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Hamilton Point Investment Advisors’s UnitedHealth UNH Stock Holding History

Hamilton Point Investment 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
2026
Q2 		$606K Hold
1,457
– – 0.09% 100
2026
Q1 		$394K Sell
1,457
-157
-10% -$46.8K 0.06% 105
2025
Q4 		$533K Sell
1,614
-57
-3% -$19.3K 0.08% 96
2025
Q3 		$577K Hold
1,671
– – 0.09% 90
2025
Q2 		$521K Buy
1,671
+67
+4% +$25.6K 0.09% 91
2025
Q1 		$840K Sell
1,604
-143
-8% -$73.1K 0.15% 74
2024
Q4 		$884K Buy
1,747
+1,335
+324% +$759K 0.16% 76
2024
Q3 		$241K Hold
412
– – 0.04% 111
2024
Q2 		$210K Buy
+412
New +$202K 0.04% 112

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 Point Investment Advisors's UNH Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its UnitedHealth (UNH) position steady in Q2 2026 at 1,457 shares worth $606K. The position accounts for 0.09% of the portfolio, ranked #100.

Hamilton Point Investment Advisors first reported a position in UNH in Q2 2024 and has held it in 9 quarters since. The position peaked at $884K in Q4 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Hamilton Point Investment Advisors held 1,457 shares of UnitedHealth worth $606K as of Q2 2026.
  • Hamilton Point Investment Advisors left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.09% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #100 holding.
  • Hamilton Point Investment Advisors first reported a position in UnitedHealth in Q2 2024 and has held it in 9 quarters since.
  • Hamilton Point Investment Advisors's UnitedHealth position peaked at $884K in Q4 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.