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
2024 Q4	–	Hold	0	–	-$292K	–	325
2024 Q3	–	Hold	0	–	–	–	74
2024 Q2	–	Hold	0	–	–	–	80
2024 Q1	–	Hold	0	–	–	–	87
2023 Q4	–	Hold	0	–	–	–	83
2023 Q3	–	Hold	0	–	–	–	79
2023 Q2	–	Hold	0	–	–	–	82
2023 Q1	–	Hold	0	–	–	–	144
2022 Q4	–	Hold	0	–	–	–	120
2022 Q3	–	Hold	0	–	–	–	124
2022 Q2	–	Sell	-500	Closed	-$251K	–	126
2022 Q1	$255K	Hold	500	–	–	0.02%	136
2021 Q4	$251K	Buy	+500	New	+$226K	0.02%	132
2021 Q3	–	Sell	-500	Closed	-$200K	–	160
2021 Q2	$200K	Hold	500	–	–	0.01%	149
2021 Q1	$186K	Sell	500 -800	-62%	-$277K	0.01%	131
2020 Q4	$456K	Hold	1,300	–	–	0.03%	61
2020 Q3	$405K	Hold	1,300	–	–	0.04%	58
2020 Q2	$383K	Hold	1,300	–	–	0.06%	54
2020 Q1	$324K	Sell	1,300 -800	-38%	-$220K	0.06%	51
2019 Q4	$617K	Hold	2,100	–	–	0.16%	28
2019 Q3	$456K	Buy	+2,100	New	+$507K	0.12%	41

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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. 1,495 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.
1,495 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.