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ZWJ Investment Counsel’s UnitedHealth UNH Stock Holding History

ZWJ 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 		$1.92M Buy
4,624
+1,267
+38% +$470K 0.06% 107
2026
Q1 		$908K Buy
3,357
+2
+0.1% +$596 0.03% 126
2025
Q4 		$1.11M Sell
3,355
-55
-2% -$18.6K 0.04% 114
2025
Q3 		$1.18M Buy
3,410
+140
+4% +$42.3K 0.04% 113
2025
Q2 		$1.02M Buy
3,270
+59
+2% +$22.5K 0.04% 113
2025
Q1 		$1.68M Sell
3,211
-256
-7% -$131K 0.07% 101
2024
Q4 		$1.75M Sell
3,467
-233
-6% -$132K 0.07% 98
2024
Q3 		$2.16M Buy
3,700
+1
+0% +$566 0.09% 91
2024
Q2 		$1.88M Buy
3,699
+70
+2% +$34.3K 0.08% 92
2024
Q1 		$1.8M Buy
3,629
+1,729
+91% +$879K 0.08% 89
2023
Q4 		$1M Sell
1,900
-445
-19% -$237K 0.05% 105
2023
Q3 		$1.18M Buy
2,345
+941
+67% +$463K 0.07% 101
2023
Q2 		$675K Buy
1,404
+30
+2% +$14.7K 0.04% 118
2023
Q1 		$649K Buy
1,374
+133
+11% +$64.2K 0.04% 117
2022
Q4 		$658K Buy
1,241
+60
+5% +$31.8K 0.04% 115
2022
Q3 		$597K Sell
1,181
-51
-4% -$26.8K 0.04% 116
2022
Q2 		$633K Buy
1,232
+24
+2% +$12.1K 0.04% 120
2022
Q1 		$616K Sell
1,208
-145
-11% -$69.9K 0.03% 117
2021
Q4 		$679K Hold
1,353
– – 0.03% 113
2021
Q3 		$529K Buy
1,353
+4
+0.3% +$1.66K 0.03% 124
2021
Q2 		$540K Sell
1,349
-749
-36% -$299K 0.03% 121
2021
Q1 		$781K Buy
2,098
+1,079
+106% +$374K 0.05% 108
2020
Q4 		$357K Buy
1,019
+150
+17% +$50.3K 0.02% 132
2020
Q3 		$271K Buy
869
+100
+13% +$30.7K 0.02% 129
2020
Q2 		$227K Sell
769
-3,907
-84% -$1.12M 0.02% 135
2020
Q1 		$1.17M Buy
4,676
+102
+2% +$28.1K 0.1% 96
2019
Q4 		$1.34M Buy
4,574
+3,628
+384% +$949K 0.09% 99
2019
Q3 		$206K Sell
946
-45
-5% -$10.9K 0.02% 151
2019
Q2 		$242K Buy
991
+14
+1% +$3.37K 0.02% 148
2019
Q1 		$242K Sell
977
-82
-8% -$20.9K 0.02% 142
2018
Q4 		$264K Buy
1,059
+53
+5% +$14K 0.02% 141
2018
Q3 		$268K Hold
1,006
– – 0.02% 139
2018
Q2 		$247K Sell
1,006
-10
-1% -$2.4K 0.02% 140
2018
Q1 		$217K Sell
1,016
-6,648
-87% -$1.52M 0.02% 149
2017
Q4 		$1.69M Sell
7,664
-1,204
-14% -$255K 0.13% 81
2017
Q3 		$1.74M Sell
8,868
-1,288
-13% -$249K 0.14% 78
2017
Q2 		$1.88M Sell
10,156
-359
-3% -$63K 0.15% 79
2017
Q1 		$1.73M Buy
10,515
+6,920
+192% +$1.13M 0.14% 90
2016
Q4 		$575K Buy
+3,595
New +$537K 0.06% 106
2016
Q3 		– Sell
-1,432
Closed -$202K – 158
2016
Q2 		$202K Buy
+1,432
New +$191K 0.02% 148
2015
Q2 		– Sell
-1,985
Closed -$235K – 152
2015
Q1 		$235K Buy
+1,985
New +$220K 0.02% 132

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

ZWJ Investment Counsel increased its UnitedHealth (UNH) stake by 38% in Q2 2026, buying an estimated $470K and bringing the position to 4,624 shares worth $1.92M. The position accounts for 0.06% of the portfolio, ranked #107.

ZWJ Investment Counsel first reported a position in UNH in Q1 2015 and has held it in 41 quarters since. The position peaked at $2.16M in Q3 2024. 1,154 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • ZWJ Investment Counsel held 4,624 shares of UnitedHealth worth $1.92M as of Q2 2026.
  • ZWJ Investment Counsel bought 1,267 UnitedHealth shares in Q2 2026, an estimated $470K.
  • UnitedHealth made up 0.06% of ZWJ Investment Counsel's portfolio in Q2 2026, its #107 holding.
  • ZWJ Investment Counsel first reported a position in UnitedHealth in Q1 2015 and has held it in 41 quarters since.
  • ZWJ Investment Counsel's UnitedHealth position peaked at $2.16M in Q3 2024.
  • 1,154 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.