Holt Capital Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $565K | Buy |
1,359
+34
| +3% | +$12.6K | 0.07% | 122 |
|
|
2026
Q1 | $359K | Sell |
1,325
-40
| -3% | -$11.9K | 0.05% | 137 |
|
|
2025
Q4 | $451K | Hold |
1,365
| – | – | 0.06% | 122 |
|
|
2025
Q3 | $471K | Hold |
1,365
| – | – | 0.08% | 114 |
|
|
2025
Q2 | $426K | Hold |
1,365
| – | – | 0.07% | 118 |
|
|
2025
Q1 | $715K | Sell |
1,365
-150
| -10% | -$76.7K | 0.11% | 107 |
|
|
2024
Q4 | $766K | Buy |
1,515
+146
| +11% | +$83K | 0.12% | 105 |
|
|
2024
Q3 | $800K | Buy |
1,369
+4
| +0.3% | +$2.26K | 0.12% | 104 |
|
|
2024
Q2 | $695K | Buy |
1,365
+136
| +11% | +$66.7K | 0.15% | 89 |
|
|
2024
Q1 | $608K | Buy |
1,229
+14
| +1% | +$7.12K | 0.1% | 114 |
|
|
2023
Q4 | $640K | Hold |
1,215
| – | – | 0.11% | 102 |
|
|
2023
Q3 | $613K | Hold |
1,215
| – | – | 0.12% | 101 |
|
|
2023
Q2 | $584K | Buy |
1,215
+50
| +4% | +$24.4K | 0.11% | 105 |
|
|
2023
Q1 | $551K | Hold |
1,165
| – | – | 0.11% | 104 |
|
|
2022
Q4 | $618K | Hold |
1,165
| – | – | 0.12% | 96 |
|
|
2022
Q3 | $588K | Buy |
1,165
+5
| +0.4% | +$2.63K | 0.18% | 82 |
|
|
2022
Q2 | $596K | Hold |
1,160
| – | – | 0.12% | 101 |
|
|
2022
Q1 | $592K | Hold |
1,160
| – | – | 0.11% | 110 |
|
|
2021
Q4 | $582K | Hold |
1,160
| – | – | 0.1% | 107 |
|
|
2021
Q3 | $453K | Hold |
1,160
| – | – | 0.09% | 117 |
|
|
2021
Q2 | $465K | Hold |
1,160
| – | – | 0.09% | 114 |
|
|
2021
Q1 | $432K | Hold |
1,160
| – | – | 0.09% | 110 |
|
|
2020
Q4 | $407K | Buy |
1,160
+35
| +3% | +$11.7K | 0.09% | 111 |
|
|
2020
Q3 | $351K | Hold |
1,125
| – | – | 0.09% | 111 |
|
|
2020
Q2 | $332K | Hold |
1,125
| – | – | 0.09% | 112 |
|
|
2020
Q1 | $281K | Sell |
1,125
-248
| -18% | -$68.2K | 0.09% | 110 |
|
|
2019
Q4 | $404K | Buy |
1,373
+248
| +22% | +$64.9K | 0.1% | 113 |
|
|
2019
Q3 | $244K | Hold |
1,125
| – | – | 0.07% | 130 |
|
|
2019
Q2 | $275K | Hold |
1,125
| – | – | 0.08% | 126 |
|
|
2019
Q1 | $278K | Hold |
1,125
| – | – | 0.08% | 125 |
|
|
2018
Q4 | $280K | Hold |
1,125
| – | – | 0.09% | 120 |
|
|
2018
Q3 | $299K | Hold |
1,125
| – | – | 0.08% | 121 |
|
|
2018
Q2 | $276K | Hold |
1,125
| – | – | 0.08% | 126 |
|
|
2018
Q1 | $241K | Hold |
1,125
| – | – | 0.07% | 129 |
|
|
2017
Q4 | $248K | Hold |
1,125
| – | – | 0.08% | 131 |
|
|
2017
Q3 | $220K | Hold |
1,125
| – | – | 0.07% | 134 |
|
|
2017
Q2 | $209K | Buy |
+1,125
| New | +$197K | 0.07% | 132 |
|
|
2016
Q2 | – | Sell |
-1,125
| Closed | -$145K | – | 195 |
|
|
2016
Q1 | $145K | Buy |
+1,125
| New | +$133K | 0.06% | 126 |
|
|
2015
Q4 | – | Sell |
-1,125
| Closed | -$131K | – | 195 |
|
|
2015
Q3 | $131K | Hold |
1,125
| – | – | 0.05% | 124 |
|
|
2015
Q2 | $137K | Hold |
1,125
| – | – | 0.06% | 127 |
|
|
2015
Q1 | $133K | Hold |
1,125
| – | – | 0.05% | 127 |
|
|
2014
Q4 | $114K | Buy |
+1,125
| New | +$107K | 0.05% | 135 |
|
|
2014
Q3 | – | Sell |
-1,125
| Closed | -$92K | – | 183 |
|
|
2014
Q2 | $92K | Hold |
1,125
| – | – | 0.05% | 117 |
|
|
2014
Q1 | $92K | Hold |
1,125
| – | – | 0.05% | 111 |
|
|
2013
Q4 | $85K | Buy |
+1,125
| New | +$80.8K | 0.05% | 118 |
|
Other funds holding UNH
Holt Capital Partners's UNH Position: Q2 2026 in Review
Holt Capital Partners increased its UnitedHealth (UNH) stake by 2.6% in Q2 2026, buying an estimated $12.6K and bringing the position to 1,359 shares worth $565K. The position accounts for 0.07% of the portfolio, ranked #122.
Holt Capital Partners first reported a position in UNH in Q4 2013 and has held it in 45 quarters since. The position peaked at $800K in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Holt Capital Partners held 1,359 shares of UnitedHealth worth $565K as of Q2 2026.
- Holt Capital Partners bought 34 UnitedHealth shares in Q2 2026, an estimated $12.6K.
- UnitedHealth made up 0.07% of Holt Capital Partners's portfolio in Q2 2026, its #122 holding.
- Holt Capital Partners first reported a position in UnitedHealth in Q4 2013 and has held it in 45 quarters since.
- Holt Capital Partners's UnitedHealth position peaked at $800K in Q3 2024.
- 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Holt Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.