UB
UNH icon

Umpqua Bank’s UnitedHealth UNH Stock Holding History

Umpqua Bank’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 		$249K Buy
+600
New +$222K 0.06% 152
2025
Q4 		– Sell
-1,005
Closed -$363K – 161
2025
Q3 		$363K Hold
1,005
– – 0.1% 128
2025
Q2 		$309K Sell
1,005
-5,371
-84% -$2.05M 0.09% 139
2025
Q1 		$3.34M Buy
6,376
+474
+8% +$242K 1.15% 20
2024
Q4 		$3.21M Buy
5,902
+461
+8% +$262K 1.11% 20
2024
Q3 		$3.18M Buy
5,441
+29
+0.5% +$16.4K 1.16% 19
2024
Q2 		$2.76M Buy
5,412
+184
+4% +$90.2K 1.07% 20
2024
Q1 		$2.59M Buy
+5,228
New +$2.66M 1.06% 25

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Umpqua Bank's UNH Position: Q2 2026 in Review

Umpqua Bank opened a new position in UnitedHealth (UNH) in Q2 2026: 600 shares worth $249K. The stake represents 0.06% of the portfolio and ranks #152 among its holdings. This is a return to the name: Umpqua Bank previously reported a position in UNH as recently as Q3 2025.

Umpqua Bank first reported a position in UNH in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.34M in Q1 2025. 3,331 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Umpqua Bank held 600 shares of UnitedHealth worth $249K as of Q2 2026.
  • UnitedHealth was a new Umpqua Bank position in Q2 2026.
  • UnitedHealth made up 0.06% of Umpqua Bank's portfolio in Q2 2026, its #152 holding.
  • Umpqua Bank first reported a position in UnitedHealth in Q1 2024 and has held it in 8 quarters since.
  • Umpqua Bank's UnitedHealth position peaked at $3.34M in Q1 2025.
  • 3,331 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.