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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return