William B. Walkup & Associates’s UnitedHealth UNH Stock Holding History

William B. Walkup & Associates’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	$4.32M	Buy	10,383 +121	+1%	+$44.8K	2.08%	13
2026 Q1	$5.37M	Sell	10,262 -59	-0.6%	-$17.6K	3.21%	8
2025 Q4	$3.41M	Sell	10,321 -64	-0.6%	-$21.7K	1.87%	15
2025 Q3	$3.59M	Buy	10,385 +5	+0%	+$1.51K	1.92%	13
2025 Q2	$3.24M	Buy	10,380 +118	+1%	+$45.1K	1.91%	14
2025 Q1	$5.37M	Buy	10,262 +1	+0%	+$511	3.28%	8
2024 Q4	$5.19M	Buy	10,261 +11	+0.1%	+$6.25K	3.29%	7
2024 Q3	$5.99M	Sell	10,250 -6	-0.1%	-$3.39K	3.71%	5
2024 Q2	$5.22M	Buy	+10,256	New	+$5.03M	3.42%	5

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

William B. Walkup & Associates's UNH Position: Q2 2026 in Review

William B. Walkup & Associates increased its UnitedHealth (UNH) stake by 1.2% in Q2 2026, buying an estimated $44.8K and bringing the position to 10,383 shares worth $4.32M. The position accounts for 2.08% of the portfolio, ranked #13.

William B. Walkup & Associates first reported a position in UNH in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.99M in Q3 2024. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

William B. Walkup & Associates held 10,383 shares of UnitedHealth worth $4.32M as of Q2 2026.
William B. Walkup & Associates bought 121 UnitedHealth shares in Q2 2026, an estimated $44.8K.
UnitedHealth made up 2.08% of William B. Walkup & Associates's portfolio in Q2 2026, its #13 holding.
William B. Walkup & Associates first reported a position in UnitedHealth in Q2 2024 and has held it in 9 quarters since.
William B. Walkup & Associates's UnitedHealth position peaked at $5.99M in Q3 2024.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.