Occidental Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $221K | Buy |
+532
| New | +$197K | 0.02% | 291 |
|
|
2025
Q4 | – | Sell |
-652
| Closed | -$225K | – | 317 |
|
|
2025
Q3 | $225K | Buy |
+652
| New | +$197K | 0.03% | 246 |
|
|
2025
Q2 | – | Sell |
-8,358
| Closed | -$4.38M | – | 281 |
|
|
2025
Q1 | $4.38M | Buy |
8,358
+787
| +10% | +$402K | 0.66% | 43 |
|
|
2024
Q4 | $3.83M | Buy |
7,571
+574
| +8% | +$326K | 0.6% | 47 |
|
|
2024
Q3 | $4.09M | Buy |
6,997
+328
| +5% | +$186K | 0.66% | 39 |
|
|
2024
Q2 | $3.4M | Buy |
6,669
+376
| +6% | +$184K | 0.6% | 47 |
|
|
2024
Q1 | $3.11M | Buy |
6,293
+106
| +2% | +$53.9K | 0.58% | 48 |
|
|
2023
Q4 | $3.26M | Sell |
6,187
-460
| -7% | -$245K | 0.68% | 32 |
|
|
2023
Q3 | $3.35M | Buy |
6,647
+116
| +2% | +$57.1K | 0.78% | 26 |
|
|
2023
Q2 | $3.14M | Buy |
6,531
+102
| +2% | +$49.9K | 0.71% | 27 |
|
|
2023
Q1 | $3.04M | Buy |
6,429
+75
| +1% | +$36.2K | 0.76% | 29 |
|
|
2022
Q4 | $3.37M | Buy |
6,354
+332
| +6% | +$176K | 0.92% | 20 |
|
|
2022
Q3 | $3.04M | Buy |
6,022
+94
| +2% | +$49.4K | 0.91% | 21 |
|
|
2022
Q2 | $3.04M | Sell |
5,928
-47
| -0.8% | -$23.6K | 0.9% | 22 |
|
|
2022
Q1 | $3.05M | Buy |
5,975
+89
| +2% | +$42.9K | 0.78% | 23 |
|
|
2021
Q4 | $2.96M | Buy |
5,886
+124
| +2% | +$56.1K | 0.7% | 27 |
|
|
2021
Q3 | $2.25M | Buy |
5,762
+203
| +4% | +$84.1K | 0.58% | 37 |
|
|
2021
Q2 | $2.23M | Buy |
5,559
+233
| +4% | +$92.9K | 0.59% | 36 |
|
|
2021
Q1 | $1.98M | Buy |
5,326
+815
| +18% | +$282K | 0.59% | 34 |
|
|
2020
Q4 | $1.58M | Buy |
4,511
+294
| +7% | +$98.5K | 0.52% | 38 |
|
|
2020
Q3 | $1.31M | Sell |
4,217
-33
| -0.8% | -$10.1K | 0.55% | 37 |
|
|
2020
Q2 | $1.25M | Buy |
4,250
+62
| +1% | +$17.8K | 0.55% | 35 |
|
|
2020
Q1 | $1.04M | Sell |
4,188
-274
| -6% | -$75.4K | 0.53% | 39 |
|
|
2019
Q4 | $1.31M | Buy |
4,462
+392
| +10% | +$103K | 0.53% | 33 |
|
|
2019
Q3 | $884K | Buy |
4,070
+2,970
| +270% | +$717K | 0.37% | 58 |
|
|
2019
Q2 | $268K | Hold |
1,100
| – | – | 0.12% | 128 |
|
|
2019
Q1 | $272K | Hold |
1,100
| – | – | 0.13% | 124 |
|
|
2018
Q4 | $274K | Hold |
1,100
| – | – | 0.15% | 115 |
|
|
2018
Q3 | $293K | Hold |
1,100
| – | – | 0.15% | 131 |
|
|
2018
Q2 | $270K | Hold |
1,100
| – | – | 0.14% | 127 |
|
|
2018
Q1 | $235K | Hold |
1,100
| – | – | 0.13% | 129 |
|
|
2017
Q4 | $243K | Hold |
1,100
| – | – | 0.13% | 129 |
|
|
2017
Q3 | $215K | Hold |
1,100
| – | – | 0.12% | 126 |
|
|
2017
Q2 | $204K | Buy |
+1,100
| New | +$193K | 0.12% | 134 |
|
|
2016
Q4 | – | Sell |
-1,525
| Closed | -$214K | – | 137 |
|
|
2016
Q3 | $214K | Hold |
1,525
| – | – | 0.17% | 88 |
|
|
2016
Q2 | $215K | Buy |
+1,525
| New | +$203K | 0.19% | 88 |
|
Other funds holding UNH
Occidental Asset Management's UNH Position: Q2 2026 in Review
Occidental Asset Management opened a new position in UnitedHealth (UNH) in Q2 2026: 532 shares worth $221K. The stake represents 0.02% of the portfolio and ranks #291 among its holdings. This is a return to the name: Occidental Asset Management previously reported a position in UNH as recently as Q3 2025.
Occidental Asset Management first reported a position in UNH in Q2 2016 and has held it in 36 quarters since. The position peaked at $4.38M in Q1 2025. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Occidental Asset Management held 532 shares of UnitedHealth worth $221K as of Q2 2026.
- UnitedHealth was a new Occidental Asset Management position in Q2 2026.
- UnitedHealth made up 0.02% of Occidental Asset Management's portfolio in Q2 2026, its #291 holding.
- Occidental Asset Management first reported a position in UnitedHealth in Q2 2016 and has held it in 36 quarters since.
- Occidental Asset Management's UnitedHealth position peaked at $4.38M in Q1 2025.
- 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.