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
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 $5.72T 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 $1.56T 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

Harbour Investments's UNH Position: Q1 2026 in Review

Harbour Investments increased its UnitedHealth (UNH) stake by 26% in Q1 2026, buying an estimated $1.71M and bringing the position to 27,947 shares worth $7.56M. The position accounts for 0.12% of the portfolio, ranked #167.

Harbour Investments first reported a position in UNH in Q1 2021 and has held it in 20 quarters since. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Harbour Investments held 27,947 shares of UnitedHealth worth $7.56M as of Q1 2026.
  • Harbour Investments bought 5,735 UnitedHealth shares in Q1 2026, an estimated $1.71M.
  • UnitedHealth made up 0.12% of Harbour Investments's portfolio in Q1 2026, its #167 holding.
  • Harbour Investments first reported a position in UnitedHealth in Q1 2021 and has held it in 20 quarters since.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.