Hoese & Co’s UnitedHealth UNH Stock Holding History

Hoese & Co’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$185K	Sell	445 -300	-40%	-$111K	0.12%	52
2026 Q1	$202K	Sell	745 -105	-12%	-$31.3K	0.15%	37
2025 Q4	$281K	Hold	850	–	–	0.2%	30
2025 Q3	$293K	Sell	850 -150	-15%	-$45.4K	0.22%	28
2025 Q2	$312K	Buy	1,000 +850	+567%	+$325K	0.25%	26
2025 Q1	$78.6K	Hold	150	–	–	0.07%	53
2024 Q4	$75.9K	Hold	150	–	–	0.07%	53
2024 Q3	$87.7K	Hold	150	–	–	0.07%	50
2024 Q2	$74.3K	Sell	150 -48	-24%	-$23.5K	0.06%	48
2024 Q1	$97.7K	Hold	198	–	–	0.09%	45
2023 Q4	$109K	Hold	198	–	–	0.11%	43
2023 Q3	$99.8K	Hold	198	–	–	0.1%	43
2023 Q2	$95.2K	Hold	198	–	–	0.09%	50
2023 Q1	$94.2K	Hold	198	–	–	0.11%	53
2022 Q4	$108K	Sell	198 -14	-7%	-$7.42K	0.11%	55
2022 Q3	$107K	Hold	212	–	–	0.13%	51
2022 Q2	$109K	Hold	212	–	–	0.12%	56
2022 Q1	$108K	Hold	212	–	–	0.11%	53
2021 Q4	$106K	Buy	212 +48	+29%	+$21.7K	0.11%	64
2021 Q3	$64K	Hold	164	–	–	0.07%	74
2021 Q2	$66K	Buy	164 +101	+160%	+$40.3K	0.07%	73
2021 Q1	$23K	Buy	+63	New	+$21.8K	0.03%	86

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Hoese & Co's UNH Position: Q2 2026 in Review

Hoese & Co reduced its UnitedHealth (UNH) stake by 40% in Q2 2026, selling an estimated $111K and leaving 445 shares worth $185K. The position accounts for 0.12% of the portfolio, ranked #52.

Hoese & Co first reported a position in UNH in Q1 2021 and has held it in 22 quarters since. The position peaked at $312K in Q2 2025. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Hoese & Co held 445 shares of UnitedHealth worth $185K as of Q2 2026.
Hoese & Co sold 300 UnitedHealth shares in Q2 2026, an estimated $111K.
UnitedHealth made up 0.12% of Hoese & Co's portfolio in Q2 2026, its #52 holding.
Hoese & Co first reported a position in UnitedHealth in Q1 2021 and has held it in 22 quarters since.
Hoese & Co's UnitedHealth position peaked at $312K in Q2 2025.
1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.