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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Hohimer Wealth Management's UNH Position: Q1 2026 in Review

Hohimer Wealth Management increased its UnitedHealth (UNH) stake by 1,622% in Q1 2026, buying an estimated $4.88M and bringing the position to 17,405 shares worth $4.71M. The position accounts for 0.56% of the portfolio, ranked #45.

Hohimer Wealth Management first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.19M in Q4 2021. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Hohimer Wealth Management held 17,405 shares of UnitedHealth worth $4.71M as of Q1 2026.
  • Hohimer Wealth Management bought 16,394 UnitedHealth shares in Q1 2026, an estimated $4.88M.
  • UnitedHealth made up 0.56% of Hohimer Wealth Management's portfolio in Q1 2026, its #45 holding.
  • Hohimer Wealth Management first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
  • Hohimer Wealth Management's UnitedHealth position peaked at $6.19M in Q4 2021.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.