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Harbor Investment Advisory’s UnitedHealth UNH Stock Holding History

Harbor Investment Advisory’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 		$6.13M Sell
14,748
-1,015
-6% -$376K 0.43% 48
2026
Q1 		$4.27M Sell
15,763
-4,781
-23% -$1.42M 0.34% 62
2025
Q4 		$6.78M Buy
20,544
+186
+0.9% +$63K 0.51% 37
2025
Q3 		$7.03M Sell
20,358
-6,986
-26% -$2.11M 0.58% 30
2025
Q2 		$8.53M Sell
27,344
-5,103
-16% -$1.95M 0.76% 23
2025
Q1 		$17M Sell
32,447
-2,118
-6% -$1.08M 1.65% 7
2024
Q4 		$17.5M Sell
34,565
-256
-0.7% -$145K 1.63% 7
2024
Q3 		$20.4M Sell
34,821
-831
-2% -$470K 2.01% 7
2024
Q2 		$18.2M Sell
35,652
-294
-0.8% -$144K 1.89% 7
2024
Q1 		$17.8M Buy
35,946
+1,129
+3% +$574K 1.86% 7
2023
Q4 		$18.3M Buy
34,817
+186
+0.5% +$99.2K 2.12% 7
2023
Q3 		$17.5M Sell
34,631
-1,131
-3% -$557K 2.29% 7
2023
Q2 		$17.2M Buy
35,762
+3,253
+10% +$1.59M 2.39% 6
2023
Q1 		$15.4M Sell
32,509
-1,279
-4% -$617K 2.3% 6
2022
Q4 		$17.9M Sell
33,788
-406
-1% -$215K 2.8% 4
2022
Q3 		$17.3M Buy
34,194
+5
+0% +$2.63K 2.84% 5
2022
Q2 		$17.6M Buy
34,189
+1,338
+4% +$672K 2.81% 5
2022
Q1 		$16.8M Buy
32,851
+187
+0.6% +$90.2K 2.22% 6
2021
Q4 		$16.4M Sell
32,664
-78
-0.2% -$35.3K 2.08% 5
2021
Q3 		$12.8M Buy
32,742
+140
+0.4% +$58K 1.73% 7
2021
Q2 		$13.1M Buy
32,602
+117
+0.4% +$46.7K 1.77% 6
2021
Q1 		$12.1M Buy
32,485
+318
+1% +$110K 1.82% 6
2020
Q4 		$11.3M Buy
32,167
+571
+2% +$191K 1.81% 6
2020
Q3 		$9.85M Sell
31,596
-989
-3% -$304K 1.89% 6
2020
Q2 		$9.61M Buy
32,585
+856
+3% +$245K 2.04% 6
2020
Q1 		$7.91M Buy
31,729
+573
+2% +$158K 2.13% 7
2019
Q4 		$9.16M Buy
+31,156
New +$8.15M 2.11% 8

Other funds holding UNH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Harbor Investment Advisory's UNH Position: Q2 2026 in Review

Harbor Investment Advisory reduced its UnitedHealth (UNH) stake by 6.4% in Q2 2026, selling an estimated $376K and leaving 14,748 shares worth $6.13M. The position accounts for 0.43% of the portfolio, ranked #48.

Harbor Investment Advisory first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $20.4M in Q3 2024. 1,155 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Harbor Investment Advisory held 14,748 shares of UnitedHealth worth $6.13M as of Q2 2026.
  • Harbor Investment Advisory sold 1,015 UnitedHealth shares in Q2 2026, an estimated $376K.
  • UnitedHealth made up 0.43% of Harbor Investment Advisory's portfolio in Q2 2026, its #48 holding.
  • Harbor Investment Advisory first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's UnitedHealth position peaked at $20.4M in Q3 2024.
  • 1,155 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.