Westside 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 | $1.49M | Sell |
3,589
-227
| -6% | -$84.1K | 0.2% | 118 |
|
|
2026
Q1 | $1.03M | Sell |
3,816
-557
| -13% | -$166K | 0.16% | 136 |
|
|
2025
Q4 | $1.44M | Sell |
4,373
-435
| -9% | -$147K | 0.23% | 99 |
|
|
2025
Q3 | $1.66M | Buy |
4,808
+792
| +20% | +$240K | 0.27% | 88 |
|
|
2025
Q2 | $1.25M | Buy |
4,016
+589
| +17% | +$225K | 0.23% | 101 |
|
|
2025
Q1 | $1.79M | Buy |
3,427
+217
| +7% | +$111K | 0.38% | 67 |
|
|
2024
Q4 | $1.62M | Buy |
3,210
+451
| +16% | +$256K | 0.34% | 74 |
|
|
2024
Q3 | $1.61M | Sell |
2,759
-8
| -0.3% | -$4.53K | 0.34% | 77 |
|
|
2024
Q2 | $1.41M | Buy |
2,767
+784
| +40% | +$384K | 0.32% | 79 |
|
|
2024
Q1 | $981K | Sell |
1,983
-321
| -14% | -$163K | 0.24% | 108 |
|
|
2023
Q4 | $1.21M | Sell |
2,304
-70
| -3% | -$37.3K | 0.31% | 86 |
|
|
2023
Q3 | $1.2M | Sell |
2,374
-66
| -3% | -$32.5K | 0.34% | 76 |
|
|
2023
Q2 | $1.17M | Buy |
2,440
+37
| +2% | +$18.1K | 0.33% | 78 |
|
|
2023
Q1 | $1.14M | Sell |
2,403
-141
| -6% | -$68K | 0.33% | 80 |
|
|
2022
Q4 | $1.35K | Sell |
2,544
-134
| -5% | -$71K | ﹤0.01% | 247 |
|
|
2022
Q3 | $1.35K | Sell |
2,678
-76
| -3% | -$40K | ﹤0.01% | 255 |
|
|
2022
Q2 | $1.41K | Sell |
2,754
-111
| -4% | -$55.7K | ﹤0.01% | 250 |
|
|
2022
Q1 | $1.46K | Sell |
2,865
-174
| -6% | -$83.9K | ﹤0.01% | 255 |
|
|
2021
Q4 | $1.53K | Sell |
3,039
-2
| -0.1% | -$905 | ﹤0.01% | 245 |
|
|
2021
Q3 | $1.19K | Sell |
3,041
-72
| -2% | -$29.8K | ﹤0.01% | 246 |
|
|
2021
Q2 | $1.25K | Sell |
3,113
-179
| -5% | -$71.4K | ﹤0.01% | 238 |
|
|
2021
Q1 | $1.22K | Sell |
3,292
-10
| -0.3% | -$3.46K | ﹤0.01% | 230 |
|
|
2020
Q4 | $1.16K | Sell |
3,302
-214
| -6% | -$71.7K | ﹤0.01% | 189 |
|
|
2020
Q3 | $1.1K | Sell |
3,516
-23
| -0.6% | -$7.07K | ﹤0.01% | 199 |
|
|
2020
Q2 | $1.04K | Sell |
3,539
-55
| -2% | -$15.8K | ﹤0.01% | 178 |
|
|
2020
Q1 | $896 | Buy |
+3,594
| New | +$989K | ﹤0.01% | 186 |
|
|
2019
Q2 | $792 | Buy |
+3,247
| New | +$781K | ﹤0.01% | 127 |
|
|
2018
Q4 | $540K | Sell |
2,169
-199
| -8% | -$52.6K | 0.2% | 85 |
|
|
2018
Q3 | $637K | Sell |
2,368
-8
| -0.3% | -$2.08K | 0.2% | 74 |
|
|
2018
Q2 | $588K | Buy |
2,376
+29
| +1% | +$6.96K | 0.21% | 75 |
|
|
2018
Q1 | $510K | Sell |
2,347
-14
| -0.6% | -$3.2K | 0.28% | 77 |
|
|
2017
Q4 | $531K | Sell |
2,361
-42
| -2% | -$8.9K | 0.29% | 75 |
|
|
2017
Q3 | $472K | Buy |
2,403
+37
| +2% | +$7.15K | 0.28% | 79 |
|
|
2017
Q2 | $442K | Hold |
2,366
| – | – | 0.29% | 83 |
|
|
2017
Q1 | $391K | Buy |
2,366
+1,190
| +101% | +$195K | 0.19% | 81 |
|
|
2016
Q4 | $190K | Buy |
+1,176
| New | +$176K | 0.13% | 96 |
|
Other funds holding UNH
VAM
Westside Investment Management's UNH Position: Q2 2026 in Review
Westside Investment Management reduced its UnitedHealth (UNH) stake by 5.9% in Q2 2026, selling an estimated $84.1K and leaving 3,589 shares worth $1.49M. The position accounts for 0.2% of the portfolio, ranked #118.
Westside Investment Management first reported a position in UNH in Q4 2016 and has held it in 36 quarters since. The position peaked at $1.79M in Q1 2025. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Westside Investment Management held 3,589 shares of UnitedHealth worth $1.49M as of Q2 2026.
- Westside Investment Management sold 227 UnitedHealth shares in Q2 2026, an estimated $84.1K.
- UnitedHealth made up 0.2% of Westside Investment Management's portfolio in Q2 2026, its #118 holding.
- Westside Investment Management first reported a position in UnitedHealth in Q4 2016 and has held it in 36 quarters since.
- Westside Investment Management's UnitedHealth position peaked at $1.79M in Q1 2025.
- 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.