Poehling Capital Management’s UnitedHealth UNH Stock Holding History

Poehling Capital 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 Q2	$3.77M	Sell	9,075 -76	-0.8%	-$28.2K	0.81%	40
2026 Q1	$2.48M	Buy	9,151 +88	+1%	+$26.2K	0.52%	55
2025 Q4	$2.99M	Buy	9,063 +50	+0.6%	+$16.9K	0.61%	45
2025 Q3	$3.11M	Buy	+9,013	New	+$2.73M	0.65%	43
2022 Q3	–	Sell	-733	Closed	-$376K	–	129
2022 Q2	$376K	Sell	733 -7	-0.9%	-$3.52K	0.14%	84
2022 Q1	$377K	Buy	740 +190	+35%	+$91.6K	0.12%	105
2021 Q4	$276K	Hold	550	–	–	0.09%	116
2021 Q3	$215K	Hold	550	–	–	0.07%	128
2021 Q2	$220K	Hold	550	–	–	0.07%	137
2021 Q1	$205K	Buy	+550	New	+$191K	0.07%	144
2020 Q3	–	Sell	-825	Closed	-$243K	–	122
2020 Q2	$243K	Sell	825 -45	-5%	-$12.9K	0.13%	95
2020 Q1	$217K	Sell	870 -25	-3%	-$6.88K	0.16%	84
2019 Q4	$263K	Buy	+895	New	+$234K	0.17%	92
2019 Q3	–	Sell	-845	Closed	-$206K	–	107
2019 Q2	$206K	Buy	+845	New	+$203K	0.14%	99
2018 Q3	–	Sell	-645	Closed	-$158K	–	246
2018 Q2	$158K	Hold	645	–	–	0.14%	101
2018 Q1	$138K	Buy	645 +95	+17%	+$21.7K	0.11%	103
2017 Q4	$121K	Buy	+550	New	+$117K	0.1%	105

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Poehling Capital Management reduced its UnitedHealth (UNH) stake by 0.83% in Q2 2026, selling an estimated $28.2K and leaving 9,075 shares worth $3.77M. The position accounts for 0.81% of the portfolio, ranked #40.

Poehling Capital Management first reported a position in UNH in Q4 2017 and has held it in 17 quarters since. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Poehling Capital Management held 9,075 shares of UnitedHealth worth $3.77M as of Q2 2026.
Poehling Capital Management sold 76 UnitedHealth shares in Q2 2026, an estimated $28.2K.
UnitedHealth made up 0.81% of Poehling Capital Management's portfolio in Q2 2026, its #40 holding.
Poehling Capital Management first reported a position in UnitedHealth in Q4 2017 and has held it in 17 quarters since.
1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.