HCM
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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 		– Sell
-200
Closed -$54.1K – 1351
2026
Q1 		$54.1K Buy
+200
New +$59.6K ﹤0.01% 531
2025
Q3 		– Sell
-100
Closed -$31.2K – 1219
2025
Q2 		$31.2K Buy
+100
New +$38.2K ﹤0.01% 592

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.