Goelzer Investment 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 | $7.35M | Sell |
17,688
-857
| -5% | -$318K | 0.32% | 60 |
|
|
2026
Q1 | $5.02M | Sell |
18,545
-6,439
| -26% | -$1.92M | 0.24% | 87 |
|
|
2025
Q4 | $8.25M | Buy |
24,984
+663
| +3% | +$225K | 0.38% | 51 |
|
|
2025
Q3 | $8.4M | Buy |
24,321
+212
| +0.9% | +$64.1K | 0.45% | 44 |
|
|
2025
Q2 | $7.52M | Buy |
24,109
+8,096
| +51% | +$3.09M | 0.41% | 53 |
|
|
2025
Q1 | $8.39M | Sell |
16,013
-519
| -3% | -$265K | 0.49% | 45 |
|
|
2024
Q4 | $8.36M | Buy |
16,532
+1,535
| +10% | +$872K | 0.49% | 42 |
|
|
2024
Q3 | $8.77M | Sell |
14,997
-1,174
| -7% | -$664K | 0.48% | 41 |
|
|
2024
Q2 | $8.24M | Sell |
16,171
-2,147
| -12% | -$1.05M | 0.46% | 40 |
|
|
2024
Q1 | $9.06M | Buy |
18,318
+1,425
| +8% | +$724K | 0.51% | 35 |
|
|
2023
Q4 | $8.89M | Buy |
16,893
+379
| +2% | +$202K | 0.57% | 33 |
|
|
2023
Q3 | $8.33M | Sell |
16,514
-126
| -0.8% | -$62K | 0.59% | 33 |
|
|
2023
Q2 | $8M | Sell |
16,640
-598
| -3% | -$292K | 0.68% | 42 |
|
|
2023
Q1 | $8.15M | Sell |
17,238
-4,977
| -22% | -$2.4M | 0.71% | 40 |
|
|
2022
Q4 | $11.8M | Sell |
22,215
-393
| -2% | -$208K | 1.01% | 20 |
|
|
2022
Q3 | $11.4M | Buy |
22,608
+1,325
| +6% | +$697K | 1.14% | 18 |
|
|
2022
Q2 | $10.9M | Sell |
21,283
-285
| -1% | -$143K | 1.05% | 19 |
|
|
2022
Q1 | $11M | Sell |
21,568
-214
| -1% | -$103K | 0.95% | 22 |
|
|
2021
Q4 | $10.9M | Sell |
21,782
-912
| -4% | -$413K | 0.89% | 24 |
|
|
2021
Q3 | $8.87M | Sell |
22,694
-755
| -3% | -$313K | 0.78% | 32 |
|
|
2021
Q2 | $9.39M | Sell |
23,449
-277
| -1% | -$110K | 0.78% | 35 |
|
|
2021
Q1 | $8.83M | Sell |
23,726
-3,299
| -12% | -$1.14M | 0.78% | 36 |
|
|
2020
Q4 | $9.48M | Sell |
27,025
-1,261
| -4% | -$423K | 0.87% | 24 |
|
|
2020
Q3 | $8.82M | Sell |
28,286
-3,935
| -12% | -$1.21M | 0.82% | 27 |
|
|
2020
Q2 | $9.5M | Sell |
32,221
-2,025
| -6% | -$580K | 0.92% | 23 |
|
|
2020
Q1 | $8.54M | Sell |
34,246
-446
| -1% | -$123K | 0.97% | 22 |
|
|
2019
Q4 | $10.2M | Sell |
34,692
-707
| -2% | -$185K | 0.87% | 25 |
|
|
2019
Q3 | $7.69M | Buy |
35,399
+10,411
| +42% | +$2.51M | 0.7% | 44 |
|
|
2019
Q2 | $6.1M | Buy |
24,988
+8,797
| +54% | +$2.12M | 0.56% | 53 |
|
|
2019
Q1 | $4M | Buy |
16,191
+1,352
| +9% | +$345K | 0.38% | 88 |
|
|
2018
Q4 | $3.7M | Sell |
14,839
-120
| -0.8% | -$31.7K | 0.47% | 87 |
|
|
2018
Q3 | $3.98M | Sell |
14,959
-444
| -3% | -$115K | 0.44% | 92 |
|
|
2018
