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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Hantz Financial Services's UNH Position: Q1 2026 in Review

Hantz Financial Services increased its UnitedHealth (UNH) stake by 0.33% in Q1 2026, buying an estimated $19.1K and bringing the position to 19,505 shares worth $5.28M. 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 25 quarters since. The position peaked at $51M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Hantz Financial Services held 19,505 shares of UnitedHealth worth $5.28M as of Q1 2026.
  • Hantz Financial Services bought 64 UnitedHealth shares in Q1 2026, an estimated $19.1K.
  • UnitedHealth made up 0.08% of Hantz Financial Services's portfolio in Q1 2026, its #170 holding.
  • Hantz Financial Services first reported a position in UnitedHealth in Q1 2020 and has held it in 25 quarters since.
  • Hantz Financial Services's UnitedHealth position peaked at $51M in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.