HR
UNH icon

Hardy Reed’s UnitedHealth UNH Stock Holding History

Hardy Reed’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 		$1.08M Sell
2,600
-54
-2% -$20K 0.07% 100
2026
Q1 		$718K Buy
2,654
+98
+4% +$29.2K 0.05% 116
2025
Q4 		$844K Buy
2,556
+160
+7% +$54.2K 0.06% 103
2025
Q3 		$827K Sell
2,396
-3,537
-60% -$1.07M 0.06% 104
2025
Q2 		$1.85M Buy
5,933
+1,745
+42% +$667K 0.15% 65
2025
Q1 		$2.19M Sell
4,188
-60
-1% -$30.7K 0.19% 52
2024
Q4 		$2.15M Buy
4,248
+15
+0.4% +$8.52K 0.19% 52
2024
Q3 		$2.47M Buy
4,233
+9
+0.2% +$5.09K 0.22% 46
2024
Q2 		$2.15M Buy
+4,224
New +$2.07M 0.22% 46

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

Hardy Reed's UNH Position: Q2 2026 in Review

Hardy Reed reduced its UnitedHealth (UNH) stake by 2% in Q2 2026, selling an estimated $20K and leaving 2,600 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #100.

Hardy Reed first reported a position in UNH in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.47M in Q3 2024. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Hardy Reed held 2,600 shares of UnitedHealth worth $1.08M as of Q2 2026.
  • Hardy Reed sold 54 UnitedHealth shares in Q2 2026, an estimated $20K.
  • UnitedHealth made up 0.07% of Hardy Reed's portfolio in Q2 2026, its #100 holding.
  • Hardy Reed first reported a position in UnitedHealth in Q2 2024 and has held it in 9 quarters since.
  • Hardy Reed's UnitedHealth position peaked at $2.47M in Q3 2024.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.