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Hartline Investment Corp’s UnitedHealth UNH Stock Holding History

Hartline Investment Corp’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
2025
Q2 		– Sell
-2,994
Closed -$1.57M – 110
2025
Q1 		$1.57M Buy
2,994
+34
+1% +$17.4K 0.21% 52
2024
Q4 		$1.5M Sell
2,960
-720
-20% -$409K 0.17% 56
2024
Q3 		$2.15M Hold
3,680
– – 0.27% 45
2024
Q2 		$1.87M Sell
3,680
-1,442
-28% -$707K 0.25% 45
2024
Q1 		$2.53M Buy
5,122
+294
+6% +$149K 0.45% 45
2023
Q4 		$2.54M Buy
4,828
+3
+0.1% +$1.6K 0.41% 36
2023
Q3 		$2.43M Buy
4,825
+174
+4% +$85.6K 0.44% 36
2023
Q2 		$2.24M Sell
4,651
-1,484
-24% -$726K 0.38% 38
2023
Q1 		$2.9M Sell
6,135
-439
-7% -$212K 0.58% 34
2022
Q4 		$3.49M Buy
6,574
+5,508
+517% +$2.92M 0.79% 26
2022
Q3 		$539K Sell
1,066
-383
-26% -$201K 0.45% 41
2022
Q2 		$508K Hold
1,449
– – 0.07% 84
2022
Q1 		$580K Sell
1,449
-1,857
-56% -$896K 0.07% 88
2021
Q4 		$1.66M Buy
3,306
+1,857
+128% +$841K 0.23% 60
2021
Q3 		$566K Hold
1,449
– – 0.08% 89
2021
Q2 		$580K Hold
1,449
– – 0.07% 88
2021
Q1 		$539K Hold
1,449
– – 0.08% 87
2020
Q4 		$508K Buy
1,449
+9
+0.6% +$3.02K 0.07% 84
2020
Q3 		$449K Hold
1,440
– – 0.08% 81
2020
Q2 		$425K Hold
1,440
– – 0.09% 77
2020
Q1 		$359K Hold
1,440
– – 0.09% 86
2019
Q4 		$423K Hold
1,440
– – 0.09% 92
2019
Q3 		$313K Hold
1,440
– – 0.08% 97
2019
Q2 		$351K Sell
1,440
-4,538
-76% -$1.09M 0.08% 92
2019
Q1 		$1.48M Buy
5,978
+4,503
+305% +$1.15M 0.39% 51
2018
Q4 		$367K Buy
+1,475
New +$390K 0.11% 94

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Hartline Investment Corp's UNH Position: Q2 2025 in Review

Hartline Investment Corp sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 2,994 shares — an estimated $1.57M sold.

Hartline Investment Corp first reported a position in UNH in Q4 2018 and held it in 26 quarters. The position peaked at $3.49M in Q4 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Hartline Investment Corp reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Hartline Investment Corp sold 2,994 UnitedHealth shares in Q2 2025, an estimated $1.57M.
  • Hartline Investment Corp first reported a position in UnitedHealth in Q4 2018 and held it in 26 quarters.
  • Hartline Investment Corp's UnitedHealth position peaked at $3.49M in Q4 2022.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Hartline Investment Corp's 13F filing for Q2 2025, filed 29 Jul 2025.