HG
UNH icon

Harbor Group’s UnitedHealth UNH Stock Holding History

Harbor Group’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 		$606K Buy
2,238
+17
+0.8% +$5.06K 0.09% 64
2025
Q4 		$733K Sell
2,221
-55
-2% -$18.6K 0.11% 56
2025
Q3 		$786K Buy
2,276
+12
+0.5% +$3.63K 0.13% 52
2025
Q2 		$706K Buy
2,264
+1,864
+466% +$712K 0.13% 53
2025
Q1 		$209K Hold
400
– – 0.04% 91
2024
Q4 		$202K Buy
400
+1
+0.3% +$568 0.05% 91
2024
Q3 		$233K Hold
399
– – 0.05% 82
2024
Q2 		$203K Buy
+399
New +$196K 0.05% 83
2024
Q1 		– Sell
-401
Closed -$211K – 87
2023
Q4 		$211K Buy
401
+2
+0.5% +$1.07K 0.06% 74
2023
Q3 		$201K Buy
+399
New +$196K 0.11% 62
2023
Q2 		– Sell
-441
Closed -$208K – 70
2023
Q1 		$208K Buy
441
+43
+11% +$20.8K 0.12% 59
2022
Q4 		$211K Buy
+398
New +$211K 0.14% 51

Other funds holding UNH

BlackRock
BlackRock New York $5.7T 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 $1.47T 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