Palouse Capital 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
$4.74M Sell
11,414
-1,161
-9% -$430K 2.96% 5
2026
Q1
$3.4M Sell
12,575
-182
-1% -$54.2K 2.25% 15
2025
Q4
$4.21M Sell
12,757
-803
-6% -$272K 2.7% 9
2025
Q3
$4.68M Sell
13,560
-119
-0.9% -$36K 2.98% 5
2025
Q2
$4.27M Buy
13,679
+13,405
+4,892% +$5.12M 2.81% 5
2025
Q1
$143K Sell
274
-685
-71% -$350K 0.1% 79
2024
Q4
$485K Sell
959
-3,268
-77% -$1.86M 0.32% 60
2024
Q3
$2.47M Sell
4,227
-525
-11% -$297K 1.56% 28
2024
Q2
$2.42M Sell
4,752
-150
-3% -$73.5K 1.62% 26
2024
Q1
$2.42M Buy
4,902
+190
+4% +$96.6K 1.6% 23
2023
Q4
$2.48M Sell
4,712
-133
-3% -$70.9K 1.75% 19
2023
Q3
$2.44M Buy
4,845
+47
+1% +$23.1K 1.81% 19
2023
Q2
$2.31M Sell
4,798
-505
-10% -$247K 1.61% 30
2023
Q1
$2.51M Sell
5,303
-557
-10% -$269K 1.69% 26
2022
Q4
$73.2M Sell
5,860
-515
-8% -$273K 5.06% 5
2022
Q3
$3.22M Sell
6,375
-428
-6% -$225K 1.83% 20
2022
Q2
$3.49M Sell
6,803
-187
-3% -$93.9K 1.73% 23
2022
Q1
$3.56M Sell
6,990
-184
-3% -$88.7K 1.57% 23
2021
Q4
$3.6M Sell
7,174
-1,143
-14% -$517K 1.54% 24
2021
Q3
$3.25M Sell
8,317
-464
-5% -$192K 1.44% 26
2021
Q2
$3.52M Sell
8,781
-34
-0.4% -$13.6K 1.54% 22
2021
Q1
$3.28M Sell
8,815
-73
-0.8% -$25.3K 1.45% 29
2020
Q4
$3.12M Sell
8,888
-845
-9% -$283K 1.65% 25
2020
Q3
$3.04M Sell
9,733
-770
-7% -$237K 1.7% 26
2020
Q2
$3.1M Sell
10,503
-569
-5% -$163K 1.64% 30
2020
Q1
$2.76M Sell
11,072
-1,085
-9% -$299K 1.63% 31
2019
Q4
$3.57M Sell
12,157
-1,233
-9% -$323K 1.35% 35
2019
Q3
$2.91M Sell
13,390
-449
-3% -$108K 1.08% 39
2019
Q2
$3.38M Sell
13,839
-84
-0.6% -$20.2K 1.22% 40
2019
Q1
$3.44M Sell
13,923
-494
-3% -$126K 1.32% 39
2018
Q4
$3.59M Sell
14,417
-355
-2% -$93.8K 1.42% 33
2018
Q3
$3.93M Sell
14,772
-335
-2% -$87.1K 1.37% 36
2018
Q2
$3.71M Sell
15,107
-561
-4% -$135K 1.25% 40
2018
Q1
$3.35M Sell
15,668
-7,205
-32% -$1.65M 1.12% 44
2017
Q4
$5.04M Sell
22,873
-437
-2% -$92.6K 1.7% 25
2017
Q3
$4.57M Sell
23,310
-2,805
-11% -$542K 1.53% 29
2017
Q2
$4.84M Sell
26,115
-342
-1% -$60K 1.76% 23
2017
Q1
$4.34M Sell
26,457
-182
-0.7% -$29.8K 1.65% 26
2016
Q4
$4.26M Sell
26,639
-2,332
-8% -$348K 1.74% 22
2016
Q3
$4.06M Sell
28,971
-1,155
-4% -$162K 1.73% 23
2016
Q2
$4.25M Sell
30,126
-1,351
-4% -$180K 1.73% 22
2016
Q1
$4.06M Sell
31,477
-15,670
-33% -$1.85M 1.66% 24
2015
Q4
$5.55M Sell
47,147
-1,455
-3% -$170K 2.16% 9
2015
Q3
$5.64M Buy
48,602
+10,321
+27% +$1.24M 2.17% 9
2015
Q2
$4.67M Buy
38,281
+19,011
+99% +$2.25M 1.64% 17
2015
Q1
$2.28M Sell
19,270
-2,231
-10% -$248K 0.8% 57
2014
Q4
$2.17M Sell
21,501
-1,568
-7% -$149K 0.77% 59
2014
Q3
$1.99M Buy
23,069
+87
+0.4% +$7.35K 0.76% 63
2014
Q2
$1.88M Buy
22,982
+933
+4% +$73.4K 0.69% 67
2014
Q1
$1.81M Sell
22,049
-763
-3% -$57.4K 0.68% 63
2013
Q4
$1.72M Buy
22,812
+747
+3% +$53.7K 0.66% 63
2013
Q3
$1.58M Sell
22,065
-245
-1% -$17.5K 0.64% 63
2013
Q2
$1.46M Buy
+22,310
New +$1.39M 0.62% 63

Other funds holding UNH

Palouse Capital Management's UNH Position: Q2 2026 in Review

Palouse Capital Management reduced its UnitedHealth (UNH) stake by 9.2% in Q2 2026, selling an estimated $430K and leaving 11,414 shares worth $4.74M. The position accounts for 2.96% of the portfolio, ranked #5.

Palouse Capital Management first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $73.2M in Q4 2022. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Palouse Capital Management held 11,414 shares of UnitedHealth worth $4.74M as of Q2 2026.
  • Palouse Capital Management sold 1,161 UnitedHealth shares in Q2 2026, an estimated $430K.
  • UnitedHealth made up 2.96% of Palouse Capital Management's portfolio in Q2 2026, its #5 holding.
  • Palouse Capital Management first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
  • Palouse Capital Management's UnitedHealth position peaked at $73.2M in Q4 2022.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Palouse Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.