Hager Investment Management Services’s UnitedHealth UNH Stock Holding History

Hager Investment Management Services’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	$153K	Buy	368 +40	+12%	+$14.8K	0.07%	104
2026 Q1	$88.8K	Sell	328 -4	-1%	-$1.19K	0.05%	122
2025 Q4	$110K	Hold	332	–	–	0.06%	111
2025 Q3	$115K	Hold	332	–	–	0.06%	110
2025 Q2	$104K	Sell	332 -90	-21%	-$34.4K	0.06%	110
2025 Q1	$221K	Sell	422 -40	-9%	-$20.4K	0.15%	83
2024 Q4	$234K	Buy	+462	New	+$263K	0.15%	83

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

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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Hager Investment Management Services's UNH Position: Q2 2026 in Review

Hager Investment Management Services increased its UnitedHealth (UNH) stake by 12% in Q2 2026, buying an estimated $14.8K and bringing the position to 368 shares worth $153K. The position accounts for 0.07% of the portfolio, ranked #104.

Hager Investment Management Services first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $234K in Q4 2024. 1,688 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Hager Investment Management Services held 368 shares of UnitedHealth worth $153K as of Q2 2026.
Hager Investment Management Services bought 40 UnitedHealth shares in Q2 2026, an estimated $14.8K.
UnitedHealth made up 0.07% of Hager Investment Management Services's portfolio in Q2 2026, its #104 holding.
Hager Investment Management Services first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
Hager Investment Management Services's UnitedHealth position peaked at $234K in Q4 2024.
1,688 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.