HFA
UNH icon

Harbert Fund Advisors’s UnitedHealth UNH Stock Holding History

Harbert Fund 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
2025
Q1 		– Sell
-2,700
Closed -$1.37M – 102
2024
Q4 		$1.37M Buy
+2,700
New +$1.53M 0.71% 46
2023
Q2 		– Sell
-10,000
Closed -$4.73M – 56
2023
Q1 		$4.73M Buy
+10,000
New +$4.83M 3.12% 10

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harbert Fund Advisors's UNH Position: Q4 2024 in Review

Harbert Fund Advisors sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 3,500 shares — an estimated $1.99M sold.

Harbert Fund Advisors first reported a position in UNH in Q2 2022 and held it in 8 quarters. The position peaked at $2.05M in Q3 2024. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Harbert Fund Advisors reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Harbert Fund Advisors sold 3,500 UnitedHealth shares in Q4 2024, an estimated $1.99M.
  • Harbert Fund Advisors first reported a position in UnitedHealth in Q2 2022 and held it in 8 quarters.
  • Harbert Fund Advisors's UnitedHealth position peaked at $2.05M in Q3 2024.
  • 3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Harbert Fund Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.