Wesleyan Assurance Society’s UnitedHealth UNH Stock Holding History

Wesleyan Assurance Society’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	$25.7M	Hold	61,795	–	–	1.3%	18
2026 Q1	$16.7M	Buy	61,795 +400	+0.7%	+$119K	0.99%	28
2025 Q4	$20.3M	Buy	61,395 +100	+0.2%	+$33.9K	1.17%	22
2025 Q3	$21.2M	Sell	61,295 -260	-0.4%	-$78.6K	1.27%	19
2025 Q2	$19.2M	Hold	61,555	–	–	1.24%	23
2025 Q1	$32.2M	Buy	61,555 +10,180	+20%	+$5.2M	2.4%	11
2024 Q4	$26M	Buy	51,375 +11,550	+29%	+$6.56M	1.99%	10
2024 Q3	$23.3M	Hold	39,825	–	–	1.84%	14
2024 Q2	$20.3M	Buy	39,825 +7,750	+24%	+$3.8M	1.76%	13
2024 Q1	$15.9M	Buy	32,075 +18,975	+145%	+$9.65M	1.4%	18
2023 Q4	$6.9M	Hold	13,100	–	–	0.68%	44
2023 Q3	$6.61M	Hold	13,100	–	–	0.73%	44
2023 Q2	$6.29M	Buy	+13,100	New	+$6.41M	0.67%	45

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wesleyan Assurance Society's UNH Position: Q2 2026 in Review

Wesleyan Assurance Society held its UnitedHealth (UNH) position steady in Q2 2026 at 61,795 shares worth $25.7M. The position accounts for 1.3% of the portfolio, ranked #18.

Wesleyan Assurance Society first reported a position in UNH in Q2 2023 and has held it in 13 quarters since. The position peaked at $32.2M in Q1 2025. 3,229 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Wesleyan Assurance Society held 61,795 shares of UnitedHealth worth $25.7M as of Q2 2026.
Wesleyan Assurance Society left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 1.3% of Wesleyan Assurance Society's portfolio in Q2 2026, its #18 holding.
Wesleyan Assurance Society first reported a position in UnitedHealth in Q2 2023 and has held it in 13 quarters since.
Wesleyan Assurance Society's UnitedHealth position peaked at $32.2M in Q1 2025.
3,229 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wesleyan Assurance Society's 13F filing for Q2 2026, filed 28 Jul 2026.