
2025
Q2 		$15.4M Buy
49,337
+27,539
+126% +$10.5M 2.23% 18
2025
Q1 		$11.4M Sell
21,798
-20
-0.1% -$10.2K 1.7% 22
2024
Q4 		$11M Sell
21,818
-5,507
-20% -$3.13M 1.58% 26
2024
Q3 		$16M Buy
27,325
+433
+2% +$245K 2.24% 15
2024
Q2 		$13.7M Buy
26,892
+40
+0.1% +$19.6K 2.05% 15
2024
Q1 		$13.3M Hold
26,852
– – 1.99% 21
2023
Q4 		$14.1M Buy
26,852
+29
+0.1% +$15.5K 2.29% 15
2023
Q3 		$13.5M Sell
26,823
-50
-0.2% -$24.6K 2.39% 10
2023
Q2 		$12.9M Buy
26,873
+196
+0.7% +$95.8K 2.23% 14
2023
Q1 		$12.6M Buy
26,677
+2
+0% +$965 2.26% 8
2022
Q4 		$14.1M Hold
26,675
– – 2.55% 6
2022
Q3 		$13.5M Hold
26,675
– – 2.68% 7
2022
Q2 		$13.7M Sell
26,675
-3,913
-13% -$1.97M 2.61% 9
2022
Q1 		$15.6M Sell
30,588
-3,840
-11% -$1.85M 2.5% 10
2021
Q4 		$17.3M Sell
34,428
-3,677
-10% -$1.66M 2.55% 5
2021
Q3 		$14.9M Sell
38,105
-2,371
-6% -$982K 2.28% 13
2021
Q2 		$16.2M Sell
40,476
-2,940
-7% -$1.17M 2.38% 11
2021
Q1 		$16.2M Sell
43,416
-9
-0% -$3.12K 2.53% 12
2020
Q4 		$15.2M Buy
43,425
+17
+0% +$5.7K 2.51% 12
2020
Q3 		$13.5M Sell
43,408
-1,355
-3% -$416K 2.49% 11
2020
Q2 		$13.2M Sell
44,763
-66
-0.1% -$18.9K 2.49% 13
2020
Q1 		$11.2M Buy
44,829
+8,201
+22% +$2.26M 2.47% 13
2019
Q4 		$10.8M Sell
36,628
-125
-0.3% -$32.7K 1.85% 22
2019
Q3 		$7.99M Buy
36,753
+110
+0.3% +$26.5K 0.87% 48
2019
Q2 		$8.94M Sell
36,643
-357
-1% -$85.9K 0.93% 52
2019
Q1 		$9.15M Sell
37,000
-2,125
-5% -$542K 0.97% 51
2018
Q4 		$9.75M Sell
39,125
-47
-0.1% -$12.4K 1.16% 46
2018
Q3 		$10.4M Sell
39,172
-215
-0.5% -$55.9K 1.04% 48
2018
Q2 		$9.66M Sell
39,387
-15
-0% -$3.6K 1.01% 50
2018
Q1 		$8.43M Buy
39,402
+2,323
+6% +$531K 0.87% 55
2017
Q4 		$8.17M Sell
37,079
-20,810
-36% -$4.41M 0.81% 57
2017
Q3 		$11.3M Buy
57,889
+1,185
+2% +$229K 1.12% 51
2017
Q2 		$10.5M Buy
56,704
+20
+0% +$3.51K 1.11% 47
2017
Q1 		$9.3M Buy
56,684
+80
+0.1% +$13.1K 0.97% 52
2016
Q4 		$9.06M Buy
56,604
+121
+0.2% +$18.1K 0.96% 54
2016
Q3 		$7.91M Buy
56,483
+15
+0% +$2.1K 0.87% 56
2016
Q2 		$7.97M Buy
56,468
+875
+2% +$117K 0.61% 57
2016
Q1 		$7.17M Buy
55,593
+30
+0.1% +$3.55K 0.37% 58
2015
Q4 		$6.54M Buy
55,563
+535
+1% +$62.5K 0.49% 56
2015
Q3 		$6.38M Hold
55,028
– – 0.47% 58
2015
Q2 		$6.71M Buy
55,028
+53,150
+2,830% +$6.29M 0.44% 61
2015
Q1 		$222K Sell
1,878
-98,954
-98% -$11M 0.03% 61
2014
Q4 		$10.2M Sell
100,832
-18,768
-16% -$1.78M 0.86% 55
2014
Q3 		$10.3M Hold
119,600
– – 0.94% 56
2014
Q2 		$9.78M Hold
119,600
– – 0.99% 58
2014
Q1 		$9.81M Sell
119,600
-27,800
-19% -$2.09M 1.66% 32
2013
Q4 		$11.1M Hold
147,400
– – 2.3% 20
2013
Q3 		$10.6M Hold
147,400
– – 2.28% 22
2013
Q2 		$9.65M Buy
+147,400
New +$9.17M 2.1% 24

Other funds holding UNH

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
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
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Torray Investment Partners's UNH Position: Q2 2026 in Review

Torray Investment Partners opened a new position in UnitedHealth (UNH) in Q2 2026: 683 shares worth $284K. The stake represents 0.04% of the portfolio and ranks #83 among its holdings. This is a return to the name: Torray Investment Partners previously reported a position in UNH as recently as Q4 2025.

Torray Investment Partners first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.7M in Q3 2025. 1,642 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Torray Investment Partners held 683 shares of UnitedHealth worth $284K as of Q2 2026.
  • UnitedHealth was a new Torray Investment Partners position in Q2 2026.
  • UnitedHealth made up 0.04% of Torray Investment Partners's portfolio in Q2 2026, its #83 holding.
  • Torray Investment Partners first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
  • Torray Investment Partners's UnitedHealth position peaked at $19.7M in Q3 2025.
  • 1,642 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Torray Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.