Hanlon Investment Management’s UnitedHealth UNH Stock Holding History

Hanlon Investment Management’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	$497K	Sell	1,196 -70	-6%	-$25.9K	0.26%	128
2026 Q1	$343K	Buy	1,266 +13	+1%	+$3.87K	0.19%	165
2025 Q4	$414K	Buy	1,253 +216	+21%	+$73.2K	0.23%	143
2025 Q3	$358K	Buy	1,037 +314	+43%	+$95K	0.22%	149
2025 Q2	$226K	Buy	723 +105	+17%	+$40.1K	0.16%	160
2025 Q1	$324K	Sell	618 -64	-9%	-$32.7K	0.24%	125
2024 Q4	$345K	Buy	682 +90	+15%	+$51.1K	0.09%	138
2024 Q3	$346K	Buy	592 +199	+51%	+$113K	0.1%	125
2024 Q2	$200K	Buy	+393	New	+$193K	0.06%	159
2023 Q1	–	Sell	-2,642	Closed	-$1.4M	–	150
2022 Q4	$1.4M	Buy	2,642 +41	+2%	+$21.7K	0.48%	46
2022 Q3	$1.31M	Buy	2,601 +158	+6%	+$83.1K	0.49%	39
2022 Q2	$1.25M	Buy	+2,443	New	+$1.23M	0.31%	57

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Hanlon Investment Management's UNH Position: Q2 2026 in Review

Hanlon Investment Management reduced its UnitedHealth (UNH) stake by 5.5% in Q2 2026, selling an estimated $25.9K and leaving 1,196 shares worth $497K. The position accounts for 0.26% of the portfolio, ranked #128.

Hanlon Investment Management first reported a position in UNH in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.4M in Q4 2022. 1,802 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Hanlon Investment Management held 1,196 shares of UnitedHealth worth $497K as of Q2 2026.
Hanlon Investment Management sold 70 UnitedHealth shares in Q2 2026, an estimated $25.9K.
UnitedHealth made up 0.26% of Hanlon Investment Management's portfolio in Q2 2026, its #128 holding.
Hanlon Investment Management first reported a position in UnitedHealth in Q2 2022 and has held it in 12 quarters since.
Hanlon Investment Management's UnitedHealth position peaked at $1.4M in Q4 2022.
1,802 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Hanlon Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.