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
Q2 		$935K Buy
2,250
+12
+0.5% +$4.45K 0.11% 51
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 0.12% 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 $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

Harbor Group's UNH Position: Q2 2026 in Review

Harbor Group increased its UnitedHealth (UNH) stake by 0.54% in Q2 2026, buying an estimated $4.45K and bringing the position to 2,250 shares worth $935K. The position accounts for 0.11% of the portfolio, ranked #51.

Harbor Group first reported a position in UNH in Q4 2022 and has held it in 13 quarters since. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Harbor Group held 2,250 shares of UnitedHealth worth $935K as of Q2 2026.
  • Harbor Group bought 12 UnitedHealth shares in Q2 2026, an estimated $4.45K.
  • UnitedHealth made up 0.11% of Harbor Group's portfolio in Q2 2026, its #51 holding.
  • Harbor Group first reported a position in UnitedHealth in Q4 2022 and has held it in 13 quarters since.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Harbor Group's 13F filing for Q2 2026, filed 22 Jul 2026.