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 Q3	$976K	Buy	2,660 +60	+2%	+$24.2K	0.06%	106
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Hardy Reed's UNH Position: Q3 2026 in Review

Hardy Reed increased its UnitedHealth (UNH) stake by 2.3% in Q3 2026, buying an estimated $24.2K and bringing the position to 2,660 shares worth $976K. The position accounts for 0.06% of the portfolio, ranked #106.

Hardy Reed first reported a position in UNH in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.47M in Q3 2024. 1,983 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Hardy Reed held 2,660 shares of UnitedHealth worth $976K as of Q3 2026.
Hardy Reed bought 60 UnitedHealth shares in Q3 2026, an estimated $24.2K.
UnitedHealth made up 0.06% of Hardy Reed's portfolio in Q3 2026, its #106 holding.
Hardy Reed first reported a position in UnitedHealth in Q2 2024 and has held it in 10 quarters since.
Hardy Reed's UnitedHealth position peaked at $2.47M in Q3 2024.
1,983 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Hardy Reed's 13F filing for Q3 2026, filed 6 Nov 2026.