Cohen Klingenstein’s UnitedHealth UNH Stock Holding History

Cohen Klingenstein’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 Q3	$6.31M	Hold	17,200	–	–	0.18%	59
2026 Q2	$7.15M	Hold	17,200	–	–	0.2%	56
2026 Q1	$4.65M	Sell	17,200 -89	-0.5%	-$26.5K	0.15%	71
2025 Q4	$5.71M	Buy	17,289 +39	+0.2%	+$13.2K	0.17%	62
2025 Q3	$5.96M	Buy	17,250 +50	+0.3%	+$15.1K	0.19%	63
2025 Q2	$5.37M	Hold	17,200	–	–	0.18%	66
2025 Q1	$9.01M	Hold	17,200	–	–	0.33%	44
2024 Q4	$8.7M	Sell	17,200 -10,500	-38%	-$5.97M	0.3%	45
2024 Q3	$16.2M	Hold	27,700	–	–	0.56%	30
2024 Q2	$14.1M	Hold	27,700	–	–	0.51%	34
2024 Q1	$13.7M	Hold	27,700	–	–	0.51%	35
2023 Q4	$14.6M	Hold	27,700	–	–	0.6%	32
2023 Q3	$14M	Hold	27,700	–	–	0.63%	26
2023 Q2	$13.3M	Hold	27,700	–	–	0.58%	32
2023 Q1	$13.1M	Hold	27,700	–	–	0.61%	32
2022 Q4	$14.7M	Hold	27,700	–	–	0.74%	27
2022 Q3	$14M	Hold	27,700	–	–	0.74%	23
2022 Q2	$14.2M	Hold	27,700	–	–	0.71%	25
2022 Q1	$14.1M	Hold	27,700	–	–	0.59%	29
2021 Q4	$13.9M	Hold	27,700	–	–	0.55%	33
2021 Q3	$10.8M	Buy	27,700 +3,200	+13%	+$1.33M	0.47%	40
2021 Q2	$9.8M	Hold	24,500	–	–	0.42%	51
2021 Q1	$9.12M	Hold	24,500	–	–	0.42%	48
2020 Q4	$8.59M	Hold	24,500	–	–	0.43%	49
2020 Q3	$7.64M	Hold	24,500	–	–	0.43%	52
2020 Q2	$7.23M	Hold	24,500	–	–	0.44%	51
2020 Q1	$6.11M	Hold	24,500	–	–	0.45%	51
2019 Q4	$7.2M	Hold	24,500	–	–	0.42%	56
2019 Q3	$5.32M	Buy	24,500 +10,500	+75%	+$2.53M	0.33%	69
2019 Q2	$3.42M	Buy	+14,000	New	+$3.37M	0.24%	81

Other funds holding UNH

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Cohen Klingenstein's UNH Position: Q3 2026 in Review

Cohen Klingenstein held its UnitedHealth (UNH) position steady in Q3 2026 at 17,200 shares worth $6.31M. The position accounts for 0.18% of the portfolio, ranked #59.

Cohen Klingenstein first reported a position in UNH in Q2 2019 and has held it in 30 quarters since. The position peaked at $16.2M in Q3 2024. 1,919 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Cohen Klingenstein held 17,200 shares of UnitedHealth worth $6.31M as of Q3 2026.
Cohen Klingenstein left its UnitedHealth share count unchanged in Q3 2026.
UnitedHealth made up 0.18% of Cohen Klingenstein's portfolio in Q3 2026, its #59 holding.
Cohen Klingenstein first reported a position in UnitedHealth in Q2 2019 and has held it in 30 quarters since.
Cohen Klingenstein's UnitedHealth position peaked at $16.2M in Q3 2024.
1,919 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Cohen Klingenstein's 13F filing for Q3 2026, filed 15 Oct 2026.