Harbour Trust & Investment Management’s UnitedHealth UNH Stock Holding History

Harbour Trust & Investment Management’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	$298K	Sell	717 -143	-17%	-$53K	0.03%	129
2026 Q1	$233K	Sell	860 -1,389	-62%	-$414K	0.02%	140
2025 Q4	$742K	Sell	2,249 -12,460	-85%	-$4.22M	0.08%	99
2025 Q3	$5.08M	Sell	14,709 -800	-5%	-$242K	0.53%	49
2025 Q2	$4.84M	Buy	15,509 +88	+0.6%	+$33.6K	0.54%	52
2025 Q1	$8.08M	Buy	15,421 +740	+5%	+$378K	0.98%	34
2024 Q4	$7.43M	Buy	14,681 +643	+5%	+$365K	0.85%	36
2024 Q3	$8.21M	Buy	14,038 +229	+2%	+$130K	0.94%	33
2024 Q2	$7.03M	Buy	13,809 +1,561	+13%	+$765K	0.84%	34
2024 Q1	$6.06M	Buy	12,248 +3,170	+35%	+$1.61M	0.76%	41
2023 Q4	$4.78M	Buy	+9,078	New	+$4.84M	0.67%	49

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Harbour Trust & Investment Management's UNH Position: Q2 2026 in Review

Harbour Trust & Investment Management reduced its UnitedHealth (UNH) stake by 17% in Q2 2026, selling an estimated $53K and leaving 717 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #129.

Harbour Trust & Investment Management first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.21M in Q3 2024. 1,540 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Harbour Trust & Investment Management held 717 shares of UnitedHealth worth $298K as of Q2 2026.
Harbour Trust & Investment Management sold 143 UnitedHealth shares in Q2 2026, an estimated $53K.
UnitedHealth made up 0.03% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #129 holding.
Harbour Trust & Investment Management first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Harbour Trust & Investment Management's UnitedHealth position peaked at $8.21M in Q3 2024.
1,540 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.