Van Hulzen 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
Q1 | $2.66M | Buy |
9,845
+1,002
| +11% | +$298K | 0.2% | 87 |
|
|
2025
Q4 | $2.92M | Sell |
8,843
-3,276
| -27% | -$1.11M | 0.21% | 82 |
|
|
2025
Q3 | $4.18M | Buy |
12,119
+6,548
| +118% | +$1.98M | 0.31% | 69 |
|
|
2025
Q2 | $1.74M | Sell |
5,571
-179
| -3% | -$68.4K | 0.15% | 112 |
|
|
2025
Q1 | $3.01M | Sell |
5,750
-16,531
| -74% | -$8.45M | 0.27% | 72 |
|
|
2024
Q4 | $11.3M | Buy |
22,281
+384
| +2% | +$218K | 0.82% | 33 |
|
|
2024
Q3 | $12.8M | Sell |
21,897
-4,119
| -16% | -$2.33M | 0.93% | 30 |
|
|
2024
Q2 | $13.2M | Buy |
26,016
+139
| +0.5% | +$68.1K | 0.89% | 34 |
|
|
2024
Q1 | $12.8M | Buy |
25,877
+1,495
| +6% | +$760K | 0.85% | 40 |
|
|
2023
Q4 | $12.8M | Buy |
24,382
+3,135
| +15% | +$1.67M | 0.9% | 36 |
|
|
2023
Q3 | $10.7M | Buy |
21,247
+13,914
| +190% | +$6.85M | 0.82% | 40 |
|
|
2023
Q2 | $3.52M | Buy |
7,333
+877
| +14% | +$429K | 0.3% | 68 |
|
|
2023
Q1 | $3.05M | Buy |
6,456
+2,605
| +68% | +$1.26M | 0.29% | 70 |
|
|
2022
Q4 | $2.04M | Buy |
3,851
+8
| +0.2% | +$4.24K | 0.24% | 88 |
|
|
2022
Q3 | $1.94M | Sell |
3,843
-67
| -2% | -$35.2K | 0.24% | 87 |
|
|
2022
Q2 | $2.01M | Sell |
3,910
-108
| -3% | -$54.2K | 0.24% | 86 |
|
|
2022
Q1 | $2.05M | Buy |
4,018
+118
| +3% | +$56.9K | 0.22% | 85 |
|
|
2021
Q4 | $1.96M | Buy |
3,900
+189
| +5% | +$85.6K | 0.21% | 86 |
|
|
2021
Q3 | $1.45M | Sell |
3,711
-2
| -0.1% | -$828 | 0.22% | 78 |
|
|
2021
Q2 | $1.49M | Buy |
3,713
+61
| +2% | +$24.3K | 0.22% | 75 |
|
|
2021
Q1 | $1.36M | Sell |
3,652
-397
| -10% | -$138K | 0.22% | 77 |
|
|
2020
Q4 | $1.42M | Sell |
4,049
-158
| -4% | -$53K | 0.22% | 80 |
|
|
2020
Q3 | $1.31M | Sell |
4,207
-1,578
| -27% | -$485K | 0.2% | 89 |
|
|
2020
Q2 | $1.71M | Buy |
5,785
+495
| +9% | +$142K | 0.26% | 67 |
|
|
2020
Q1 | $1.32M | Sell |
5,290
-586
| -10% | -$161K | 0.28% | 70 |
|
|
2019
Q4 | $1.73M | Sell |
5,876
-110
| -2% | -$28.8K | 0.33% | 69 |
|
|
2019
Q3 | $1.3M | Sell |
5,986
-18
| -0.3% | -$4.34K | 0.27% | 74 |
|
|
2019
Q2 | $1.47M | Buy |
6,004
+4,839
| +415% | +$1.16M | 0.32% | 64 |
|
|
2019
Q1 | $288K | Buy |
1,165
+26
| +2% | +$6.63K | 0.08% | 182 |
|
|
2018
Q4 | $284K | Buy |
1,139
+50
| +5% | +$13.2K | 0.08% | 173 |
|
|
2018
Q3 | $290K | Hold |
1,089
| – | – | 0.08% | 169 |
|
|
2018
Q2 | $267K | Hold |
1,089
| – | – | 0.08% | 162 |
|
|
2018
Q1 | $233K | Buy |
1,089
+12
| +1% | +$2.74K | 0.07% | 170 |
|
|
2017
Q4 | $237K | Buy |
+1,077
| New | +$228K | 0.07% | 184 |
|
|
2016
Q4 | – | Sell |
-735
| Closed | -$103K | – | 166 |
|
|
2016
Q3 | $103K | Hold |
735
| – | – | 0.06% | 151 |
|
|
2016
Q2 | $104K | Buy |
+735
| New | +$98K | 0.06% | 135 |
|
Other funds holding UNH
VCM
VPM
Van Hulzen Asset Management's UNH Position: Q1 2026 in Review
Van Hulzen Asset Management increased its UnitedHealth (UNH) stake by 11% in Q1 2026, buying an estimated $298K and bringing the position to 9,845 shares worth $2.66M. The position accounts for 0.2% of the portfolio, ranked #87.
Van Hulzen Asset Management first reported a position in UNH in Q2 2016 and has held it in 36 quarters since. The position peaked at $13.2M in Q2 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Van Hulzen Asset Management held 9,845 shares of UnitedHealth worth $2.66M as of Q1 2026.
- Van Hulzen Asset Management bought 1,002 UnitedHealth shares in Q1 2026, an estimated $298K.
- UnitedHealth made up 0.2% of Van Hulzen Asset Management's portfolio in Q1 2026, its #87 holding.
- Van Hulzen Asset Management first reported a position in UnitedHealth in Q2 2016 and has held it in 36 quarters since.
- Van Hulzen Asset Management's UnitedHealth position peaked at $13.2M in Q2 2024.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.