Thompson Investment 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 | $14M | Sell |
33,642
-8,653
| -20% | -$3.21M | 1.6% | 10 |
|
|
2026
Q1 | $11.4M | Buy |
42,295
+6,950
| +20% | +$2.07M | 1.48% | 16 |
|
|
2025
Q4 | $11.7M | Buy |
35,345
+72
| +0.2% | +$24.4K | 1.46% | 15 |
|
|
2025
Q3 | $12.2M | Buy |
35,273
+2,068
| +6% | +$625K | 1.62% | 11 |
|
|
2025
Q2 | $10.4M | Buy |
33,205
+16,644
| +101% | +$6.36M | 1.46% | 14 |
|
|
2025
Q1 | $8.67M | Buy |
16,561
+446
| +3% | +$228K | 1.3% | 23 |
|
|
2024
Q4 | $8.15M | Sell |
16,115
-103
| -0.6% | -$58.5K | 1.17% | 24 |
|
|
2024
Q3 | $9.48M | Buy |
16,218
+1,439
| +10% | +$814K | 1.35% | 20 |
|
|
2024
Q2 | $7.53M | Buy |
14,779
+432
| +3% | +$212K | 1.16% | 26 |
|
|
2024
Q1 | $7.1M | Buy |
14,347
+315
| +2% | +$160K | 1.07% | 35 |
|
|
2023
Q4 | $7.39M | Sell |
14,032
-618
| -4% | -$330K | 1.19% | 28 |
|
|
2023
Q3 | $7.39M | Sell |
14,650
-680
| -4% | -$335K | 1.31% | 23 |
|
|
2023
Q2 | $7.37M | Buy |
15,330
+172
| +1% | +$84.1K | 1.2% | 29 |
|
|
2023
Q1 | $7.16M | Buy |
15,158
+2,519
| +20% | +$1.22M | 1.21% | 27 |
|
|
2022
Q4 | $6.7M | Sell |
12,639
-263
| -2% | -$139K | 1.23% | 27 |
|
|
2022
Q3 | $6.52M | Sell |
12,902
-1,364
| -10% | -$717K | 1.26% | 20 |
|
|
2022
Q2 | $7.33M | Sell |
14,266
-1,743
| -11% | -$875K | 1.27% | 20 |
|
|
2022
Q1 | $8.16M | Buy |
16,009
+358
| +2% | +$173K | 1.2% | 27 |
|
|
2021
Q4 | $7.86M | Sell |
15,651
-1,062
| -6% | -$481K | 1.11% | 28 |
|
|
2021
Q3 | $6.53M | Sell |
16,713
-337
| -2% | -$140K | 0.97% | 31 |
|
|
2021
Q2 | $6.83M | Buy |
17,050
+1,627
| +11% | +$649K | 0.99% | 33 |
|
|
2021
Q1 | $5.74M | Buy |
15,423
+6,685
| +77% | +$2.32M | 0.87% | 38 |
|
|
2020
Q4 | $3.06M | Hold |
8,738
| – | – | 0.52% | 72 |
|
|
2020
Q3 | $2.72M | Buy |
8,738
+2
| +0% | +$614 | 0.51% | 70 |
|
|
2020
Q2 | $2.58M | Sell |
8,736
-705
| -7% | -$202K | 0.5% | 71 |
|
|
2020
Q1 | $2.35M | Buy |
9,441
+1,500
| +19% | +$413K | 0.52% | 64 |
|
|
2019
Q4 | $2.33M | Sell |
7,941
-491
| -6% | -$128K | 0.38% | 84 |
|
|
2019
Q3 | $1.83M | Hold |
8,432
| – | – | 0.36% | 82 |
|
|
2019
Q2 | $2.06M | Buy |
8,432
+172
| +2% | +$41.4K | 0.4% | 78 |
|
|
2019
Q1 | $2.04M | Buy |
8,260
+3,100
| +60% | +$791K | 0.39% | 82 |
|
|
2018
Q4 | $1.28M | Buy |
5,160
+4,258
| +472% | +$1.12M | 0.3% | 83 |
|
|
2018
Q3 | $240K | Hold |
902
| – | – | 0.04% | 165 |
|
|
2018
Q2 | $221K | Sell |
902
-108
| -11% | -$25.9K | 0.04% | 169 |
|
|
2018
Q1 | $216K | Sell |
1,010
-50
| -5% | -$11.4K | 0.04% | 173 |
|
|
2017
Q4 | $234K | Sell |
1,060
-30
| -3% | -$6.36K | 0.04% | 168 |
|
|
2017
Q3 | $213K | Hold |
1,090
| – | – | 0.04% | 171 |
|
|
2017
Q2 | $202K | Buy |
+1,090
| New | +$191K | 0.04% | 172 |
|
|
2016
Q4 | – | Sell |
-1,690
| Closed | -$237K | – | 183 |
|
|
2016
Q3 | $237K | Hold |
1,690
| – | – | 0.05% | 159 |
|
|
2016
Q2 | $239K | Sell |
1,690
-27
| -2% | -$3.6K | 0.05% | 157 |
|
|
2016
Q1 | $221K | Hold |
1,717
| – | – | 0.05% | 156 |
|
|
2015
Q4 | $202K | Buy |
+1,717
| New | +$201K | 0.04% | 164 |
|
|
2015
Q3 | – | Sell |
-1,690
| Closed | -$206K | – | 173 |
|
|
2015
Q2 | $206K | Buy |
+1,690
| New | +$200K | 0.04% | 159 |
|
Other funds holding UNH
PAM
ECSS
Thompson Investment Management's UNH Position: Q2 2026 in Review
Thompson Investment Management reduced its UnitedHealth (UNH) stake by 20% in Q2 2026, selling an estimated $3.21M and leaving 33,642 shares worth $14M. The position accounts for 1.6% of the portfolio, ranked #10.
Thompson Investment Management first reported a position in UNH in Q2 2015 and has held it in 42 quarters since. 1,444 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Thompson Investment Management held 33,642 shares of UnitedHealth worth $14M as of Q2 2026.
- Thompson Investment Management sold 8,653 UnitedHealth shares in Q2 2026, an estimated $3.21M.
- UnitedHealth made up 1.6% of Thompson Investment Management's portfolio in Q2 2026, its #10 holding.
- Thompson Investment Management first reported a position in UnitedHealth in Q2 2015 and has held it in 42 quarters since.
- 1,444 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Thompson Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.