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Winthrop Advisory Group’s UnitedHealth UNH Stock Holding History

Winthrop Advisory Group’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 		$626K Buy
1,507
+18
+1% +$6.67K 0.04% 109
2026
Q1 		$403K Buy
1,489
+167
+13% +$49.7K 0.03% 119
2025
Q4 		$437K Sell
1,322
-131
-9% -$44.4K 0.04% 114
2025
Q3 		$502K Sell
1,453
-92
-6% -$27.8K 0.04% 105
2025
Q2 		$482K Buy
1,545
+359
+30% +$137K 0.05% 104
2025
Q1 		$621K Sell
1,186
-115
-9% -$58.8K 0.07% 76
2024
Q4 		$658K Buy
1,301
+31
+2% +$17.6K 0.08% 80
2024
Q3 		$742K Sell
1,270
-54
-4% -$30.5K 0.09% 70
2024
Q2 		$674K Buy
1,324
+75
+6% +$36.8K 0.09% 66
2024
Q1 		$618K Sell
1,249
-13
-1% -$6.61K 0.09% 70
2023
Q4 		$664K Buy
1,262
+142
+13% +$75.7K 0.1% 65
2023
Q3 		$565K Buy
1,120
+1
+0.1% +$492 0.09% 63
2023
Q2 		$538K Buy
1,119
+181
+19% +$88.5K 0.09% 70
2023
Q1 		$443K Buy
938
+14
+2% +$6.76K 0.08% 74
2022
Q4 		$490K Sell
924
-14
-1% -$7.42K 0.09% 69
2022
Q3 		$474K Sell
938
-9
-1% -$4.73K 0.1% 61
2022
Q2 		$486K Sell
947
-6
-0.6% -$3.01K 0.11% 60
2022
Q1 		$486K Buy
953
+16
+2% +$7.72K 0.1% 72
2021
Q4 		$471K Buy
937
+140
+18% +$63.4K 0.09% 72
2021
Q3 		$311K Sell
797
-212
-21% -$87.8K 0.07% 97
2021
Q2 		$404K Sell
1,009
-254
-20% -$101K 0.09% 77
2021
Q1 		$470K Buy
1,263
+108
+9% +$37.4K 0.12% 62
2020
Q4 		$405K Buy
1,155
+292
+34% +$97.9K 0.11% 72
2020
Q3 		$269K Sell
863
-4
-0.5% -$1.23K 0.08% 92
2020
Q2 		$258K Buy
867
+1
+0.1% +$287 0.09% 73
2020
Q1 		$216K Sell
866
-122
-12% -$33.6K 0.09% 77
2019
Q4 		$290K Buy
+988
New +$258K 0.1% 83
2019
Q3 		– Sell
-919
Closed -$224K – 97
2019
Q2 		$224K Buy
+919
New +$221K 0.09% 81

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Winthrop Advisory Group's UNH Position: Q2 2026 in Review

Winthrop Advisory Group increased its UnitedHealth (UNH) stake by 1.2% in Q2 2026, buying an estimated $6.67K and bringing the position to 1,507 shares worth $626K. The position accounts for 0.04% of the portfolio, ranked #109.

Winthrop Advisory Group first reported a position in UNH in Q2 2019 and has held it in 28 quarters since. The position peaked at $742K in Q3 2024. 642 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Winthrop Advisory Group held 1,507 shares of UnitedHealth worth $626K as of Q2 2026.
  • Winthrop Advisory Group bought 18 UnitedHealth shares in Q2 2026, an estimated $6.67K.
  • UnitedHealth made up 0.04% of Winthrop Advisory Group's portfolio in Q2 2026, its #109 holding.
  • Winthrop Advisory Group first reported a position in UnitedHealth in Q2 2019 and has held it in 28 quarters since.
  • Winthrop Advisory Group's UnitedHealth position peaked at $742K in Q3 2024.
  • 642 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.