Hofer & Associates
UNH icon

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
Q3 		– Sell
-959
Closed -$399K – 124
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Hofer & Associates's UNH Position: Q3 2026 in Review

Hofer & Associates sold out of UnitedHealth (UNH) in Q3 2026, closing a stake of 959 shares — an estimated $399K sold.

Hofer & Associates first reported a position in UNH in Q3 2025 and held it in 4 quarters. The position peaked at $399K in Q2 2026. 1,389 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Hofer & Associates reported no remaining UnitedHealth position as of Q3 2026 after selling out during the quarter.
  • Hofer & Associates sold 959 UnitedHealth shares in Q3 2026, an estimated $399K.
  • Hofer & Associates first reported a position in UnitedHealth in Q3 2025 and held it in 4 quarters.
  • Hofer & Associates's UnitedHealth position peaked at $399K in Q2 2026.
  • 1,389 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.