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Wilmington Savings Fund Society’s UnitedHealth UNH Stock Holding History

Wilmington Savings Fund 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 		$7.21M Buy
17,341
+57
+0.3% +$21.1K 0.16% 104
2026
Q1 		$4.68M Buy
17,284
+729
+4% +$217K 0.11% 144
2025
Q4 		$5.46M Sell
16,555
-336
-2% -$114K 0.13% 130
2025
Q3 		$5.83M Sell
16,891
-9,722
-37% -$2.94M 0.14% 122
2025
Q2 		$8.3M Sell
26,613
-2,542
-9% -$972K 0.15% 121
2025
Q1 		$15.3M Sell
29,155
-2,013
-6% -$1.03M 0.29% 76
2024
Q4 		$15.8M Buy
31,168
+2,282
+8% +$1.3M 0.28% 74
2024
Q3 		$16.9M Buy
28,886
+19,566
+210% +$11.1M 0.3% 68
2024
Q2 		$4.75M Buy
9,320
+98
+1% +$48K 0.18% 112
2024
Q1 		$4.56M Buy
+9,222
New +$4.69M 0.18% 118
2023
Q3 		$4.67M Sell
9,269
-42
-0.5% -$20.7K 0.21% 109
2023
Q2 		$4.47M Sell
9,311
-170
-2% -$83.1K 0.19% 118
2023
Q1 		$4.48M Sell
9,481
-264
-3% -$127K 0.2% 114
2022
Q4 		$5.17M Sell
9,745
-727
-7% -$385K 0.23% 106
2022
Q3 		$5.29M Sell
10,472
-297
-3% -$156K 0.26% 97
2022
Q2 		$5.53M Buy
10,769
+77
+0.7% +$38.7K 0.25% 101
2022
Q1 		$5.45M Sell
10,692
-691
-6% -$333K 0.21% 109
2021
Q4 		$5.72M Sell
11,383
-1,084
-9% -$491K 0.21% 108
2021
Q3 		$4.87M Sell
12,467
-482
-4% -$200K 0.19% 113
2021
Q2 		$5.19M Buy
12,949
+634
+5% +$253K 0.2% 115
2021
Q1 		$4.58M Buy
12,315
+78
+0.6% +$27K 0.18% 118
2020
Q4 		$4.29M Sell
12,237
-1,769
-13% -$593K 0.18% 117
2020
Q3 		$4.37M Buy
14,006
+699
+5% +$215K 0.2% 113
2020
Q2 		$3.92M Sell
13,307
-486
-4% -$139K 0.19% 123
2020
Q1 		$3.44M Buy
13,793
+5,758
+72% +$1.58M 0.2% 118
2019
Q4 		$2.36M Buy
8,035
+614
+8% +$161K 0.12% 142
2019
Q3 		$1.61M Buy
7,421
+366
+5% +$88.3K 0.09% 156
2019
Q2 		$1.72M Sell
7,055
-3,744
-35% -$901K 0.09% 153
2019
Q1 		$2.67M Buy
10,799
+87
+0.8% +$22.2K 0.15% 143
2018
Q4 		$2.67M Buy
10,712
+730
+7% +$193K 0.16% 137
2018
Q3 		$2.66M Sell
9,982
-79
-0.8% -$20.5K 0.14% 145
2018
Q2 		$2.47M Buy
10,061
+2,235
+29% +$537K 0.14% 149
2018
Q1 		$1.68M Sell
7,826
-868
-10% -$198K 0.1% 166
2017
Q4 		$1.92M Buy
8,694
+370
+4% +$78.4K 0.1% 163
2017
Q3 		$1.63M Buy
8,324
+440
+6% +$85K 0.09% 178
2017
Q2 		$1.46M Buy
7,884
+209
+3% +$36.6K 0.09% 185
2017
Q1 		$1.26M Sell
7,675
-72
-0.9% -$11.8K 0.08% 186
2016
Q4 		$1.24M Sell
7,747
-562
-7% -$83.9K 0.08% 193
2016
Q3 		$1.16M Sell
8,309
-1,957
-19% -$274K 0.07% 194
2016
Q2 		$1.45M Sell
10,266
-1,136
-10% -$151K 0.09% 185
2016
Q1 		$1.47M Sell
11,402
-755
-6% -$89.3K 0.09% 184
2015
Q4 		$1.43M Sell
12,157
-145
-1% -$16.9K 0.09% 187
2015
Q3 		$1.43M Sell
12,302
-1,215
-9% -$145K 0.09% 185
2015
Q2 		$1.65M Buy
13,517
+446
+3% +$52.8K 0.1% 185
2015
Q1 		$1.55M Buy
13,071
+310
+2% +$34.4K 0.09% 188
2014
Q4 		$1.29M Sell
12,761
-100
-0.8% -$9.48K 0.07% 197
2014
Q3 		$1.11M Hold
12,861
– – 0.06% 217
2014
Q2 		$1.05M Hold
12,861
– – 0.06% 226
2014
Q1 		$1.05M Buy
12,861
+175
+1% +$13.2K 0.06% 225
2013
Q4 		$956K Sell
12,686
-70
-0.5% -$5.03K 0.05% 235
2013
Q3 		$913K Sell
12,756
-50
-0.4% -$3.58K 0.06% 229
2013
Q2 		$839K Buy
+12,806
New +$797K 0.05% 235

Other funds holding UNH

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
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wilmington Savings Fund Society's UNH Position: Q2 2026 in Review

Wilmington Savings Fund Society increased its UnitedHealth (UNH) stake by 0.33% in Q2 2026, buying an estimated $21.1K and bringing the position to 17,341 shares worth $7.21M. The position accounts for 0.16% of the portfolio, ranked #104.

Wilmington Savings Fund Society first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.9M in Q3 2024. 1,305 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Wilmington Savings Fund Society held 17,341 shares of UnitedHealth worth $7.21M as of Q2 2026.
  • Wilmington Savings Fund Society bought 57 UnitedHealth shares in Q2 2026, an estimated $21.1K.
  • UnitedHealth made up 0.16% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #104 holding.
  • Wilmington Savings Fund Society first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
  • Wilmington Savings Fund Society's UnitedHealth position peaked at $16.9M in Q3 2024.
  • 1,305 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.