HI
UNH icon

Hoey Investments’s UnitedHealth UNH Stock Holding History

Hoey Investments’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 		$8.31K Buy
20
+17
+567% +$6.3K ﹤0.01% 278
2026
Q1 		$812 Hold
3
– – ﹤0.01% 364
2025
Q4 		$991 Hold
3
– – ﹤0.01% 365
2025
Q3 		$1.04K Hold
3
– – ﹤0.01% 352
2025
Q2 		$936 Buy
+3
New +$1.15K ﹤0.01% 359
2024
Q4 		– Sell
-3
Closed -$1.53K – 437
2024
Q3 		$1.53K Hold
3
– – ﹤0.01% 316
2024
Q2 		$1.53K Sell
3
-1,877
-100% -$920K ﹤0.01% 316
2024
Q1 		$930K Sell
1,880
-922
-33% -$469K 0.2% 35
2023
Q4 		$1.48M Sell
2,802
-201
-7% -$107K 0.41% 25
2023
Q3 		$1.51M Sell
3,003
-568
-16% -$280K 0.5% 28
2023
Q2 		$1.72M Buy
3,571
+1,419
+66% +$694K 0.56% 23
2023
Q1 		$1.02M Sell
2,152
-364
-14% -$176K 0.4% 49
2022
Q4 		$1.33M Sell
2,516
-390
-13% -$207K 0.58% 32
2022
Q3 		$1.47M Buy
2,906
+2,120
+270% +$1.11M 0.58% 34
2022
Q2 		$404K Buy
786
+770
+4,813% +$387K 0.17% 53
2022
Q1 		$8K Buy
+16
New +$7.72K ﹤0.01% 180
2020
Q1 		– Sell
-2,799
Closed -$823K – 170
2019
Q4 		$823K Buy
+2,799
New +$732K 0.58% 40

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Hoey Investments's UNH Position: Q2 2026 in Review

Hoey Investments increased its UnitedHealth (UNH) stake by 567% in Q2 2026, buying an estimated $6.3K and bringing the position to 20 shares worth $8.31K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Hoey Investments first reported a position in UNH in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.72M in Q2 2023. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Hoey Investments held 20 shares of UnitedHealth worth $8.31K as of Q2 2026.
  • Hoey Investments bought 17 UnitedHealth shares in Q2 2026, an estimated $6.3K.
  • UnitedHealth made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #278 holding.
  • Hoey Investments first reported a position in UnitedHealth in Q4 2019 and has held it in 17 quarters since.
  • Hoey Investments's UnitedHealth position peaked at $1.72M in Q2 2023.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.