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Hofer & Associates’s UnitedHealth UNH Stock Holding History

Hofer & Associates’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 		$399K Buy
959
+191
+25% +$70.8K 0.19% 44
2026
Q1 		$208K Sell
768
-21
-3% -$6.25K 0.11% 63
2025
Q4 		$261K Buy
789
+168
+27% +$56.9K 0.14% 53
2025
Q3 		$214K Buy
+621
New +$188K 0.12% 60

Other funds holding UNH

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Hofer & Associates's UNH Position: Q2 2026 in Review

Hofer & Associates increased its UnitedHealth (UNH) stake by 25% in Q2 2026, buying an estimated $70.8K and bringing the position to 959 shares worth $399K. The position accounts for 0.19% of the portfolio, ranked #44.

Hofer & Associates first reported a position in UNH in Q3 2025 and has held it in 4 quarters since. 1,266 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Hofer & Associates held 959 shares of UnitedHealth worth $399K as of Q2 2026.
  • Hofer & Associates bought 191 UnitedHealth shares in Q2 2026, an estimated $70.8K.
  • UnitedHealth made up 0.19% of Hofer & Associates's portfolio in Q2 2026, its #44 holding.
  • Hofer & Associates first reported a position in UnitedHealth in Q3 2025 and has held it in 4 quarters since.
  • 1,266 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Hofer & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.