Union Savings Bank’s UnitedHealth UNH Stock Holding History

Union Savings 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	$268K	Buy	645 +38	+6%	+$14.1K	0.11%	106
2026 Q1	$164K	Buy	607 +158	+35%	+$47.1K	0.07%	136
2025 Q4	$148K	Buy	+449	New	+$152K	0.06%	148
2025 Q2	$117K	Sell	467 -180	-28%	-$68.8K	0.05%	164
2025 Q1	$339K	Hold	647	–	–	0.17%	100
2024 Q4	$327K	Hold	647	–	–	0.16%	102
2024 Q3	$378K	Buy	647 +21	+3%	+$11.9K	0.19%	98
2024 Q2	$319K	Buy	626 +38	+6%	+$18.6K	0.17%	102
2024 Q1	$291K	Hold	588	–	–	0.15%	106
2023 Q4	$310K	Buy	588 +57	+11%	+$30.4K	0.18%	108
2023 Q3	$268K	Buy	531 +80	+18%	+$39.4K	0.17%	110
2023 Q2	$228K	Buy	+451	New	+$221K	0.14%	118

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Union Savings Bank's UNH Position: Q2 2026 in Review

Union Savings Bank increased its UnitedHealth (UNH) stake by 6.3% in Q2 2026, buying an estimated $14.1K and bringing the position to 645 shares worth $268K. The position accounts for 0.11% of the portfolio, ranked #106.

Union Savings Bank first reported a position in UNH in Q2 2023 and has held it in 12 quarters since. The position peaked at $378K in Q3 2024. 1,728 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Union Savings Bank held 645 shares of UnitedHealth worth $268K as of Q2 2026.
Union Savings Bank bought 38 UnitedHealth shares in Q2 2026, an estimated $14.1K.
UnitedHealth made up 0.11% of Union Savings Bank's portfolio in Q2 2026, its #106 holding.
Union Savings Bank first reported a position in UnitedHealth in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's UnitedHealth position peaked at $378K in Q3 2024.
1,728 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.