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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Hohimer Wealth Management's UNH Position: Q2 2026 in Review

Hohimer Wealth Management increased its UnitedHealth (UNH) stake by 5.7% in Q2 2026, buying an estimated $370K and bringing the position to 18,403 shares worth $7.65M. The position accounts for 0.76% of the portfolio, ranked #22.

Hohimer Wealth Management first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Hohimer Wealth Management held 18,403 shares of UnitedHealth worth $7.65M as of Q2 2026.
  • Hohimer Wealth Management bought 998 UnitedHealth shares in Q2 2026, an estimated $370K.
  • UnitedHealth made up 0.76% of Hohimer Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Hohimer Wealth Management first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • 3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.