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 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	$9.81M	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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Cohen Klingenstein's UNH Position: Q2 2026 in Review

Cohen Klingenstein held its UnitedHealth (UNH) position steady in Q2 2026 at 17,200 shares worth $7.15M. The position accounts for 0.2% of the portfolio, ranked #56.

Cohen Klingenstein first reported a position in UNH in Q2 2019 and has held it in 29 quarters since. The position peaked at $16.2M in Q3 2024. 1,444 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Cohen Klingenstein held 17,200 shares of UnitedHealth worth $7.15M as of Q2 2026.
Cohen Klingenstein left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.2% of Cohen Klingenstein's portfolio in Q2 2026, its #56 holding.
Cohen Klingenstein first reported a position in UnitedHealth in Q2 2019 and has held it in 29 quarters since.
Cohen Klingenstein's UnitedHealth position peaked at $16.2M in Q3 2024.
1,444 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cohen Klingenstein's 13F filing for Q2 2026, filed 15 Jul 2026.