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Valley Brook Capital Group’s UnitedHealth UNH Stock Holding History

Valley Brook Capital 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 		$234K Buy
+562
New +$208K 0.13% 105
2025
Q2 		– Sell
-6,272
Closed -$3.29M – 116
2025
Q1 		$3.29M Sell
6,272
-816
-12% -$417K 2.58% 7
2024
Q4 		$3.59M Sell
7,088
-61
-0.9% -$34.7K 2.68% 8
2024
Q3 		$4.18M Sell
7,149
-135
-2% -$76.4K 3% 5
2024
Q2 		$3.71M Buy
7,284
+365
+5% +$179K 2.89% 6
2024
Q1 		$3.42M Buy
6,919
+248
+4% +$126K 2.74% 7
2023
Q4 		$3.51M Buy
6,671
+30
+0.5% +$16K 3.06% 6
2023
Q3 		$3.35M Buy
6,641
+106
+2% +$52.2K 3.31% 5
2023
Q2 		$3.14M Sell
6,535
-385
-6% -$188K 2.9% 4
2023
Q1 		$3.27M Sell
6,920
-171
-2% -$82.5K 3.02% 5
2022
Q4 		$3.76M Buy
7,091
+11
+0.2% +$5.83K 3.6% 5
2022
Q3 		$3.58M Buy
7,080
+1
+0% +$526 3.9% 4
2022
Q2 		$3.64M Buy
7,079
+25
+0.4% +$12.6K 3.75% 4
2022
Q1 		$3.6M Buy
7,054
+91
+1% +$43.9K 3.11% 6
2021
Q4 		$3.5M Hold
6,963
– – 3.02% 4
2021
Q3 		$2.72M Sell
6,963
-39
-0.6% -$16.2K 2.69% 6
2021
Q2 		$2.8M Buy
7,002
+43
+0.6% +$17.1K 2.67% 6
2021
Q1 		$2.59M Buy
6,959
+8
+0.1% +$2.77K 2.34% 5
2020
Q4 		$2.44M Buy
+6,951
New +$2.33M 2.41% 5

Other funds holding UNH

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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 22.96% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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

Valley Brook Capital Group's UNH Position: Q2 2026 in Review

Valley Brook Capital Group opened a new position in UnitedHealth (UNH) in Q2 2026: 562 shares worth $234K. The stake represents 0.13% of the portfolio and ranks #105 among its holdings. This is a return to the name: Valley Brook Capital Group previously reported a position in UNH as recently as Q1 2025.

Valley Brook Capital Group first reported a position in UNH in Q4 2020 and has held it in 19 quarters since. The position peaked at $4.18M in Q3 2024. 1,979 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Valley Brook Capital Group held 562 shares of UnitedHealth worth $234K as of Q2 2026.
  • UnitedHealth was a new Valley Brook Capital Group position in Q2 2026.
  • UnitedHealth made up 0.13% of Valley Brook Capital Group's portfolio in Q2 2026, its #105 holding.
  • Valley Brook Capital Group first reported a position in UnitedHealth in Q4 2020 and has held it in 19 quarters since.
  • Valley Brook Capital Group's UnitedHealth position peaked at $4.18M in Q3 2024.
  • 1,979 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.