Harper Investing
UNH icon

Harper Investing’s UnitedHealth UNH Stock Holding History

Harper Investing’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 		$2.32M Buy
6,321
+515
+9% +$207K 0.72% 42
2026
Q2 		$2.41M Buy
5,806
+484
+9% +$179K 0.81% 38
2026
Q1 		$1.44M Buy
+5,322
New +$1.58M 0.63% 39

Other funds holding UNH

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Harper Investing's UNH Position: Q3 2026 in Review

Harper Investing increased its UnitedHealth (UNH) stake by 8.9% in Q3 2026, buying an estimated $207K and bringing the position to 6,321 shares worth $2.32M. The position accounts for 0.72% of the portfolio, ranked #42.

Harper Investing first reported a position in UNH in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.41M in Q2 2026. 2,547 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Harper Investing held 6,321 shares of UnitedHealth worth $2.32M as of Q3 2026.
  • Harper Investing bought 515 UnitedHealth shares in Q3 2026, an estimated $207K.
  • UnitedHealth made up 0.72% of Harper Investing's portfolio in Q3 2026, its #42 holding.
  • Harper Investing first reported a position in UnitedHealth in Q1 2026 and has held it in 3 quarters since.
  • Harper Investing's UnitedHealth position peaked at $2.41M in Q2 2026.
  • 2,547 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Harper Investing's 13F filing for Q3 2026, filed 22 Oct 2026.