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Halbert Hargrove Global Advisors’s UnitedHealth UNH Stock Holding History

Halbert Hargrove Global Advisors’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 		$14K Sell
34
-7
-17% -$2.6K ﹤0.01% 286
2026
Q1 		$11.1K Hold
41
– – ﹤0.01% 281
2025
Q4 		$13.5K Sell
41
-93
-69% -$31.5K ﹤0.01% 274
2025
Q3 		$46.4K Buy
134
+80
+148% +$24.2K ﹤0.01% 187
2025
Q2 		$16.8K Sell
54
-50
-48% -$19.1K ﹤0.01% 204
2025
Q1 		$54.4K Buy
104
+18
+21% +$9.2K ﹤0.01% 149
2024
Q4 		$43.5K Sell
86
-502
-85% -$285K ﹤0.01% 158
2024
Q3 		$344K Sell
588
-58
-9% -$32.8K 0.02% 70
2024
Q2 		$329K Buy
646
+14
+2% +$6.86K 0.02% 71
2024
Q1 		$313K Buy
632
+25
+4% +$12.7K 0.02% 80
2023
Q4 		$320K Buy
607
+70
+13% +$37.3K 0.02% 75
2023
Q3 		$271K Sell
537
-16
-3% -$7.87K 0.02% 74
2023
Q2 		$266K Sell
553
-1,603
-74% -$784K 0.02% 73
2023
Q1 		$1.02M Sell
2,156
-10
-0.5% -$4.83K 0.07% 47
2022
Q4 		$1.15M Buy
2,166
+76
+4% +$40.3K 0.08% 42
2022
Q3 		$1.06M Buy
2,090
+55
+3% +$28.9K 0.08% 45
2022
Q2 		$1.04M Buy
2,035
+112
+6% +$56.2K 0.08% 45
2022
Q1 		$981K Buy
1,923
+42
+2% +$20.3K 0.06% 56
2021
Q4 		$945K Buy
1,881
+26
+1% +$11.8K 0.06% 58
2021
Q3 		$725K Buy
1,855
+4
+0.2% +$1.66K 0.05% 56
2021
Q2 		$741K Buy
1,851
+30
+2% +$12K 0.05% 59
2021
Q1 		$678K Sell
1,821
-841
-32% -$291K 0.05% 53
2020
Q4 		$934K Sell
2,662
-71
-3% -$23.8K 0.07% 36
2020
Q3 		$852K Buy
2,733
+42
+2% +$12.9K 0.08% 32
2020
Q2 		$794K Buy
2,691
+113
+4% +$32.4K 0.12% 30
2020
Q1 		$643K Sell
2,578
-777
-23% -$214K 0.11% 27
2019
Q4 		$986K Sell
3,355
-160
-5% -$41.9K 0.25% 20
2019
Q3 		$764K Buy
3,515
+2,161
+160% +$521K 0.2% 23
2019
Q2 		$330K Buy
1,354
+38
+3% +$9.14K 0.09% 55
2019
Q1 		$325K Sell
1,316
-13
-1% -$3.31K 1.15% 31
2018
Q4 		$331K Sell
1,329
-53
-4% -$14K 0.08% 51
2018
Q3 		$368K Sell
1,382
-68
-5% -$17.7K 0.1% 42
2018
Q2 		$356K Sell
1,450
-51
-3% -$12.2K 0.09% 42
2018
Q1 		$321K Buy
1,501
+253
+20% +$57.8K 0.09% 45
2017
Q4 		$275K Sell
1,248
-42
-3% -$8.9K 0.07% 53
2017
Q3 		$253K Sell
1,290
-123
-9% -$23.8K 0.07% 54
2017
Q2 		$262K Sell
1,413
-529
-27% -$92.8K 0.07% 57
2017
Q1 		$319K Sell
1,942
-113
-5% -$18.5K 0.08% 53
2016
Q4 		$329K Buy
2,055
+39
+2% +$5.83K 0.09% 43
2016
Q3 		$282K Sell
2,016
-307
-13% -$43K 0.08% 52
2016
Q2 		$328K Sell
2,323
-41
-2% -$5.47K 0.09% 48
2016
Q1 		$305K Sell
2,364
-410
-15% -$48.5K 0.11% 46
2015
Q4 		$326K Sell
2,774
-23
-0.8% -$2.69K 0.14% 57
2015
Q3 		$324K Sell
2,797
-2,451
-47% -$293K 0.16% 50
2015
Q2 		$640K Sell
5,248
-184
-3% -$21.8K 0.16% 55
2015
Q1 		$643K Buy
5,432
+2,317
+74% +$257K 0.21% 58
2014
Q4 		$315K Sell
3,115
-100
-3% -$9.48K 0.16% 79
2014
Q3 		$277K Sell
3,215
-1,606
-33% -$136K 0.08% 105
2014
Q2 		$394K Buy
4,821
+71
+1% +$5.59K 0.12% 64
2014
Q1 		$389K Sell
4,750
-60
-1% -$4.52K 0.12% 62
2013
Q4 		$362K Sell
4,810
-3,713
-44% -$267K 0.11% 64
2013
Q3 		$610K Buy
8,523
+459
+6% +$32.9K 0.2% 33
2013
Q2 		$528K Buy
+8,064
New +$502K 0.19% 40

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Halbert Hargrove Global Advisors's UNH Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its UnitedHealth (UNH) stake by 17% in Q2 2026, selling an estimated $2.6K and leaving 34 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Halbert Hargrove Global Advisors first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.15M in Q4 2022. 1,663 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Halbert Hargrove Global Advisors held 34 shares of UnitedHealth worth $14K as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 7 UnitedHealth shares in Q2 2026, an estimated $2.6K.
  • UnitedHealth made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #286 holding.
  • Halbert Hargrove Global Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
  • Halbert Hargrove Global Advisors's UnitedHealth position peaked at $1.15M in Q4 2022.
  • 1,663 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.