Van Strum & Towne’s UnitedHealth UNH Stock Holding History

Van Strum & Towne’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 Q1	$256K	Hold	945	–	–	0.07%	102
2025 Q4	$312K	Hold	945	–	–	0.09%	100
2025 Q3	$326K	Hold	945	–	–	0.1%	96
2025 Q2	$295K	Hold	945	–	–	0.09%	94
2025 Q1	$495K	Hold	945	–	–	0.17%	72
2024 Q4	$478K	Hold	945	–	–	0.17%	68
2024 Q3	$553K	Hold	945	–	–	0.19%	62
2024 Q2	$481K	Hold	945	–	–	0.17%	65
2024 Q1	$467K	Hold	945	–	–	0.17%	64
2023 Q4	$498K	Hold	945	–	–	0.2%	62
2023 Q3	$476K	Hold	945	–	–	0.2%	57
2023 Q2	$454K	Hold	945	–	–	0.19%	60
2023 Q1	$447K	Hold	945	–	–	0.19%	59
2022 Q4	$501K	Hold	945	–	–	0.22%	57
2022 Q3	$477K	Hold	945	–	–	0.22%	58
2022 Q2	$485K	Hold	945	–	–	0.21%	59
2022 Q1	$482K	Hold	945	–	–	0.18%	61
2021 Q4	$475K	Hold	945	–	–	0.17%	68
2021 Q3	$369K	Hold	945	–	–	0.15%	78
2021 Q2	$378K	Hold	945	–	–	0.18%	70
2021 Q1	$352K	Sell	945 -10	-1%	-$3.46K	0.18%	69
2020 Q4	$335K	Hold	955	–	–	0.19%	68
2020 Q3	$298K	Hold	955	–	–	0.19%	63
2020 Q2	$282K	Sell	955 -40	-4%	-$11.5K	0.2%	61
2020 Q1	$248K	Sell	995 -235	-19%	-$64.7K	0.2%	56
2019 Q4	$362K	Hold	1,230	–	–	0.22%	54
2019 Q3	$267K	Buy	1,230 +55	+5%	+$13.3K	0.18%	62
2019 Q2	$287K	Hold	1,175	–	–	0.2%	61
2019 Q1	$291K	Hold	1,175	–	–	0.22%	61
2018 Q4	$293K	Sell	1,175 -150	-11%	-$39.6K	0.25%	58
2018 Q3	$353K	Hold	1,325	–	–	0.23%	56
2018 Q2	$325K	Hold	1,325	–	–	0.22%	54
2018 Q1	$284K	Hold	1,325	–	–	0.2%	61
2017 Q4	$292K	Hold	1,325	–	–	0.19%	59
2017 Q3	$260K	Hold	1,325	–	–	0.17%	61
2017 Q2	$246K	Hold	1,325	–	–	0.16%	64
2017 Q1	$217K	Hold	1,325	–	–	0.14%	68
2016 Q4	$212K	Buy	+1,325	New	+$198K	0.13%	78
2015 Q4	–	Sell	-1,985	Closed	-$230K	–	75
2015 Q3	$230K	Hold	1,985	–	–	0.16%	62
2015 Q2	$242K	Hold	1,985	–	–	0.15%	63
2015 Q1	$235K	Hold	1,985	–	–	0.15%	62
2014 Q4	$201K	Buy	+1,985	New	+$188K	0.12%	71

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Van Strum & Towne's UNH Position: Q1 2026 in Review

Van Strum & Towne held its UnitedHealth (UNH) position steady in Q1 2026 at 945 shares worth $256K. The position accounts for 0.07% of the portfolio, ranked #102.

Van Strum & Towne first reported a position in UNH in Q4 2014 and has held it in 42 quarters since. The position peaked at $553K in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Van Strum & Towne held 945 shares of UnitedHealth worth $256K as of Q1 2026.
Van Strum & Towne left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.07% of Van Strum & Towne's portfolio in Q1 2026, its #102 holding.
Van Strum & Towne first reported a position in UnitedHealth in Q4 2014 and has held it in 42 quarters since.
Van Strum & Towne's UnitedHealth position peaked at $553K in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Van Strum & Towne's 13F filing for Q1 2026, filed 7 May 2026.