Hoxton Planning & Management
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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
Q3 		$350K Sell
953
-6
-0.6% -$2.42K 0.09% 150
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Hoxton Planning & Management's UNH Position: Q3 2026 in Review

Hoxton Planning & Management reduced its UnitedHealth (UNH) stake by 0.63% in Q3 2026, selling an estimated $2.42K and leaving 953 shares worth $350K. The position accounts for 0.09% of the portfolio, ranked #150.

Hoxton Planning & Management first reported a position in UNH in Q4 2022 and has held it in 16 quarters since. The position peaked at $884K in Q3 2024. 1,947 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Hoxton Planning & Management held 953 shares of UnitedHealth worth $350K as of Q3 2026.
  • Hoxton Planning & Management sold 6 UnitedHealth shares in Q3 2026, an estimated $2.42K.
  • UnitedHealth made up 0.09% of Hoxton Planning & Management's portfolio in Q3 2026, its #150 holding.
  • Hoxton Planning & Management first reported a position in UnitedHealth in Q4 2022 and has held it in 16 quarters since.
  • Hoxton Planning & Management's UnitedHealth position peaked at $884K in Q3 2024.
  • 1,947 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.