HFM
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Hartford Funds Management’s UnitedHealth UNH Stock Holding History

Hartford Funds 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
Q1 		$868K Buy
3,207
+517
+19% +$154K 0.08% 81
2025
Q4 		$889K Sell
2,690
-94
-3% -$31.9K 0.07% 71
2025
Q3 		$962K Sell
2,784
-11
-0.4% -$3.33K 0.08% 46
2025
Q2 		$873K Sell
2,795
-3,144
-53% -$1.2M 0.08% 59
2025
Q1 		$3.11M Buy
5,939
+722
+14% +$369K 0.28% 13
2024
Q4 		$2.64M Sell
5,217
-133
-2% -$75.6K 0.24% 15
2024
Q3 		$3.13M Sell
5,350
-114
-2% -$64.5K 0.29% 10
2024
Q2 		$2.78M Buy
5,464
+593
+12% +$291K 0.26% 10
2024
Q1 		$2.41M Buy
4,871
+226
+5% +$115K 0.23% 10
2023
Q4 		$2.45M Buy
4,645
+896
+24% +$478K 0.24% 9
2023
Q3 		$1.89M Buy
3,749
+245
+7% +$121K 0.2% 9
2023
Q2 		$1.68M Buy
3,504
+482
+16% +$236K 0.17% 9
2023
Q1 		$1.43M Buy
3,022
+282
+10% +$136K 0.14% 10
2022
Q4 		$1.45M Buy
2,740
+1,587
+138% +$841K 0.15% 8
2022
Q3 		$583K Buy
1,153
+319
+38% +$168K 0.07% 9
2022
Q2 		$429K Buy
834
+257
+45% +$129K 0.05% 10
2022
Q1 		$295K Buy
+577
New +$278K 0.03% 11

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Hartford Funds Management's UNH Position: Q1 2026 in Review

Hartford Funds Management increased its UnitedHealth (UNH) stake by 19% in Q1 2026, buying an estimated $154K and bringing the position to 3,207 shares worth $868K. The position accounts for 0.08% of the portfolio, ranked #81.

Hartford Funds Management first reported a position in UNH in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.13M in Q3 2024. 3,022 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Hartford Funds Management held 3,207 shares of UnitedHealth worth $868K as of Q1 2026.
  • Hartford Funds Management bought 517 UnitedHealth shares in Q1 2026, an estimated $154K.
  • UnitedHealth made up 0.08% of Hartford Funds Management's portfolio in Q1 2026, its #81 holding.
  • Hartford Funds Management first reported a position in UnitedHealth in Q1 2022 and has held it in 17 quarters since.
  • Hartford Funds Management's UnitedHealth position peaked at $3.13M in Q3 2024.
  • 3,022 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Hartford Funds Management's 13F filing for Q1 2026, filed 4 May 2026.