Harmony Asset Management
UNH icon

Harmony Asset Management’s UnitedHealth UNH Stock Holding History

Harmony Asset 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
Q3 		$339K Hold
923
– – 0.09% 158
2026
Q2 		$383K Sell
923
-459
-33% -$170K 0.1% 146
2026
Q1 		$374K Sell
1,382
-35
-2% -$10.4K 0.11% 141
2025
Q4 		$468K Buy
1,417
+748
+112% +$253K 0.16% 116
2025
Q3 		$231K Sell
669
-406
-38% -$123K 0.08% 159
2025
Q2 		$335K Buy
1,075
+647
+151% +$247K 0.13% 133
2025
Q1 		$224K Sell
428
-4,668
-92% -$2.39M 0.09% 147
2024
Q4 		$2.58M Sell
5,096
-110
-2% -$62.5K 1.02% 25
2024
Q3 		$3.04M Sell
5,206
-972
-16% -$550K 1.12% 27
2024
Q2 		$3.15M Sell
6,178
-180
-3% -$88.2K 1.32% 20
2024
Q1 		$3.15M Buy
6,358
+175
+3% +$89K 1.3% 27
2023
Q4 		$3.26M Buy
+6,183
New +$3.3M 1.38% 19

Other funds holding UNH

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Harmony Asset Management's UNH Position: Q3 2026 in Review

Harmony Asset Management held its UnitedHealth (UNH) position steady in Q3 2026 at 923 shares worth $339K. The position accounts for 0.09% of the portfolio, ranked #158.

Harmony Asset Management first reported a position in UNH in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.26M in Q4 2023. 1,263 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Harmony Asset Management held 923 shares of UnitedHealth worth $339K as of Q3 2026.
  • Harmony Asset Management left its UnitedHealth share count unchanged in Q3 2026.
  • UnitedHealth made up 0.09% of Harmony Asset Management's portfolio in Q3 2026, its #158 holding.
  • Harmony Asset Management first reported a position in UnitedHealth in Q4 2023 and has held it in 12 quarters since.
  • Harmony Asset Management's UnitedHealth position peaked at $3.26M in Q4 2023.
  • 1,263 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Harmony Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.