Cookson Peirce & Co’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 | $297K | Buy |
+715
| New | +$265K | 0.01% | 290 |
|
|
2026
Q1 | – | Sell |
-720
| Closed | -$238K | – | 361 |
|
|
2025
Q4 | $238K | Hold |
720
| – | – | 0.01% | 294 |
|
|
2025
Q3 | $249K | Buy |
+720
| New | +$218K | 0.01% | 285 |
|
|
2025
Q2 | – | Sell |
-3,030
| Closed | -$1.59M | – | 322 |
|
|
2025
Q1 | $1.59M | Buy |
3,030
+655
| +28% | +$335K | 0.08% | 103 |
|
|
2024
Q4 | $1.2M | Buy |
2,375
+100
| +4% | +$56.8K | 0.05% | 109 |
|
|
2024
Q3 | $1.33M | Buy |
2,275
+64
| +3% | +$36.2K | 0.06% | 99 |
|
|
2024
Q2 | $1.13M | Buy |
2,211
+68
| +3% | +$33.3K | 0.05% | 101 |
|
|
2024
Q1 | $1.06M | Sell |
2,143
-24,763
| -92% | -$12.6M | 0.06% | 99 |
|
|
2023
Q4 | $14.2M | Buy |
26,906
+25,041
| +1,343% | +$13.4M | 0.86% | 40 |
|
|
2023
Q3 | $940K | Buy |
1,865
+51
| +3% | +$25.1K | 0.06% | 107 |
|
|
2023
Q2 | $872K | Sell |
1,814
-29,507
| -94% | -$14.4M | 0.05% | 109 |
|
|
2023
Q1 | $14.8M | Sell |
31,321
-86,984
| -74% | -$42M | 0.95% | 40 |
|
|
2022
Q4 | $62.7M | Buy |
118,305
+2,303
| +2% | +$1.22M | 4.08% | 2 |
|
|
2022
Q3 | $58.6M | Buy |
116,002
+1,678
| +1% | +$882K | 4.13% | 2 |
|
|
2022
Q2 | $58.7M | Buy |
114,324
+9,060
| +9% | +$4.55M | 4.04% | 2 |
|
|
2022
Q1 | $53.7M | Buy |
105,264
+9,613
| +10% | +$4.64M | 3.14% | 5 |
|
|
2021
Q4 | $48M | Buy |
95,651
+2,393
| +3% | +$1.08M | 2.67% | 5 |
|
|
2021
Q3 | $36.4M | Buy |
93,258
+7,673
| +9% | +$3.18M | 2.22% | 8 |
|
|
2021
Q2 | $34.3M | Buy |
85,585
+6,699
| +8% | +$2.67M | 2.13% | 11 |
|
|
2021
Q1 | $29.4M | Sell |
78,886
-43,164
| -35% | -$15M | 1.92% | 15 |
|
|
2020
Q4 | $42.8M | Buy |
122,050
+7,992
| +7% | +$2.68M | 2.91% | 8 |
|
|
2020
Q3 | $35.6M | Buy |
114,058
+24,685
| +28% | +$7.58M | 2.67% | 13 |
|
|
2020
Q2 | $26.4M | Buy |
89,373
+4,758
| +6% | +$1.36M | 2.48% | 15 |
|
|
2020
Q1 | $21.1M | Buy |
+84,615
| New | +$23.3M | 2.42% | 16 |
|
|
2019
Q1 | – | Sell |
-1,124
| Closed | -$280K | – | 169 |
|
|
2018
Q4 | $280K | Hold |
1,124
| – | – | 0.03% | 138 |
|
|
2018
Q3 | $299K | Hold |
1,124
| – | – | 0.02% | 128 |
|
|
2018
Q2 | $276K | Hold |
1,124
| – | – | 0.02% | 127 |
|
|
2018
Q1 | $241K | Buy |
1,124
+22
| +2% | +$5.03K | 0.02% | 138 |
|
|
2017
Q4 | $243K | Buy |
+1,102
| New | +$234K | 0.02% | 147 |
|
|
2017
Q3 | – | Sell |
-1,102
| Closed | -$204K | – | 171 |
|
|
2017
Q2 | $204K | Buy |
+1,102
| New | +$193K | 0.02% | 143 |
|
Other funds holding UNH
LMFP
PAM
DC
Cookson Peirce & Co's UNH Position: Q2 2026 in Review
Cookson Peirce & Co opened a new position in UnitedHealth (UNH) in Q2 2026: 715 shares worth $297K. The stake represents 0.01% of the portfolio and ranks #290 among its holdings. This is a return to the name: Cookson Peirce & Co previously reported a position in UNH as recently as Q4 2025.
Cookson Peirce & Co first reported a position in UNH in Q2 2017 and has held it in 30 quarters since. The position peaked at $62.7M in Q4 2022. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Cookson Peirce & Co held 715 shares of UnitedHealth worth $297K as of Q2 2026.
- UnitedHealth was a new Cookson Peirce & Co position in Q2 2026.
- UnitedHealth made up 0.01% of Cookson Peirce & Co's portfolio in Q2 2026, its #290 holding.
- Cookson Peirce & Co first reported a position in UnitedHealth in Q2 2017 and has held it in 30 quarters since.
- Cookson Peirce & Co's UnitedHealth position peaked at $62.7M in Q4 2022.
- 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Cookson Peirce & Co's 13F filing for Q2 2026, filed 23 Jul 2026.