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YHB Investment Advisors’s UnitedHealth UNH Stock Holding History

YHB Investment Advisors’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 		$4.84M Sell
11,642
-5,767
-33% -$2.14M 0.31% 81
2026
Q1 		$4.71M Sell
17,409
-831
-5% -$247K 0.34% 78
2025
Q4 		$6.02M Sell
18,240
-815
-4% -$276K 0.42% 65
2025
Q3 		$6.58M Sell
19,055
-10,550
-36% -$3.19M 0.48% 56
2025
Q2 		$9.24M Sell
29,605
-94
-0.3% -$35.9K 0.71% 36
2025
Q1 		$15.6M Sell
29,699
-1,303
-4% -$666K 1.3% 17
2024
Q4 		$15.7M Buy
31,002
+178
+0.6% +$101K 1.29% 17
2024
Q3 		$18M Buy
30,824
+203
+0.7% +$115K 1.49% 15
2024
Q2 		$15.6M Buy
30,621
+1,322
+5% +$648K 1.34% 17
2024
Q1 		$14.5M Sell
29,299
-1,972
-6% -$1M 1.29% 18
2023
Q4 		$16.5M Sell
31,271
-3,743
-11% -$2M 1.59% 13
2023
Q3 		$17.7M Buy
35,014
+19
+0.1% +$9.35K 1.63% 12
2023
Q2 		$16.8M Buy
34,995
+534
+2% +$261K 1.57% 13
2023
Q1 		$16.3M Buy
34,461
+2,425
+8% +$1.17M 1.63% 12
2022
Q4 		$17M Sell
32,036
-2,117
-6% -$1.12M 1.81% 11
2022
Q3 		$17.2M Sell
34,153
-38
-0.1% -$20K 1.92% 10
2022
Q2 		$17.6M Buy
34,191
+44
+0.1% +$22.1K 1.85% 11
2022
Q1 		$17.4M Sell
34,147
-1,639
-5% -$790K 1.54% 11
2021
Q4 		$18M Buy
35,786
+712
+2% +$322K 1.42% 14
2021
Q3 		$13.7M Buy
35,074
+117
+0.3% +$48.5K 1.18% 19
2021
Q2 		$14M Sell
34,957
-433
-1% -$173K 1.19% 18
2021
Q1 		$13.8M Sell
35,390
-71
-0.2% -$24.6K 1.2% 19
2020
Q4 		$12.4M Buy
35,461
+412
+1% +$138K 1.18% 20
2020
Q3 		$10.9M Buy
35,049
+11,079
+46% +$3.4M 1.19% 22
2020
Q2 		$7.07M Sell
23,970
-488
-2% -$140K 1.02% 29
2020
Q1 		$6.1M Buy
24,458
+1,143
+5% +$315K 1.05% 31
2019
Q4 		$6.85M Sell
23,315
-911
-4% -$238K 0.98% 34
2019
Q3 		$5.26M Buy
24,226
+1,028
+4% +$248K 0.8% 41
2019
Q2 		$5.66M Sell
23,198
-2,517
-10% -$605K 0.9% 37
2019
Q1 		$6.36M Buy
25,715
+442
+2% +$113K 1% 34
2018
Q4 		$6.3M Sell
25,273
-13,933
-36% -$3.68M 1.12% 29
2018
Q3 		$10.4M Buy
39,206
+2,105
+6% +$548K 1.57% 16
2018
Q2 		$9.1M Buy
37,101
+482
+1% +$116K 1.49% 17
2018
Q1 		$7.84M Sell
36,619
-1,222
-3% -$279K 1.33% 20
2017
Q4 		$8.34M Buy
37,841
+355
+0.9% +$75.2K 1.42% 20
2017
Q3 		$7.34M Buy
37,486
+15,578
+71% +$3.01M 1.31% 23
2017
Q2 		$4.06M Sell
21,908
-15,642
-42% -$2.74M 0.7% 41
2017
Q1 		$6.57M Sell
37,550
-682
-2% -$112K 1.26% 23
2016
Q4 		$6.12M Buy
38,232
+18,265
+91% +$2.73M 1.27% 24
2016
Q3 		$2.79M Sell
19,967
-20,063
-50% -$2.81M 0.67% 51
2016
Q2 		$5.65M Buy
40,030
+24,715
+161% +$3.3M 1.24% 28
2016
Q1 		$1.97M Sell
15,315
-26,035
-63% -$3.08M 0.53% 60
2015
Q4 		$4.86M Buy
41,350
+570
+1% +$66.6K 1.1% 32
2015
Q3 		$4.73M Sell
40,780
-3,250
-7% -$389K 1.12% 29
2015
Q2 		$5.37M Sell
44,030
-3,575
-8% -$423K 1.17% 26
2015
Q1 		$5.63M Sell
47,605
-1,175
-2% -$130K 1.26% 23
2014
Q4 		$4.93M Buy
48,780
+25
+0.1% +$2.37K 1.13% 27
2014
Q3 		$4.21M Buy
48,755
+200
+0.4% +$16.9K 1.01% 31
2014
Q2 		$3.97M Buy
48,555
+573
+1% +$45.1K 0.96% 37
2014
Q1 		$3.93M Buy
47,982
+2,450
+5% +$184K 1% 35
2013
Q4 		$3.43M Buy
45,532
+800
+2% +$57.5K 0.92% 41
2013
Q3 		$3.2M Sell
44,732
-275
-0.6% -$19.7K 0.95% 39
2013
Q2 		$2.95M Buy
+45,007
New +$2.8M 0.92% 41

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
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
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

YHB Investment Advisors's UNH Position: Q2 2026 in Review

YHB Investment Advisors reduced its UnitedHealth (UNH) stake by 33% in Q2 2026, selling an estimated $2.14M and leaving 11,642 shares worth $4.84M. The position accounts for 0.31% of the portfolio, ranked #81.

YHB Investment Advisors first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $18M in Q3 2024. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • YHB Investment Advisors held 11,642 shares of UnitedHealth worth $4.84M as of Q2 2026.
  • YHB Investment Advisors sold 5,767 UnitedHealth shares in Q2 2026, an estimated $2.14M.
  • UnitedHealth made up 0.31% of YHB Investment Advisors's portfolio in Q2 2026, its #81 holding.
  • YHB Investment Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
  • YHB Investment Advisors's UnitedHealth position peaked at $18M in Q3 2024.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.