Walker Asset Management’s UnitedHealth UNH Stock Holding History

Walker Asset Management’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	$229K	Buy	+551	New	+$204K	0.12%	137
2025 Q4	–	Sell	-602	Closed	-$208K	–	144
2025 Q3	$208K	Buy	+602	New	+$182K	0.12%	130
2025 Q2	–	Sell	-654	Closed	-$342K	–	148
2025 Q1	$342K	Buy	654 +28	+4%	+$14.3K	0.21%	79
2024 Q4	$317K	Sell	626 -192	-23%	-$109K	0.19%	92
2024 Q3	$478K	Buy	818 +2	+0.2%	+$1.13K	0.3%	56
2024 Q2	$415K	Buy	816 +3	+0.4%	+$1.47K	0.28%	64
2024 Q1	$402K	Sell	813 -697	-46%	-$354K	0.27%	67
2023 Q4	$795K	Buy	1,510 +4	+0.3%	+$2.13K	0.57%	33
2023 Q3	$759K	Buy	1,506 +6	+0.4%	+$2.95K	0.68%	31
2023 Q2	$721K	Buy	1,500 +5	+0.3%	+$2.44K	0.6%	33
2023 Q1	$706K	Buy	1,495 +5	+0.3%	+$2.41K	0.61%	34
2022 Q4	$790K	Buy	1,490 +36	+2%	+$19.1K	0.69%	30
2022 Q3	$734K	Buy	1,454 +4	+0.3%	+$2.1K	0.66%	30
2022 Q2	$745K	Buy	1,450 +4	+0.3%	+$2.01K	0.67%	31
2022 Q1	$737K	Buy	1,446 +4	+0.3%	+$1.93K	0.59%	33
2021 Q4	$724K	Buy	+1,442	New	+$653K	0.63%	28

Other funds holding UNH

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

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

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

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

Walker Asset Management's UNH Position: Q2 2026 in Review

Walker Asset Management opened a new position in UnitedHealth (UNH) in Q2 2026: 551 shares worth $229K. The stake represents 0.12% of the portfolio and ranks #137 among its holdings. This is a return to the name: Walker Asset Management previously reported a position in UNH as recently as Q3 2025.

Walker Asset Management first reported a position in UNH in Q4 2021 and has held it in 16 quarters since. The position peaked at $795K in Q4 2023. 1,635 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Walker Asset Management held 551 shares of UnitedHealth worth $229K as of Q2 2026.
UnitedHealth was a new Walker Asset Management position in Q2 2026.
UnitedHealth made up 0.12% of Walker Asset Management's portfolio in Q2 2026, its #137 holding.
Walker Asset Management first reported a position in UnitedHealth in Q4 2021 and has held it in 16 quarters since.
Walker Asset Management's UnitedHealth position peaked at $795K in Q4 2023.
1,635 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.