Hotchkis & Wiley Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $479M | Buy |
1,769,068
+308,855
| +21% | +$92M | 1.48% | 23 |
|
|
2025
Q4 | $482M | Buy |
1,460,213
+47,318
| +3% | +$16M | 1.44% | 20 |
|
|
2025
Q3 | $488M | Buy |
1,412,895
+718,525
| +103% | +$217M | 1.51% | 21 |
|
|
2025
Q2 | $217M | Buy |
+694,370
| New | +$265M | 0.7% | 45 |
|
|
2022
Q2 | – | Sell |
-436,819
| Closed | -$223M | – | 499 |
|
|
2022
Q1 | $223M | Sell |
436,819
-66,470
| -13% | -$32.1M | 0.71% | 45 |
|
|
2021
Q4 | $253M | Sell |
503,289
-41,785
| -8% | -$18.9M | 0.8% | 42 |
|
|
2021
Q3 | $213M | Sell |
545,074
-24,110
| -4% | -$9.99M | 0.68% | 47 |
|
|
2021
Q2 | $228M | Sell |
569,184
-303,972
| -35% | -$121M | 0.7% | 47 |
|
|
2021
Q1 | $325M | Sell |
873,156
-20,580
| -2% | -$7.13M | 0.99% | 38 |
|
|
2020
Q4 | $313M | Sell |
893,736
-50,380
| -5% | -$16.9M | 1.1% | 34 |
|
|
2020
Q3 | $294M | Sell |
944,116
-17,196
| -2% | -$5.28M | 1.34% | 27 |
|
|
2020
Q2 | $284M | Sell |
961,312
-148,178
| -13% | -$42.5M | 1.32% | 28 |
|
|
2020
Q1 | $277M | Buy |
1,109,490
+638,110
| +135% | +$176M | 1.56% | 20 |
|
|
2019
Q4 | $139M | Sell |
471,380
-9,370
| -2% | -$2.45M | 0.48% | 59 |
|
|
2019
Q3 | $104M | Buy |
+480,750
| New | +$116M | 0.42% | 60 |
|
|
2015
Q3 | – | Sell |
-1,743,984
| Closed | -$213M | – | 196 |
|
|
2015
Q2 | $213M | Sell |
1,743,984
-1,214,440
| -41% | -$144M | 0.75% | 47 |
|
|
2015
Q1 | $350M | Sell |
2,958,424
-1,817,400
| -38% | -$202M | 1.22% | 29 |
|
|
2014
Q4 | $483M | Sell |
4,775,824
-1,096,164
| -19% | -$104M | 1.68% | 17 |
|
|
2014
Q3 | $506M | Sell |
5,871,988
-1,028,951
| -15% | -$87M | 1.84% | 13 |
|
|
2014
Q2 | $564M | Buy |
6,900,939
+293,513
| +4% | +$23.1M | 1.99% | 12 |
|
|
2014
Q1 | $542M | Buy |
6,607,426
+674,852
| +11% | +$50.8M | 2.01% | 14 |
|
|
2013
Q4 | $447M | Buy |
5,932,574
+194,650
| +3% | +$14M | 1.91% | 14 |
|
|
2013
Q3 | $411M | Sell |
5,737,924
-54,407
| -0.9% | -$3.89M | 1.89% | 17 |
|
|
2013
Q2 | $379M | Buy |
+5,792,331
| New | +$360M | 1.89% | 14 |
|
Other funds holding UNH
VCM
VPM
