Cox 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 | $1.91M | Sell |
4,593
-49
| -1% | -$18.2K | 1.06% | 28 |
|
|
2026
Q1 | $1.26M | Buy |
4,642
+2,297
| +98% | +$684K | 0.83% | 39 |
|
|
2025
Q4 | $783K | Sell |
2,345
-2,108
| -47% | -$714K | 0.49% | 46 |
|
|
2025
Q3 | $1.54M | Buy |
4,453
+10
| +0.2% | +$3.02K | 1% | 33 |
|
|
2025
Q2 | $1.39M | Sell |
4,443
-116
| -3% | -$44.3K | 0.95% | 35 |
|
|
2025
Q1 | $2.39M | Sell |
4,559
-3,983
| -47% | -$2.04M | 1.74% | 24 |
|
|
2024
Q4 | $4.32M | Sell |
8,542
-39
| -0.5% | -$22.2K | 2.77% | 9 |
|
|
2024
Q3 | $5.02M | Buy |
8,581
+1,313
| +18% | +$743K | 3% | 7 |
|
|
2024
Q2 | $3.7M | Sell |
7,268
-182
| -2% | -$89.2K | 2.24% | 13 |
|
|
2024
Q1 | $3.69M | Sell |
7,450
-120
| -2% | -$61K | 2.27% | 12 |
|
|
2023
Q4 | $3.99M | Buy |
7,570
+1,478
| +24% | +$788K | 2.6% | 6 |
|
|
2023
Q3 | $3.07M | Buy |
6,092
+452
| +8% | +$222K | 2.16% | 13 |
|
|
2023
Q2 | $2.71M | Sell |
5,640
-151
| -3% | -$73.8K | 2% | 19 |
|
|
2023
Q1 | $2.74M | Sell |
5,791
-92
| -2% | -$44.4K | 1.98% | 20 |
|
|
2022
Q4 | $3.12M | Buy |
5,883
+325
| +6% | +$172K | 2.03% | 16 |
|
|
2022
Q3 | $2.81M | Buy |
5,558
+76
| +1% | +$40K | 2.04% | 18 |
|
|
2022
Q2 | $2.82M | Sell |
5,482
-4,464
| -45% | -$2.24M | 1.92% | 25 |
|
|
2022
Q1 | $5.07M | Sell |
9,946
-10
| -0.1% | -$4.82K | 3.19% | 3 |
|
|
2021
Q4 | $5M | Buy |
9,956
+482
| +5% | +$218K | 2.96% | 3 |
|
|
2021
Q3 | $3.7M | Buy |
9,474
+31
| +0.3% | +$12.8K | 2.49% | 7 |
|
|
2021
Q2 | $3.78M | Buy |
9,443
+383
| +4% | +$153K | 2.53% | 4 |
|
|
2021
Q1 | $3.37M | Sell |
9,060
-143
| -2% | -$49.5K | 2.34% | 5 |
|
|
2020
Q4 | $3.23M | Buy |
9,203
+374
| +4% | +$125K | 2.46% | 6 |
|
|
2020
Q3 | $2.75M | Buy |
8,829
+22
| +0.2% | +$6.76K | 2.43% | 7 |
|
|
2020
Q2 | $2.6M | Buy |
8,807
+213
| +2% | +$61K | 2.56% | 6 |
|
|
2020
Q1 | $2.53M | Hold |
8,594
| – | – | 2.2% | 11 |
|
|
2019
Q4 | $2.53M | Buy |
8,594
+121
| +1% | +$31.7K | 2.3% | 11 |
|
|
2019
Q3 | $1.84M | Sell |
8,473
-18
| -0.2% | -$4.34K | 1.8% | 21 |
|
|
2019
Q2 | $2.07M | Buy |
8,491
+360
| +4% | +$86.6K | 2.1% | 18 |
|
|
2019
Q1 | $2.01M | Buy |
8,131
+161
| +2% | +$41.1K | 2.17% | 14 |
|
|
2018
Q4 | $2.12M | Buy |
7,970
+33
| +0.4% | +$8.72K | 2.49% | 9 |
|
|
2018
Q3 | $2.11M | Buy |
7,937
+125
| +2% | +$32.5K | 2.25% | 13 |
|
|
2018
Q2 | $1.92M | Buy |
+7,812
| New | +$1.88M | 2.31% | 11 |
|
Other funds holding UNH
PAM
ECSS
Cox Capital Management's UNH Position: Q2 2026 in Review
Cox Capital Management reduced its UnitedHealth (UNH) stake by 1.1% in Q2 2026, selling an estimated $18.2K and leaving 4,593 shares worth $1.91M. The position accounts for 1.06% of the portfolio, ranked #28.
Cox Capital Management first reported a position in UNH in Q2 2018 and has held it in 33 quarters since. The position peaked at $5.07M in Q1 2022. 1,471 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Cox Capital Management held 4,593 shares of UnitedHealth worth $1.91M as of Q2 2026.
- Cox Capital Management sold 49 UnitedHealth shares in Q2 2026, an estimated $18.2K.
- UnitedHealth made up 1.06% of Cox Capital Management's portfolio in Q2 2026, its #28 holding.
- Cox Capital Management first reported a position in UnitedHealth in Q2 2018 and has held it in 33 quarters since.
- Cox Capital Management's UnitedHealth position peaked at $5.07M in Q1 2022.
- 1,471 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Cox Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.