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WhitTier Trust Company’s UnitedHealth UNH Stock Holding History

WhitTier Trust Company’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 		$13.8M Buy
32,198
+13,972
+77% +$5.18M 0.26% 86
2026
Q1 		$5.13M Sell
18,226
-168
-0.9% -$50K 0.11% 148
2025
Q4 		$6.42M Buy
18,394
+117
+0.6% +$39.6K 0.13% 133
2025
Q3 		$6.58M Sell
18,277
-2,158
-11% -$653K 0.14% 131
2025
Q2 		$6.37M Sell
20,435
-25,222
-55% -$9.64M 0.14% 135
2025
Q1 		$23.9M Buy
45,657
+569
+1% +$291K 0.6% 38
2024
Q4 		$22.8M Buy
45,088
+729
+2% +$414K 0.56% 40
2024
Q3 		$25.9M Buy
44,359
+141
+0.3% +$79.8K 0.67% 33
2024
Q2 		$22.5M Sell
44,218
-37
-0.1% -$18.1K 0.63% 37
2024
Q1 		$21.9M Buy
44,255
+1,158
+3% +$589K 0.63% 36
2023
Q4 		$22.7M Sell
43,097
-232
-0.5% -$124K 0.73% 29
2023
Q3 		$21.8M Sell
43,329
-427
-1% -$210K 0.77% 24
2023
Q2 		$21M Buy
43,756
+594
+1% +$290K 0.71% 29
2023
Q1 		$20.4M Buy
43,162
+1,096
+3% +$529K 0.75% 28
2022
Q4 		$22.3M Buy
42,066
+51
+0.1% +$27K 0.88% 23
2022
Q3 		$21.2M Buy
42,015
+206
+0.5% +$108K 0.9% 20
2022
Q2 		$21.5M Buy
41,809
+2,955
+8% +$1.48M 0.89% 20
2022
Q1 		$19.8M Buy
38,854
+3,298
+9% +$1.59M 0.72% 31
2021
Q4 		$17.9M Buy
35,556
+1,125
+3% +$509K 0.65% 34
2021
Q3 		$13.5M Buy
34,431
+593
+2% +$246K 0.55% 38
2021
Q2 		$13.6M Buy
33,838
+462
+1% +$184K 0.56% 40
2021
Q1 		$12.4M Buy
33,376
+931
+3% +$323K 0.56% 48
2020
Q4 		$11.4M Buy
32,445
+354
+1% +$119K 0.57% 43
2020
Q3 		$10M Buy
32,091
+235
+0.7% +$72.2K 0.58% 40
2020
Q2 		$9.39M Buy
31,856
+2,363
+8% +$677K 0.59% 41
2020
Q1 		$7.35M Buy
29,493
+1,997
+7% +$550K 0.57% 46
2019
Q4 		$8.08M Buy
27,496
+602
+2% +$157K 0.52% 55
2019
Q3 		$5.84M Buy
26,894
+381
+1% +$91.9K 0.41% 69
2019
Q2 		$6.47M Sell
26,513
-170
-0.6% -$40.9K 0.46% 60
2019
Q1 		$6.6M Buy
26,683
+224
+0.8% +$57.1K 0.49% 56
2018
Q4 		$6.59M Buy
26,459
+1,356
+5% +$358K 0.54% 51
2018
Q3 		$6.68M Buy
25,103
+70
+0.3% +$18.2K 0.49% 55
2018
Q2 		$6.14M Buy
25,033
+1,441
+6% +$346K 0.48% 58
2018
Q1 		$5.05M Buy
23,592
+923
+4% +$211K 0.41% 65
2017
Q4 		$5M Sell
22,669
-84
-0.4% -$17.8K 0.43% 68
2017
Q3 		$4.46M Sell
22,753
-52
-0.2% -$10K 0.41% 69
2017
Q2 		$4.23M Buy
22,805
+246
+1% +$43.1K 0.41% 71
2017
Q1 		$3.7M Sell
22,559
-1,116
-5% -$183K 0.37% 76
2016
Q4 		$3.79M Buy
23,675
+1,231
+5% +$184K 0.4% 75
2016
Q3 		$3.14M Sell
22,444
-234
-1% -$32.8K 0.36% 79
2016
Q2 		$3.2M Buy
22,678
+1,553
+7% +$207K 0.37% 74
2016
Q1 		$2.72M Sell
21,125
-104
-0.5% -$12.3K 0.32% 81
2015
Q4 		$2.5M Sell
21,229
-76
-0.4% -$8.88K 0.29% 82
2015
Q3 		$2.47M Sell
21,305
-191
-0.9% -$22.9K 0.3% 83
2015
Q2 		$2.62M Buy
21,496
+900
+4% +$106K 0.29% 85
2015
Q1 		$2.44M Buy
20,596
+634
+3% +$70.4K 0.27% 92
2014
Q4 		$2.02M Buy
19,962
+3
+0% +$284 0.23% 104
2014
Q3 		$1.72M Buy
19,959
+142
+0.7% +$12K 0.2% 114
2014
Q2 		$1.62M Buy
19,817
+37
+0.2% +$2.91K 0.18% 122
2014
Q1 		$1.62M Sell
19,780
-65
-0.3% -$4.89K 0.19% 117
2013
Q4 		$1.49M Buy
19,845
+51
+0.3% +$3.66K 0.18% 117
2013
Q3 		$1.42M Buy
19,794
+226
+1% +$16.2K 0.19% 113
2013
Q2 		$1.28M Buy
+19,568
New +$1.22M 0.18% 121

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WhitTier Trust Company's UNH Position: Q2 2026 in Review

WhitTier Trust Company increased its UnitedHealth (UNH) stake by 77% in Q2 2026, buying an estimated $5.18M and bringing the position to 32,198 shares worth $13.8M. The position accounts for 0.26% of the portfolio, ranked #86.

WhitTier Trust Company first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $25.9M in Q3 2024. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • WhitTier Trust Company held 32,198 shares of UnitedHealth worth $13.8M as of Q2 2026.
  • WhitTier Trust Company bought 13,972 UnitedHealth shares in Q2 2026, an estimated $5.18M.
  • UnitedHealth made up 0.26% of WhitTier Trust Company's portfolio in Q2 2026, its #86 holding.
  • WhitTier Trust Company first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
  • WhitTier Trust Company's UnitedHealth position peaked at $25.9M in Q3 2024.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.