Q2 | $3.78M | Sell |
15,403
-847
| -5% | -$203K | 0.44% | 94 |
|
|
2018
Q1 | $3.48M | Sell |
16,250
-1,184
| -7% | -$270K | 0.42% | 97 |
|
|
2017
Q4 | $3.84M | Sell |
17,434
-291
| -2% | -$61.7K | 0.43% | 93 |
|
|
2017
Q3 | $3.47M | Sell |
17,725
-349
| -2% | -$67.4K | 0.41% | 97 |
|
|
2017
Q2 | $3.35M | Sell |
18,074
-254
| -1% | -$44.5K | 0.41% | 96 |
|
|
2017
Q1 | $3.01M | Buy |
+18,328
| New | +$3M | 0.37% | 102 |
|
|
2016
Q2 | – | Sell |
-2,238
| Closed | -$288K | – | 202 |
|
|
2016
Q1 | $288K | Sell |
2,238
-162
| -7% | -$19.2K | 0.04% | 182 |
|
|
2015
Q4 | $282K | Buy |
2,400
+22
| +0.9% | +$2.57K | 0.04% | 183 |
|
|
2015
Q3 | $276K | Buy |
2,378
+30
| +1% | +$3.59K | 0.04% | 181 |
|
|
2015
Q2 | $286K | Buy |
2,348
+96
| +4% | +$11.4K | 0.04% | 181 |
|
|
2015
Q1 | $266K | Sell |
2,252
-51
| -2% | -$5.66K | 0.04% | 181 |
|
|
2014
Q4 | $233K | Sell |
2,303
-400
| -15% | -$37.9K | 0.04% | 187 |
|
|
2014
Q3 | $233K | Hold |
2,703
| – | – | 0.04% | 187 |
|
|
2014
Q2 | $221K | Sell |
2,703
-24
| -0.9% | -$1.89K | 0.04% | 185 |
|
|
2014
Q1 | $224K | Sell |
2,727
-24
| -0.9% | -$1.81K | 0.04% | 183 |
|
|
2013
Q4 | $207K | Sell |
2,751
-54,516
| -95% | -$3.92M | 0.04% | 187 |
|
|
2013
Q3 | $4.1M | Sell |
57,267
-52,749
| -48% | -$3.78M | 0.84% | 42 |
|
|
2013
Q2 | $7.2M | Buy |
+110,016
| New | +$6.85M | 0.77% | 48 |
|
Other funds holding UNH
PAM
DC
ATO
Goelzer Investment Management's UNH Position: Q2 2026 in Review
Goelzer Investment Management reduced its UnitedHealth (UNH) stake by 4.6% in Q2 2026, selling an estimated $318K and leaving 17,688 shares worth $7.35M. The position accounts for 0.32% of the portfolio, ranked #60.
Goelzer Investment Management first reported a position in UNH in Q2 2013 and has held it in 50 quarters since. The position peaked at $11.8M in Q4 2022. 1,060 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Goelzer Investment Management held 17,688 shares of UnitedHealth worth $7.35M as of Q2 2026.
- Goelzer Investment Management sold 857 UnitedHealth shares in Q2 2026, an estimated $318K.
- UnitedHealth made up 0.32% of Goelzer Investment Management's portfolio in Q2 2026, its #60 holding.
- Goelzer Investment Management first reported a position in UnitedHealth in Q2 2013 and has held it in 50 quarters since.
- Goelzer Investment Management's UnitedHealth position peaked at $11.8M in Q4 2022.
- 1,060 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.