Cohen Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.7M | Sell |
49,913
-570
| -1% | -$211K | 2.82% | 9 |
|
|
2026
Q1 | $13.7M | Buy |
50,483
+66
| +0.1% | +$19.7K | 2.12% | 12 |
|
|
2025
Q4 | $16.6M | Hold |
50,417
| – | – | 2.51% | 10 |
|
|
2025
Q3 | $17.4M | Hold |
50,417
| – | – | 2.71% | 9 |
|
|
2025
Q2 | $15.7M | Buy |
50,417
+475
| +1% | +$182K | 2.56% | 10 |
|
|
2025
Q1 | $26.2M | Hold |
49,942
| – | – | 4.48% | 4 |
|
|
2024
Q4 | $25.3M | Sell |
49,942
-383
| -0.8% | -$218K | 4.22% | 4 |
|
|
2024
Q3 | $29.4M | Buy |
50,325
+160
| +0.3% | +$90.5K | 4.77% | 5 |
|
|
2024
Q2 | $25.5M | Buy |
50,165
+50
| +0.1% | +$24.5K | 4.4% | 5 |
|
|
2024
Q1 | $24.8M | Buy |
50,115
+201
| +0.4% | +$102K | 4.37% | 5 |
|
|
2023
Q4 | $26.3M | Hold |
49,914
| – | – | 5% | 3 |
|
|
2023
Q3 | $25.2M | Hold |
49,914
| – | – | 5.15% | 2 |
|
|
2023
Q2 | $24M | Buy |
49,914
+150
| +0.3% | +$73.3K | 4.66% | 4 |
|
|
2023
Q1 | $23.5M | Hold |
49,764
| – | – | 4.75% | 3 |
|
|
2022
Q4 | $26.4M | Sell |
49,764
-1,344
| -3% | -$712K | 5.37% | 2 |
|
|
2022
Q3 | $25.8M | Sell |
51,108
-25
| -0% | -$13.1K | 5.69% | 2 |
|
|
2022
Q2 | $26.3M | Sell |
51,133
-139
| -0.3% | -$69.8K | 5.38% | 2 |
|
|
2022
Q1 | $26.1M | Sell |
51,272
-75
| -0.1% | -$36.2K | 4.58% | 2 |
|
|
2021
Q4 | $25.8M | Sell |
51,347
-7
| -0% | -$3.17K | 4.22% | 2 |
|
|
2021
Q3 | $20.1M | Hold |
51,354
| – | – | 3.49% | 4 |
|
|
2021
Q2 | $20.6M | Hold |
51,354
| – | – | 3.51% | 4 |
|
|
2021
Q1 | $19.1M | Sell |
51,354
-50
| -0.1% | -$17.3K | 3.5% | 4 |
|
|
2020
Q4 | $18M | Sell |
51,404
-3,497
| -6% | -$1.17M | 3.6% | 3 |
|
|
2020
Q3 | $17.1M | Hold |
54,901
| – | – | 3.87% | 3 |
|
|
2020
Q2 | $16.2M | Hold |
54,901
| – | – | 3.97% | 3 |
|
|
2020
Q1 | $13.7M | Sell |
54,901
-11,213
| -17% | -$3.09M | 4.02% | 3 |
|
|
2019
Q4 | $19.4M | Hold |
66,114
| – | – | 4.21% | 2 |
|
|
2019
Q3 | $14.4M | Hold |
66,114
| – | – | 3.3% | 5 |
|
|
2019
Q2 | $16.1M | Hold |
66,114
| – | – | 3.76% | 3 |
|
|
2019
Q1 | $16.3M | Hold |
66,114
| – | – | 3.94% | 3 |
|
|
2018
Q4 | $16.5M | Buy |
66,114
+200
| +0.3% | +$52.8K | 4.56% | 2 |
|
|
2018
Q3 | $17.5M | Hold |
65,914
| – | – | 3.95% | 2 |
|
|
2018
Q2 | $16.2M | Buy |
65,914
+170
| +0.3% | +$40.8K | 3.75% | 1 |
|
|
2018
Q1 | $15.6M | Sell |
65,744
-21,550
| -25% | -$4.92M | 3.66% | 2 |
|
|
2017
Q4 | $19.2M | Sell |
87,294
-751
| -0.9% | -$159K | 4.48% | 1 |
|
|
2017
Q3 | $17.2M | Sell |
88,045
-1,200
| -1% | -$232K | 4.18% | 1 |
|
|
2017
Q2 | $16.5M | Hold |
89,245
| – | – | 4.12% | 1 |
|
|
2017
Q1 | $14.6M | Sell |
89,245
-1,000
| -1% | -$164K | 3.7% | 1 |
|
|
2016
Q4 | $14.4M | Sell |
90,245
-7,300
| -7% | -$1.09M | 3.94% | 1 |
|
|
2016
Q3 | $13.7M | Buy |
97,545
+700
| +0.7% | +$98K | 3.82% | 1 |
|
|
2016
Q2 | $13.7M | Hold |
96,845
| – | – | 3.98% | 1 |
|
|
2016
Q1 | $11.4M | Hold |
96,845
| – | – | 3.44% | 2 |
|
|
2015
Q4 | $11.4M | Sell |
96,845
-88
| -0.1% | -$10.3K | 3.44% | 2 |
|
|
2015
Q3 | $11.2M | Hold |
96,933
| – | – | 3.37% | 2 |
|
|
2015
Q2 | $11.8M | Hold |
96,933
| – | – | 3.05% | 2 |
|
|
2015
Q1 | $11.5M | Sell |
96,933
-84
| -0.1% | -$9.33K | 2.92% | 2 |
|
|
2014
Q4 | $9.81M | Hold |
97,017
| – | – | 2.54% | 4 |
|
|
2014
Q3 | $8.37M | Sell |
97,017
-200
| -0.2% | -$16.9K | 2.23% | 8 |
|
|
2014
Q2 | $7.95M | Sell |
97,217
-1,570
| -2% | -$124K | 2.05% | 11 |
|
|
2014
Q1 | $8.1M | Buy |
98,787
+1,643
| +2% | +$124K | 2.18% | 9 |
|
|
2013
Q4 | $7.32M | Hold |
97,144
| – | – | 2.06% | 9 |
|
|
2013
Q3 | $6.96M | Hold |
97,144
| – | – | 2.15% | 10 |
|
|
2013
Q2 | $6.36M | Buy |
+97,144
| New | +$6.04M | 2.03% | 10 |
|
Other funds holding UNH
PAM
Cohen Capital Management's UNH Position: Q2 2026 in Review
Cohen Capital Management reduced its UnitedHealth (UNH) stake by 1.1% in Q2 2026, selling an estimated $211K and leaving 49,913 shares worth $20.7M. The position accounts for 2.82% of the portfolio, ranked #9.
Cohen Capital Management first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $29.4M in Q3 2024. 1,579 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Cohen Capital Management held 49,913 shares of UnitedHealth worth $20.7M as of Q2 2026.
- Cohen Capital Management sold 570 UnitedHealth shares in Q2 2026, an estimated $211K.
- UnitedHealth made up 2.82% of Cohen Capital Management's portfolio in Q2 2026, its #9 holding.
- Cohen Capital Management first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
- Cohen Capital Management's UnitedHealth position peaked at $29.4M in Q3 2024.
- 1,579 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Cohen Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.