WIC
UNH icon

Woodmont Investment Counsel’s UnitedHealth UNH Stock Holding History

Woodmont Investment Counsel’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 		$4.42M Sell
10,631
-1,187
-10% -$440K 0.24% 73
2026
Q1 		$3.2M Buy
11,818
+2,704
+30% +$805K 0.2% 81
2025
Q4 		$3.01M Sell
9,114
-242
-3% -$82K 0.19% 82
2025
Q3 		$3.23M Sell
9,356
-11,012
-54% -$3.33M 0.21% 78
2025
Q2 		$6.35M Buy
20,368
+1,760
+9% +$673K 0.42% 49
2025
Q1 		$9.75M Buy
18,608
+507
+3% +$259K 0.7% 32
2024
Q4 		$9.16M Sell
18,101
-2,791
-13% -$1.59M 0.68% 35
2024
Q3 		$12.2M Sell
20,892
-922
-4% -$521K 0.92% 28
2024
Q2 		$11.1M Buy
21,814
+886
+4% +$434K 0.91% 28
2024
Q1 		$10.4M Buy
20,928
+1,404
+7% +$714K 0.87% 29
2023
Q4 		$10.3M Buy
19,524
+363
+2% +$194K 0.96% 28
2023
Q3 		$9.66M Buy
19,161
+1,036
+6% +$510K 1.02% 29
2023
Q2 		$8.71M Buy
18,125
+839
+5% +$410K 0.9% 32
2023
Q1 		$8.17M Buy
17,286
+1,096
+7% +$529K 0.87% 32
2022
Q4 		$8.58M Buy
16,190
+36
+0.2% +$19.1K 0.97% 28
2022
Q3 		$8.16M Buy
16,154
+430
+3% +$226K 1.02% 28
2022
Q2 		$8.08M Buy
15,724
+244
+2% +$123K 1% 24
2022
Q1 		$7.89M Buy
15,480
+557
+4% +$269K 0.91% 28
2021
Q4 		$7.49M Buy
14,923
+1,338
+10% +$606K 0.96% 28
2021
Q3 		$5.31M Buy
13,585
+3,105
+30% +$1.29M 0.77% 36
2021
Q2 		$4.2M Sell
10,480
-126
-1% -$50.2K 0.66% 43
2021
Q1 		$3.95M Buy
10,606
+57
+0.5% +$19.8K 0.67% 43
2020
Q4 		$3.7M Buy
10,549
+124
+1% +$41.6K 0.69% 42
2020
Q3 		$3.25M Sell
10,425
-492
-5% -$151K 0.7% 41
2020
Q2 		$3.22M Sell
10,917
-407
-4% -$117K 0.77% 38
2020
Q1 		$2.82M Buy
11,324
+243
+2% +$66.9K 0.78% 38
2019
Q4 		$3.26M Sell
11,081
-667
-6% -$175K 0.74% 40
2019
Q3 		$2.55M Buy
11,748
+402
+4% +$97K 0.62% 44
2019
Q2 		$2.77M Sell
11,346
-206
-2% -$49.5K 0.69% 42
2019
Q1 		$2.86M Sell
11,552
-625
-5% -$159K 0.74% 41
2018
Q4 		$3.03M Sell
12,177
-270
-2% -$71.3K 0.85% 36
2018
Q3 		$3.31M Sell
12,447
-450
-3% -$117K 0.9% 35
2018
Q2 		$3.16M Sell
12,897
-322
-2% -$77.3K 0.87% 34
2018
Q1 		$2.83M Sell
13,219
-1,289
-9% -$294K 0.78% 39
2017
Q4 		$3.2M Sell
14,508
-688
-5% -$146K 0.82% 39
2017
Q3 		$2.98M Sell
15,196
-1,203
-7% -$232K 0.81% 39
2017
Q2 		$3.04M Sell
16,399
-1,160
-7% -$203K 0.86% 35
2017
Q1 		$2.58M Sell
17,559
-600
-3% -$98.3K 0.75% 42
2016
Q4 		$2.91M Sell
18,159
-734
-4% -$110K 0.84% 36
2016
Q3 		$2.65M Sell
18,893
-650
-3% -$91K 0.76% 39
2016
Q2 		$2.76M Sell
19,543
-3,022
-13% -$403K 0.83% 34
2016
Q1 		$2.91M Buy
22,565
+900
+4% +$106K 0.88% 32
2015
Q4 		$2.79M Sell
21,665
-2,075
-9% -$243K 0.82% 38
2015
Q3 		$2.75M Sell
23,740
-1,525
-6% -$183K 0.84% 34
2015
Q2 		$3.08M Sell
25,265
-800
-3% -$94.6K 0.89% 33
2015
Q1 		$3.08M Sell
26,065
-845
-3% -$93.8K 0.95% 35
2014
Q4 		$2.72M Sell
26,910
-3,705
-12% -$351K 0.84% 39
2014
Q3 		$2.64M Sell
30,615
-1,812
-6% -$153K 0.76% 39
2014
Q2 		$2.65M Sell
32,427
-1,175
-3% -$92.4K 0.75% 40
2014
Q1 		$2.75M Sell
33,602
-4,598
-12% -$346K 0.8% 37
2013
Q4 		$2.88M Buy
38,200
+3,500
+10% +$251K 0.86% 38
2013
Q3 		$2.48M Sell
34,700
-540
-2% -$38.6K 0.91% 35
2013
Q2 		$2.31M Buy
+35,240
New +$2.19M 0.77% 38

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Woodmont Investment Counsel's UNH Position: Q2 2026 in Review

Woodmont Investment Counsel reduced its UnitedHealth (UNH) stake by 10% in Q2 2026, selling an estimated $440K and leaving 10,631 shares worth $4.42M. The position accounts for 0.24% of the portfolio, ranked #73.

Woodmont Investment Counsel first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.2M in Q3 2024. 1,816 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Woodmont Investment Counsel held 10,631 shares of UnitedHealth worth $4.42M as of Q2 2026.
  • Woodmont Investment Counsel sold 1,187 UnitedHealth shares in Q2 2026, an estimated $440K.
  • UnitedHealth made up 0.24% of Woodmont Investment Counsel's portfolio in Q2 2026, its #73 holding.
  • Woodmont Investment Counsel first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
  • Woodmont Investment Counsel's UnitedHealth position peaked at $12.2M in Q3 2024.
  • 1,816 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.