Hohimer Wealth Management
UNH icon

Hohimer Wealth Management’s UnitedHealth UNH Stock Holding History

Hohimer Wealth Management’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 		$5.87M Sell
15,999
-2,404
-13% -$968K 0.57% 36
2026
Q2 		$7.65M Buy
18,403
+998
+6% +$370K 0.76% 22
2026
Q1 		$4.71M Buy
17,405
+16,394
+1,622% +$4.88M 0.56% 45
2025
Q4 		$334K Sell
1,011
-393
-28% -$133K 0.04% 215
2025
Q3 		$485K Sell
1,404
-90
-6% -$27.2K 0.07% 198
2025
Q2 		$466K Sell
1,494
-92
-6% -$35.2K 0.08% 165
2025
Q1 		$831K Sell
1,586
-7,707
-83% -$3.94M 0.16% 118
2024
Q4 		$4.7M Sell
9,293
-136
-1% -$77.3K 0.88% 30
2024
Q3 		$5.51M Buy
9,429
+1,808
+24% +$1.02M 1.19% 15
2024
Q2 		$3.88M Sell
7,621
-164
-2% -$80.4K 0.9% 36
2024
Q1 		$3.85M Buy
7,785
+309
+4% +$157K 0.9% 32
2023
Q4 		$3.94M Sell
7,476
-24
-0.3% -$12.8K 1% 27
2023
Q3 		$3.78M Sell
7,500
-100
-1% -$49.2K 1.08% 26
2023
Q2 		$3.65M Sell
7,600
-232
-3% -$113K 1.01% 28
2023
Q1 		$3.7M Buy
7,832
+503
+7% +$243K 1.07% 23
2022
Q4 		$3.89M Sell
7,329
-4
-0.1% -$2.12K 1.24% 23
2022
Q3 		$3.7M Buy
7,333
+70
+1% +$36.8K 1.19% 18
2022
Q2 		$3.73M Sell
7,263
-3,990
-35% -$2M 1.1% 18
2022
Q1 		$5.74M Sell
11,253
-1,077
-9% -$519K 1.13% 18
2021
Q4 		$6.19M Sell
12,330
-681
-5% -$308K 1.3% 16
2021
Q3 		$5.08M Sell
13,011
-203
-2% -$84.1K 1.07% 23
2021
Q2 		$5.29M Buy
13,214
+1,171
+10% +$467K 1.08% 23
2021
Q1 		$4.48M Buy
12,043
+1,118
+10% +$387K 1.09% 23
2020
Q4 		$3.83M Sell
10,925
-1,136
-9% -$381K 1.02% 23
2020
Q3 		$3.91M Buy
12,061
+212
+2% +$65.1K 1.11% 17
2020
Q2 		$3.5M Buy
11,849
+2,225
+23% +$638K 1.21% 14
2020
Q1 		$2.83M Buy
9,624
+831
+9% +$229K 1.2% 17
2019
Q4 		$2.58M Buy
+8,793
New +$2.3M 0.9% 15

Other funds holding UNH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Hohimer Wealth Management's UNH Position: Q3 2026 in Review

Hohimer Wealth Management reduced its UnitedHealth (UNH) stake by 13% in Q3 2026, selling an estimated $968K and leaving 15,999 shares worth $5.87M. The position accounts for 0.57% of the portfolio, ranked #36.

Hohimer Wealth Management first reported a position in UNH in Q4 2019 and has held it in 28 quarters since. The position peaked at $7.65M in Q2 2026. 1,919 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Hohimer Wealth Management held 15,999 shares of UnitedHealth worth $5.87M as of Q3 2026.
  • Hohimer Wealth Management sold 2,404 UnitedHealth shares in Q3 2026, an estimated $968K.
  • UnitedHealth made up 0.57% of Hohimer Wealth Management's portfolio in Q3 2026, its #36 holding.
  • Hohimer Wealth Management first reported a position in UnitedHealth in Q4 2019 and has held it in 28 quarters since.
  • Hohimer Wealth Management's UnitedHealth position peaked at $7.65M in Q2 2026.
  • 1,919 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Hohimer Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.