HC
UNH icon

Hamilton Capital’s UnitedHealth UNH Stock Holding History

Hamilton Capital’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
Q3 		$947K Sell
2,581
-89
-3% -$35.8K 0.05% 50
2026
Q2 		$1.11M Buy
2,670
+515
+24% +$191K 0.05% 43
2026
Q1 		$583K Buy
2,155
+897
+71% +$267K 0.03% 66
2025
Q4 		$415K Buy
+1,258
New +$426K 0.02% 84
2025
Q2 		– Sell
-733
Closed -$384K – 151
2025
Q1 		$384K Buy
733
+117
+19% +$59.8K 0.02% 77
2024
Q4 		$312K Buy
616
+44
+8% +$25K 0.02% 82
2024
Q3 		$323K Buy
572
+29
+5% +$16.4K 0.02% 82
2024
Q2 		$277K Sell
543
-145
-21% -$71.1K 0.02% 88
2024
Q1 		$340K Sell
688
-136
-17% -$69.1K 0.03% 91
2023
Q4 		$434K Buy
824
+263
+47% +$140K 0.03% 64
2023
Q3 		$283K Buy
561
+90
+19% +$44.3K 0.02% 86
2023
Q2 		$226K Buy
471
+23
+5% +$11.2K 0.02% 106
2023
Q1 		$212K Sell
448
-211
-32% -$102K 0.01% 107
2022
Q4 		$349K Buy
659
+124
+23% +$65.7K 0.02% 85
2022
Q3 		$270K Buy
535
+25
+5% +$13.1K 0.02% 75
2022
Q2 		$262K Buy
510
+28
+6% +$14.1K 0.02% 88
2022
Q1 		$246K Buy
482
+7
+1% +$3.38K 0.02% 100
2021
Q4 		$239K Buy
+475
New +$215K 0.02% 130

Other funds holding UNH

DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Hamilton Capital's UNH Position: Q3 2026 in Review

Hamilton Capital reduced its UnitedHealth (UNH) stake by 3.3% in Q3 2026, selling an estimated $35.8K and leaving 2,581 shares worth $947K. The position accounts for 0.05% of the portfolio, ranked #50.

Hamilton Capital first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.11M in Q2 2026. 359 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Hamilton Capital held 2,581 shares of UnitedHealth worth $947K as of Q3 2026.
  • Hamilton Capital sold 89 UnitedHealth shares in Q3 2026, an estimated $35.8K.
  • UnitedHealth made up 0.05% of Hamilton Capital's portfolio in Q3 2026, its #50 holding.
  • Hamilton Capital first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • Hamilton Capital's UnitedHealth position peaked at $1.11M in Q2 2026.
  • 359 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Hamilton Capital's 13F filing for Q3 2026, filed 8 Oct 2026.