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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
2020
Q2 		– Sell
-500
Closed -$125K – 96
2020
Q1 		$125K Buy
+500
New +$138K 0.02% 77

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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. 1,515 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.
  • 1,515 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.