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Hoxton Planning & Management’s UnitedHealth UNH Stock Holding History

Hoxton Planning & 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 		$399K Buy
959
+182
+23% +$67.5K 0.1% 147
2026
Q1 		$210K Sell
777
-175
-18% -$52.1K 0.06% 212
2025
Q4 		$314K Buy
952
+123
+15% +$41.7K 0.09% 149
2025
Q3 		$286K Sell
829
-155
-16% -$46.9K 0.09% 160
2025
Q2 		$307K Sell
984
-234
-19% -$89.4K 0.11% 151
2025
Q1 		$638K Sell
1,218
-190
-13% -$97.1K 0.24% 82
2024
Q4 		$712K Sell
1,408
-104
-7% -$59.1K 0.27% 73
2024
Q3 		$884K Buy
1,512
+356
+31% +$201K 0.34% 51
2024
Q2 		$589K Sell
1,156
-78
-6% -$38.2K 0.27% 69
2024
Q1 		$610K Sell
1,234
-81
-6% -$41.2K 0.29% 64
2023
Q4 		$692K Buy
1,315
+75
+6% +$40K 0.37% 48
2023
Q3 		$625K Buy
1,240
+6
+0.5% +$2.95K 0.41% 50
2023
Q2 		$593K Buy
1,234
+3
+0.2% +$1.47K 0.37% 54
2023
Q1 		$582K Sell
1,231
-225
-15% -$109K 0.32% 63
2022
Q4 		$772K Buy
+1,456
New +$771K 0.41% 45

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Hoxton Planning & Management's UNH Position: Q2 2026 in Review

Hoxton Planning & Management increased its UnitedHealth (UNH) stake by 23% in Q2 2026, buying an estimated $67.5K and bringing the position to 959 shares worth $399K. The position accounts for 0.1% of the portfolio, ranked #147.

Hoxton Planning & Management first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $884K in Q3 2024. 749 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Hoxton Planning & Management held 959 shares of UnitedHealth worth $399K as of Q2 2026.
  • Hoxton Planning & Management bought 182 UnitedHealth shares in Q2 2026, an estimated $67.5K.
  • UnitedHealth made up 0.1% of Hoxton Planning & Management's portfolio in Q2 2026, its #147 holding.
  • Hoxton Planning & Management first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Hoxton Planning & Management's UnitedHealth position peaked at $884K in Q3 2024.
  • 749 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.