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Harrell Investment Partners’s UnitedHealth UNH Stock Holding History

Harrell Investment Partners’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 		$3.02M Sell
7,270
-1,134
-13% -$420K 0.66% 44
2026
Q1 		$2.27M Sell
8,404
-356
-4% -$106K 0.54% 47
2025
Q4 		$2.89M Sell
8,760
-1,292
-13% -$438K 0.68% 45
2025
Q3 		$3.47M Sell
10,052
-718
-7% -$217K 0.82% 39
2025
Q2 		$3.36M Sell
10,770
-2,837
-21% -$1.08M 0.85% 39
2025
Q1 		$7.13M Sell
13,607
-106
-0.8% -$54.2K 2.11% 13
2024
Q4 		$6.94M Buy
13,713
+7,007
+104% +$3.98M 1.94% 15
2024
Q3 		$3.92M Sell
6,706
-232
-3% -$131K 1.11% 33
2024
Q2 		$3.53M Sell
6,938
-49
-0.7% -$24K 1.03% 37
2024
Q1 		$3.46M Sell
6,987
-588
-8% -$299K 1.02% 36
2023
Q4 		$3.99M Buy
7,575
+322
+4% +$172K 1.24% 30
2023
Q3 		$3.73M Sell
7,253
-1,502
-17% -$739K 1.27% 30
2023
Q2 		$4.21M Buy
8,755
+45
+0.5% +$22K 1.43% 25
2023
Q1 		$4.13M Buy
8,710
+614
+8% +$296K 1.47% 25
2022
Q4 		$4.29M Buy
8,096
+453
+6% +$240K 1.69% 21
2022
Q3 		$3.86M Buy
7,643
+588
+8% +$309K 1.61% 25
2022
Q2 		$3.62M Buy
7,055
+181
+3% +$90.9K 1.48% 23
2022
Q1 		$3.5M Buy
6,874
+267
+4% +$129K 1.24% 26
2021
Q4 		$3.32M Buy
6,607
+122
+2% +$55.2K 1.02% 34
2021
Q3 		$2.53M Buy
6,485
+208
+3% +$86.2K 0.82% 44
2021
Q2 		$2.51M Sell
6,277
-62
-1% -$24.7K 0.82% 45
2021
Q1 		$2.36M Sell
6,339
-636
-9% -$220K 0.83% 44
2020
Q4 		$2.45M Sell
6,975
-145
-2% -$48.6K 0.94% 38
2020
Q3 		$2.22M Buy
7,120
+794
+13% +$244K 0.97% 43
2020
Q2 		$1.87M Buy
6,326
+92
+1% +$26.4K 0.95% 38
2020
Q1 		$1.55M Buy
6,234
+11
+0.2% +$3.03K 0.85% 43
2019
Q4 		$1.83M Buy
+6,223
New +$1.63M 0.83% 40

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Harrell Investment Partners's UNH Position: Q2 2026 in Review

Harrell Investment Partners reduced its UnitedHealth (UNH) stake by 13% in Q2 2026, selling an estimated $420K and leaving 7,270 shares worth $3.02M. The position accounts for 0.66% of the portfolio, ranked #44.

Harrell Investment Partners first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.13M in Q1 2025. 834 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Harrell Investment Partners held 7,270 shares of UnitedHealth worth $3.02M as of Q2 2026.
  • Harrell Investment Partners sold 1,134 UnitedHealth shares in Q2 2026, an estimated $420K.
  • UnitedHealth made up 0.66% of Harrell Investment Partners's portfolio in Q2 2026, its #44 holding.
  • Harrell Investment Partners first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Harrell Investment Partners's UnitedHealth position peaked at $7.13M in Q1 2025.
  • 834 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.