HI
UNH icon

Harbour Investments’s UnitedHealth UNH Stock Holding History

Harbour Investments’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 		$9.91M Sell
23,835
-4,112
-15% -$1.52M 0.13% 142
2026
Q1 		$7.56M Buy
27,947
+5,735
+26% +$1.71M 0.12% 167
2025
Q4 		$7.33M Buy
22,212
+7,432
+50% +$2.52M 0.15% 129
2025
Q3 		$5.1M Sell
14,780
-923
-6% -$279K 0.12% 163
2025
Q2 		$4.9M Buy
15,703
+9,438
+151% +$3.61M 0.12% 151
2025
Q1 		$3.28M Sell
6,265
-537
-8% -$275K 0.09% 189
2024
Q4 		$3.44M Buy
6,802
+203
+3% +$115K 0.1% 181
2024
Q3 		$3.86M Buy
6,599
+263
+4% +$149K 0.12% 149
2024
Q2 		$3.23M Buy
6,336
+89
+1% +$43.6K 0.11% 174
2024
Q1 		$3.09M Buy
6,247
+444
+8% +$226K 0.11% 173
2023
Q4 		$3.06M Sell
5,803
-107
-2% -$57.1K 0.13% 155
2023
Q3 		$2.98M Sell
5,910
-1,394
-19% -$686K 0.15% 138
2023
Q2 		$3.51M Buy
7,304
+241
+3% +$118K 0.17% 110
2023
Q1 		$3.34M Buy
7,063
+12
+0.2% +$5.79K 0.18% 102
2022
Q4 		$3.74M Sell
7,051
-3,159
-31% -$1.67M 0.23% 76
2022
Q3 		$5.24M Hold
10,210
– – 0.35% 45
2022
Q2 		$5.24M Buy
+10,210
New +$5.13M 0.35% 45
2021
Q4 		$5.39M Sell
10,725
-3,681
-26% -$1.67M 0.32% 57
2021
Q3 		$5.63M Buy
14,406
+2,781
+24% +$1.15M 0.18% 103
2021
Q2 		$4.66M Buy
11,625
+948
+9% +$378K 0.15% 128
2021
Q1 		$3.97M Buy
+10,677
New +$3.7M 0.14% 140

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 $3.38T AUM 44.17% 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

Harbour Investments's UNH Position: Q2 2026 in Review

Harbour Investments reduced its UnitedHealth (UNH) stake by 15% in Q2 2026, selling an estimated $1.52M and leaving 23,835 shares worth $9.91M. The position accounts for 0.13% of the portfolio, ranked #142.

Harbour Investments first reported a position in UNH in Q1 2021 and has held it in 21 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Harbour Investments held 23,835 shares of UnitedHealth worth $9.91M as of Q2 2026.
  • Harbour Investments sold 4,112 UnitedHealth shares in Q2 2026, an estimated $1.52M.
  • UnitedHealth made up 0.13% of Harbour Investments's portfolio in Q2 2026, its #142 holding.
  • Harbour Investments first reported a position in UnitedHealth in Q1 2021 and has held it in 21 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.