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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Harmony Asset Management's UNH Position: Q2 2026 in Review

Harmony Asset Management reduced its UnitedHealth (UNH) stake by 33% in Q2 2026, selling an estimated $170K and leaving 923 shares worth $383K. The position accounts for 0.1% of the portfolio, ranked #146.

Harmony Asset Management first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.26M in Q4 2023. 627 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Harmony Asset Management held 923 shares of UnitedHealth worth $383K as of Q2 2026.
  • Harmony Asset Management sold 459 UnitedHealth shares in Q2 2026, an estimated $170K.
  • UnitedHealth made up 0.1% of Harmony Asset Management's portfolio in Q2 2026, its #146 holding.
  • Harmony Asset Management first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Harmony Asset Management's UnitedHealth position peaked at $3.26M in Q4 2023.
  • 627 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.