HCM
UNH icon

Hollencrest Capital Management’s UnitedHealth UNH Stock Holding History

Hollencrest Capital 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 		$726K Sell
1,746
-133,903
-99% -$49.6M 0.05% 183
2026
Q1 		$36.7M Hold
135,649
– – 1.36% 18
2025
Q4 		$44.8M Sell
135,649
-283
-0.2% -$95.9K 1.54% 14
2025
Q3 		$46.9M Sell
135,932
-124
-0.1% -$37.5K 1.69% 13
2025
Q2 		$42.4M Sell
136,056
-32
-0% -$12.2K 1.8% 12
2025
Q1 		$71.3M Sell
136,088
-343
-0.3% -$175K 3.08% 7
2024
Q4 		$69M Sell
136,431
-24
-0% -$13.6K 2.76% 6
2024
Q3 		$79.8M Buy
136,455
+248
+0.2% +$140K 3.28% 6
2024
Q2 		$69.4M Sell
136,207
-23
-0% -$11.3K 3.04% 6
2024
Q1 		$67.4M Buy
136,230
+130,428
+2,248% +$66.3M 3.09% 6
2023
Q4 		$3.05M Buy
5,802
+1,543
+36% +$823K 0.29% 51
2023
Q3 		$2.15M Hold
4,259
– – 0.24% 65
2023
Q2 		$2.05M Sell
4,259
-50
-1% -$24.4K 0.21% 68
2023
Q1 		$2.04M Buy
4,309
+1,911
+80% +$922K 0.22% 68
2022
Q4 		$1.27M Buy
2,398
+61
+3% +$32.3K 0.16% 79
2022
Q3 		$1.18M Buy
2,337
+19
+0.8% +$9.99K 0.15% 80
2022
Q2 		$1.19M Hold
2,318
– – 0.14% 86
2022
Q1 		$1.18M Buy
2,318
+40
+2% +$19.3K 0.11% 102
2021
Q4 		$1.14M Hold
2,278
– – 0.09% 110
2021
Q3 		$890K Buy
2,278
+52
+2% +$21.5K 0.08% 129
2021
Q2 		$891K Hold
2,226
– – 0.08% 129
2021
Q1 		$828K Hold
2,226
– – 0.08% 134
2020
Q4 		$781K Hold
2,226
– – 0.08% 128
2020
Q3 		$694K Buy
2,226
+40
+2% +$12.3K 0.08% 133
2020
Q2 		$645K Hold
2,186
– – 0.09% 128
2020
Q1 		$545K Buy
2,186
+1,170
+115% +$322K 0.08% 141
2019
Q4 		$299K Hold
1,016
– – 0.03% 229
2019
Q3 		$221K Sell
1,016
-55
-5% -$13.3K 0.03% 264
2019
Q2 		$261K Buy
1,071
+55
+5% +$13.2K 0.03% 233
2019
Q1 		$251K Hold
1,016
– – 0.03% 231
2018
Q4 		$253K Sell
1,016
-1,016
-50% -$268K 0.04% 216
2018
Q3 		$521K Buy
2,032
+1,004
+98% +$261K 0.03% 237
2018
Q2 		$252K Hold
1,028
– – 0.03% 227
2018
Q1 		$220K Hold
1,028
– – 0.03% 259
2017
Q4 		$227K Hold
1,028
– – 0.03% 256
2017
Q3 		$201K Buy
+1,028
New +$199K 0.03% 282
2017
Q1 		– Sell
-1,532
Closed -$245K – 378
2016
Q4 		$245K Buy
+1,532
New +$229K 0.04% 250
2015
Q3 		– Sell
-2,322
Closed -$283K – 433
2015
Q2 		$283K Buy
+2,322
New +$275K 0.04% 280
2015
Q1 		– Sell
-8,153
Closed -$825K – 467
2014
Q4 		$825K Sell
8,153
-1,036
-11% -$98.2K 0.11% 128
2014
Q3 		$792K Buy
9,189
+135
+1% +$11.4K 0.11% 130
2014
Q2 		$740K Sell
9,054
-94
-1% -$7.4K 0.1% 137
2014
Q1 		$750K Buy
+9,148
New +$689K 0.11% 126

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

Hollencrest Capital Management's UNH Position: Q2 2026 in Review

Hollencrest Capital Management reduced its UnitedHealth (UNH) stake by 99% in Q2 2026, selling an estimated $49.6M and leaving 1,746 shares worth $726K. The position accounts for 0.05% of the portfolio, ranked #183.

Hollencrest Capital Management first reported a position in UNH in Q1 2014 and has held it in 42 quarters since. The position peaked at $79.8M in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Hollencrest Capital Management held 1,746 shares of UnitedHealth worth $726K as of Q2 2026.
  • Hollencrest Capital Management sold 133,903 UnitedHealth shares in Q2 2026, an estimated $49.6M.
  • UnitedHealth made up 0.05% of Hollencrest Capital Management's portfolio in Q2 2026, its #183 holding.
  • Hollencrest Capital Management first reported a position in UnitedHealth in Q1 2014 and has held it in 42 quarters since.
  • Hollencrest Capital Management's UnitedHealth position peaked at $79.8M in Q3 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Hollencrest Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.