Cozad Asset 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
Q1 | $348K | Buy |
1,287
+668
| +108% | +$199K | 0.03% | 339 |
|
|
2025
Q4 | $204K | Sell |
619
-83
| -12% | -$28.1K | 0.02% | 413 |
|
|
2025
Q3 | $242K | Sell |
702
-4,016
| -85% | -$1.21M | 0.02% | 395 |
|
|
2025
Q2 | $1.47M | Sell |
4,718
-19,037
| -80% | -$7.28M | 0.13% | 165 |
|
|
2025
Q1 | $12.4M | Buy |
23,755
+1,046
| +5% | +$535K | 1.24% | 17 |
|
|
2024
Q4 | $11.5M | Buy |
22,709
+81
| +0.4% | +$46K | 1.07% | 22 |
|
|
2024
Q3 | $13.2M | Buy |
22,628
+907
| +4% | +$513K | 1.26% | 19 |
|
|
2024
Q2 | $11.1M | Buy |
21,721
+3,265
| +18% | +$1.6M | 1.1% | 21 |
|
|
2024
Q1 | $9.13M | Buy |
18,456
+1,785
| +11% | +$907K | 0.95% | 28 |
|
|
2023
Q4 | $8.78M | Buy |
16,671
+781
| +5% | +$417K | 1.01% | 24 |
|
|
2023
Q3 | $8.01M | Buy |
15,890
+728
| +5% | +$358K | 1.04% | 23 |
|
|
2023
Q2 | $7.29M | Buy |
15,162
+479
| +3% | +$234K | 0.91% | 27 |
|
|
2023
Q1 | $6.94M | Buy |
14,683
+162
| +1% | +$78.2K | 0.92% | 29 |
|
|
2022
Q4 | $7.7M | Sell |
14,521
-486
| -3% | -$257K | 1.08% | 24 |
|
|
2022
Q3 | $7.58M | Sell |
15,007
-1,338
| -8% | -$704K | 1.23% | 17 |
|
|
2022
Q2 | $8.39M | Sell |
16,345
-635
| -4% | -$319K | 1.31% | 14 |
|
|
2022
Q1 | $8.66M | Sell |
16,980
-1,227
| -7% | -$592K | 1.21% | 16 |
|
|
2021
Q4 | $9.14M | Sell |
18,207
-185
| -1% | -$83.7K | 1.3% | 18 |
|
|
2021
Q3 | $7.19M | Buy |
18,392
+405
| +2% | +$168K | 1.12% | 26 |
|
|
2021
Q2 | $7.2M | Sell |
17,987
-1,544
| -8% | -$616K | 1.13% | 24 |
|
|
2021
Q1 | $7.27M | Sell |
19,531
-507
| -3% | -$176K | 1.18% | 21 |
|
|
2020
Q4 | $7.03M | Sell |
20,038
-969
| -5% | -$325K | 1.26% | 23 |
|
|
2020
Q3 | $6.55M | Buy |
21,007
+576
| +3% | +$177K | 1.24% | 23 |
|
|
2020
Q2 | $6.03M | Sell |
20,431
-145
| -0.7% | -$41.5K | 1.23% | 20 |
|
|
2020
Q1 | $5.13M | Buy |
20,576
+279
| +1% | +$76.8K | 1.77% | 13 |
|
|
2019
Q4 | $5.97M | Buy |
20,297
+362
| +2% | +$94.7K | 1.59% | 13 |
|
|
2019
Q3 | $4.33M | Buy |
19,935
+852
| +4% | +$206K | 1.25% | 16 |
|
|
2019
Q2 | $4.66M | Sell |
19,083
-1,826
| -9% | -$439K | 1.35% | 16 |
|
|
2019
Q1 | $5.17M | Buy |
20,909
+1,771
| +9% | +$452K | 1.56% | 13 |
|
|
2018
Q4 | $4.77M | Sell |
19,138
-310
| -2% | -$81.9K | 1.65% | 12 |
|
|
2018
Q3 | $5.17M | Buy |
19,448
+88
| +0.5% | +$22.9K | 1.51% | 15 |
|
|
2018
Q2 | $4.75M | Buy |
+19,360
| New | +$4.65M | 1.48% | 16 |
|
Other funds holding UNH
VCM
VPM
Cozad Asset Management's UNH Position: Q1 2026 in Review
Cozad Asset Management increased its UnitedHealth (UNH) stake by 108% in Q1 2026, buying an estimated $199K and bringing the position to 1,287 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #339.
Cozad Asset Management first reported a position in UNH in Q2 2018 and has held it in 32 quarters since. The position peaked at $13.2M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Cozad Asset Management held 1,287 shares of UnitedHealth worth $348K as of Q1 2026.
- Cozad Asset Management bought 668 UnitedHealth shares in Q1 2026, an estimated $199K.
- UnitedHealth made up 0.03% of Cozad Asset Management's portfolio in Q1 2026, its #339 holding.
- Cozad Asset Management first reported a position in UnitedHealth in Q2 2018 and has held it in 32 quarters since.
- Cozad Asset Management's UnitedHealth position peaked at $13.2M in Q3 2024.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Cozad Asset Management's 13F filing for Q1 2026, filed 28 May 2026.