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Nicholas Hoffman & Company’s UnitedHealth UNH Stock Holding History

Nicholas Hoffman & Company’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 		$1.17M Buy
2,812
+233
+9% +$86.4K 0.02% 139
2026
Q1 		$698K Buy
2,579
+46
+2% +$13.7K 0.02% 196
2025
Q4 		$836K Buy
2,533
+44
+2% +$14.9K 0.02% 169
2025
Q3 		$859K Sell
2,489
-58
-2% -$17.5K 0.02% 163
2025
Q2 		$795K Sell
2,547
-377
-13% -$144K 0.02% 160
2025
Q1 		$1.53M Buy
2,924
+280
+11% +$143K 0.06% 87
2024
Q4 		$1.34M Buy
2,644
+183
+7% +$104K 0.05% 95
2024
Q3 		$1.44M Buy
2,461
+14
+0.6% +$7.92K 0.06% 96
2024
Q2 		$1.25M Sell
2,447
-19
-0.8% -$9.31K 0.06% 101
2024
Q1 		$1.22M Sell
2,466
-48
-2% -$24.4K 0.06% 103
2023
Q4 		$1.32M Buy
2,514
+126
+5% +$67.2K 0.08% 92
2023
Q3 		$1.2M Buy
2,388
+3
+0.1% +$1.48K 0.09% 91
2023
Q2 		$1.15M Sell
2,385
-247
-9% -$121K 0.04% 101
2023
Q1 		$1.24M Buy
2,632
+68
+3% +$32.8K 0.11% 94
2022
Q4 		$1.36M Buy
2,564
+1
+0% +$530 0.15% 89
2022
Q3 		$1.29M Buy
2,563
+2
+0.1% +$1.05K 0.06% 80
2022
Q2 		$1.32M Sell
2,561
-87
-3% -$43.7K 0.06% 81
2022
Q1 		$1.35M Sell
2,648
-40
-1% -$19.3K 0.05% 81
2021
Q4 		$1.35M Buy
2,688
+192
+8% +$86.9K 0.04% 79
2021
Q3 		$975K Buy
2,496
+188
+8% +$77.9K 0.17% 111
2021
Q2 		$924K Buy
2,308
+432
+23% +$172K 0.17% 112
2021
Q1 		$698K Buy
1,876
+1,091
+139% +$378K 0.14% 127
2020
Q4 		$275K Sell
785
-10
-1% -$3.35K 0.06% 189
2020
Q3 		$248K Sell
795
-89
-10% -$27.3K 0.07% 168
2020
Q2 		$261K Buy
+884
New +$253K 0.08% 166
2020
Q1 		– Sell
-796
Closed -$234K – 209
2019
Q4 		$234K Buy
+796
New +$208K 0.06% 180
2019
Q3 		– Sell
-2,374
Closed -$579K – 201
2019
Q2 		$579K Sell
2,374
-1,011
-30% -$243K 0.18% 115
2019
Q1 		$837K Buy
3,385
+331
+11% +$84.4K 0.27% 90
2018
Q4 		$761K Buy
3,054
+487
+19% +$129K 0.26% 87
2018
Q3 		$683K Buy
2,567
+79
+3% +$20.5K 0.23% 98
2018
Q2 		$610K Buy
2,488
+171
+7% +$41.1K 0.22% 98
2018
Q1 		$496K Buy
2,317
+221
+11% +$50.5K 0.19% 106
2017
Q4 		$462K Sell
2,096
-7
-0.3% -$1.48K 0.18% 108
2017
Q3 		$412K Buy
2,103
+42
+2% +$8.11K 0.17% 108
2017
Q2 		$382K Buy
2,061
+101
+5% +$17.7K 0.17% 107
2017
Q1 		$321K Buy
1,960
+52
+3% +$8.52K 0.15% 113
2016
Q4 		$308K Buy
1,908
+176
+10% +$26.3K 0.16% 122
2016
Q3 		$242K Buy
1,732
+161
+10% +$22.5K 0.13% 121
2016
Q2 		$222K Buy
+1,571
New +$209K 0.13% 125

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Nicholas Hoffman & Company's UNH Position: Q2 2026 in Review

Nicholas Hoffman & Company increased its UnitedHealth (UNH) stake by 9% in Q2 2026, buying an estimated $86.4K and bringing the position to 2,812 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #139.

Nicholas Hoffman & Company first reported a position in UNH in Q2 2016 and has held it in 39 quarters since. The position peaked at $1.53M in Q1 2025. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Nicholas Hoffman & Company held 2,812 shares of UnitedHealth worth $1.17M as of Q2 2026.
  • Nicholas Hoffman & Company bought 233 UnitedHealth shares in Q2 2026, an estimated $86.4K.
  • UnitedHealth made up 0.02% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #139 holding.
  • Nicholas Hoffman & Company first reported a position in UnitedHealth in Q2 2016 and has held it in 39 quarters since.
  • Nicholas Hoffman & Company's UnitedHealth position peaked at $1.53M in Q1 2025.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.