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
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 $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

Hardy Reed's UNH Position: Q1 2026 in Review

Hardy Reed increased its UnitedHealth (UNH) stake by 3.8% in Q1 2026, buying an estimated $29.2K and bringing the position to 2,654 shares worth $718K. The position accounts for 0.05% of the portfolio, ranked #116.

Hardy Reed first reported a position in UNH in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.47M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Hardy Reed held 2,654 shares of UnitedHealth worth $718K as of Q1 2026.
  • Hardy Reed bought 98 UnitedHealth shares in Q1 2026, an estimated $29.2K.
  • UnitedHealth made up 0.05% of Hardy Reed's portfolio in Q1 2026, its #116 holding.
  • Hardy Reed first reported a position in UnitedHealth in Q2 2024 and has held it in 8 quarters since.
  • Hardy Reed's UnitedHealth position peaked at $2.47M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.