Hotchkis & Wiley Capital Management
UNH icon

Hotchkis & Wiley Capital Management’s UnitedHealth UNH Stock Holding History

Hotchkis & Wiley 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 		$430M Sell
1,035,250
-733,818
-41% -$272M 1.25% 26
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 – 497
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 0.79% 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 0.69% 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

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

Hotchkis & Wiley Capital Management's UNH Position: Q2 2026 in Review

Hotchkis & Wiley Capital Management reduced its UnitedHealth (UNH) stake by 41% in Q2 2026, selling an estimated $272M and leaving 1,035,250 shares worth $430M. The position accounts for 1.25% of the portfolio, ranked #26.

Hotchkis & Wiley Capital Management first reported a position in UNH in Q2 2013 and has held it in 25 quarters since. The position peaked at $564M in Q2 2014. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Hotchkis & Wiley Capital Management held 1,035,250 shares of UnitedHealth worth $430M as of Q2 2026.
  • Hotchkis & Wiley Capital Management sold 733,818 UnitedHealth shares in Q2 2026, an estimated $272M.
  • UnitedHealth made up 1.25% of Hotchkis & Wiley Capital Management's portfolio in Q2 2026, its #26 holding.
  • Hotchkis & Wiley Capital Management first reported a position in UnitedHealth in Q2 2013 and has held it in 25 quarters since.
  • Hotchkis & Wiley Capital Management's UnitedHealth position peaked at $564M in Q2 2014.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.