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Kohmann Bosshard Financial Services’s UnitedHealth UNH Stock Holding History

Kohmann Bosshard Financial Services’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 		$258K Buy
+621
New +$230K 0.02% 193
2026
Q1 		– Sell
-681
Closed -$225K – 586
2025
Q4 		$225K Buy
681
+10
+1% +$3.39K 0.02% 266
2025
Q3 		$232K Buy
+671
New +$203K 0.02% 200
2025
Q2 		– Sell
-608
Closed -$318K – 208
2025
Q1 		$318K Hold
608
– – 0.04% 156
2024
Q4 		$308K Hold
608
– – 0.04% 151
2024
Q3 		$355K Buy
608
+8
+1% +$4.53K 0.04% 140
2024
Q2 		$306K Hold
600
– – 0.04% 151
2024
Q1 		$297K Hold
600
– – 0.04% 157
2023
Q4 		$316K Buy
600
+200
+50% +$107K 0.05% 146
2023
Q3 		$202K Buy
+400
New +$197K 0.03% 172
2023
Q1 		– Sell
-400
Closed -$212K – 172
2022
Q4 		$212K Hold
400
– – 0.04% 143
2022
Q3 		$202K Hold
400
– – 0.04% 127
2022
Q2 		$205K Hold
400
– – 0.05% 133
2022
Q1 		$204K Sell
400
-3
-0.7% -$1.45K 0.04% 133
2021
Q4 		$202K Buy
+403
New +$182K 0.04% 110
2020
Q3 		– Sell
-401
Closed -$119K – 126
2020
Q2 		$119K Buy
+401
New +$115K 0.04% 115

Other funds holding UNH

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Kohmann Bosshard Financial Services's UNH Position: Q2 2026 in Review

Kohmann Bosshard Financial Services opened a new position in UnitedHealth (UNH) in Q2 2026: 621 shares worth $258K. The stake represents 0.02% of the portfolio and ranks #193 among its holdings. This is a return to the name: Kohmann Bosshard Financial Services previously reported a position in UNH as recently as Q4 2025.

Kohmann Bosshard Financial Services first reported a position in UNH in Q2 2020 and has held it in 16 quarters since. The position peaked at $355K in Q3 2024. 1,132 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Kohmann Bosshard Financial Services held 621 shares of UnitedHealth worth $258K as of Q2 2026.
  • UnitedHealth was a new Kohmann Bosshard Financial Services position in Q2 2026.
  • UnitedHealth made up 0.02% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #193 holding.
  • Kohmann Bosshard Financial Services first reported a position in UnitedHealth in Q2 2020 and has held it in 16 quarters since.
  • Kohmann Bosshard Financial Services's UnitedHealth position peaked at $355K in Q3 2024.
  • 1,132 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.