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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Hamilton Capital's UNH Position: Q2 2026 in Review

Hamilton Capital increased its UnitedHealth (UNH) stake by 24% in Q2 2026, buying an estimated $191K and bringing the position to 2,670 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #43.

Hamilton Capital first reported a position in UNH in Q4 2021 and has held it in 17 quarters since. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Hamilton Capital held 2,670 shares of UnitedHealth worth $1.11M as of Q2 2026.
  • Hamilton Capital bought 515 UnitedHealth shares in Q2 2026, an estimated $191K.
  • UnitedHealth made up 0.05% of Hamilton Capital's portfolio in Q2 2026, its #43 holding.
  • Hamilton Capital first reported a position in UnitedHealth in Q4 2021 and has held it in 17 quarters since.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Hamilton Capital's 13F filing for Q2 2026, filed 17 Aug 2026.