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Hantz Financial Services’s UnitedHealth UNH Stock Holding History

Hantz Financial Services’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 		$5.63M Sell
13,540
-5,965
-31% -$2.21M 0.08% 170
2026
Q1 		$5.28M Buy
19,505
+64
+0.3% +$19.1K 0.08% 170
2025
Q4 		$6.42M Sell
19,441
-1,269
-6% -$430K 0.09% 159
2025
Q3 		$7.15M Sell
20,710
-24,838
-55% -$7.51M 0.11% 168
2025
Q2 		$14.2M Sell
45,548
-29,359
-39% -$11.2M 0.23% 75
2025
Q1 		$39.2M Sell
74,907
-1,948
-3% -$996K 0.69% 26
2024
Q4 		$38.9M Sell
76,855
-10,403
-12% -$5.91M 0.68% 29
2024
Q3 		$51M Buy
87,258
+6,478
+8% +$3.66M 0.91% 19
2024
Q2 		$41.1M Sell
80,780
-1,696
-2% -$831K 0.79% 23
2024
Q1 		$40.8M Sell
82,476
-8,900
-10% -$4.52M 0.8% 28
2023
Q4 		$48.1M Sell
91,376
-4,098
-4% -$2.19M 1.05% 17
2023
Q3 		$48.1M Buy
95,474
+1,513
+2% +$745K 1.22% 11
2023
Q2 		$45.2M Buy
93,961
+1,082
+1% +$529K 1.13% 13
2023
Q1 		$43.9M Buy
92,879
+8,450
+10% +$4.08M 1.2% 10
2022
Q4 		$44.8M Buy
84,429
+3,969
+5% +$2.1M 1.35% 6
2022
Q3 		$40.6M Sell
80,460
-433
-0.5% -$228K 1.4% 6
2022
Q2 		$41.5M Sell
80,893
-8,880
-10% -$4.46M 1.4% 10
2022
Q1 		$45.8M Buy
89,773
+5,335
+6% +$2.57M 1.35% 11
2021
Q4 		$42.4M Buy
84,438
+4,888
+6% +$2.21M 1.22% 14
2021
Q3 		$31.1M Buy
79,550
+8,006
+11% +$3.32M 1.02% 20
2021
Q2 		$28.6M Buy
71,544
+3,041
+4% +$1.21M 1.05% 22
2021
Q1 		$25.5M Buy
68,503
+2,956
+5% +$1.02M 1.06% 21
2020
Q4 		$23M Buy
65,547
+2,477
+4% +$830K 1.03% 23
2020
Q3 		$19.7M Buy
63,070
+43,929
+230% +$13.5M 1% 23
2020
Q2 		$5.65M Buy
19,141
+776
+4% +$222K 0.32% 91
2020
Q1 		$4.58M Buy
+18,365
New +$5.05M 0.32% 92

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

Hantz Financial Services's UNH Position: Q2 2026 in Review

Hantz Financial Services reduced its UnitedHealth (UNH) stake by 31% in Q2 2026, selling an estimated $2.21M and leaving 13,540 shares worth $5.63M. The position accounts for 0.08% of the portfolio, ranked #170.

Hantz Financial Services first reported a position in UNH in Q1 2020 and has held it in 26 quarters since. The position peaked at $51M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Hantz Financial Services held 13,540 shares of UnitedHealth worth $5.63M as of Q2 2026.
  • Hantz Financial Services sold 5,965 UnitedHealth shares in Q2 2026, an estimated $2.21M.
  • UnitedHealth made up 0.08% of Hantz Financial Services's portfolio in Q2 2026, its #170 holding.
  • Hantz Financial Services first reported a position in UnitedHealth in Q1 2020 and has held it in 26 quarters since.
  • Hantz Financial Services's UnitedHealth position peaked at $51M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.