Hengehold 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 | $356K | Sell |
857
-492
| -36% | -$182K | 0.03% | 168 |
|
|
2026
Q1 | $365K | Sell |
1,349
-2
| -0.1% | -$596 | 0.03% | 154 |
|
|
2025
Q4 | $446K | Sell |
1,351
-109
| -7% | -$36.9K | 0.04% | 149 |
|
|
2025
Q3 | $504K | Buy |
1,460
+232
| +19% | +$70.2K | 0.04% | 140 |
|
|
2025
Q2 | $383K | Buy |
1,228
+145
| +13% | +$55.4K | 0.03% | 156 |
|
|
2025
Q1 | $567K | Sell |
1,083
-20
| -2% | -$10.2K | 0.05% | 116 |
|
|
2024
Q4 | $558K | Sell |
1,103
-144
| -12% | -$81.8K | 0.05% | 112 |
|
|
2024
Q3 | $729K | Buy |
1,247
+253
| +25% | +$143K | 0.07% | 99 |
|
|
2024
Q2 | $506K | Buy |
994
+9
| +0.9% | +$4.41K | 0.05% | 112 |
|
|
2024
Q1 | $487K | Sell |
985
-47
| -5% | -$23.9K | 0.05% | 114 |
|
|
2023
Q4 | $543K | Hold |
1,032
| – | – | 0.06% | 104 |
|
|
2023
Q3 | $520K | Hold |
1,032
| – | – | 0.07% | 100 |
|
|
2023
Q2 | $496K | Sell |
1,032
-2
| -0.2% | -$978 | 0.07% | 101 |
|
|
2023
Q1 | $489K | Hold |
1,034
| – | – | 0.07% | 101 |
|
|
2022
Q4 | $548K | Sell |
1,034
-4
| -0.4% | -$2.12K | 0.08% | 95 |
|
|
2022
Q3 | $524K | Hold |
1,038
| – | – | 0.08% | 87 |
|
|
2022
Q2 | $533K | Buy |
1,038
+48
| +5% | +$24.1K | 0.08% | 81 |
|
|
2022
Q1 | $505K | Hold |
990
| – | – | 0.07% | 86 |
|
|
2021
Q4 | $497K | Sell |
990
-14
| -1% | -$6.34K | 0.06% | 90 |
|
|
2021
Q3 | $392K | Hold |
1,004
| – | – | 0.05% | 105 |
|
|
2021
Q2 | $402K | Hold |
1,004
| – | – | 0.05% | 103 |
|
|
2021
Q1 | $374K | Sell |
1,004
-10
| -1% | -$3.46K | 0.05% | 101 |
|
|
2020
Q4 | $356K | Buy |
1,014
+9
| +0.9% | +$3.02K | 0.05% | 100 |
|
|
2020
Q3 | $313K | Hold |
1,005
| – | – | 0.05% | 98 |
|
|
2020
Q2 | $297K | Sell |
1,005
-2
| -0.2% | -$573 | 0.05% | 96 |
|
|
2020
Q1 | $251K | Sell |
1,007
-18
| -2% | -$4.95K | 0.05% | 93 |
|
|
2019
Q4 | $301K | Buy |
+1,025
| New | +$268K | 0.05% | 107 |
|
|
2019
Q3 | – | Sell |
-845
| Closed | -$206K | – | 132 |
|
|
2019
Q2 | $206K | Sell |
845
-17
| -2% | -$4.09K | 0.04% | 125 |
|
|
2019
Q1 | $213K | Sell |
862
-35
| -4% | -$8.93K | 0.05% | 120 |
|
|
2018
Q4 | $223K | Hold |
897
| – | – | 0.07% | 105 |
|
|
2018
Q3 | $239K | Hold |
897
| – | – | 0.06% | 109 |
|
|
2018
Q2 | $220K | Buy |
+897
| New | +$215K | 0.06% | 106 |
|
|
2018
Q1 | – | Sell |
-917
| Closed | -$202K | – | 120 |
|
|
2017
Q4 | $202K | Buy |
+917
| New | +$194K | 0.05% | 113 |
|
Other funds holding UNH
PAM
Hengehold Capital Management's UNH Position: Q2 2026 in Review
Hengehold Capital Management reduced its UnitedHealth (UNH) stake by 36% in Q2 2026, selling an estimated $182K and leaving 857 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #168.
Hengehold Capital Management first reported a position in UNH in Q4 2017 and has held it in 33 quarters since. The position peaked at $729K in Q3 2024. 1,550 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Hengehold Capital Management held 857 shares of UnitedHealth worth $356K as of Q2 2026.
- Hengehold Capital Management sold 492 UnitedHealth shares in Q2 2026, an estimated $182K.
- UnitedHealth made up 0.03% of Hengehold Capital Management's portfolio in Q2 2026, its #168 holding.
- Hengehold Capital Management first reported a position in UnitedHealth in Q4 2017 and has held it in 33 quarters since.
- Hengehold Capital Management's UnitedHealth position peaked at $729K in Q3 2024.
- 1,550 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Hengehold Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.