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Harvest Investment Services’s UnitedHealth UNH Stock Holding History

Harvest Investment Services’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 		– Sell
-1,127
Closed -$372K – 385
2025
Q4 		$372K Buy
+1,127
New +$382K 0.07% 230
2025
Q2 		– Sell
-423
Closed -$222K – 352
2025
Q1 		$222K Sell
423
-99
-19% -$50.6K 0.06% 242
2024
Q4 		$264K Buy
522
+93
+22% +$52.8K 0.06% 226
2024
Q3 		$251K Buy
+429
New +$243K 0.08% 193
2023
Q1 		– Sell
-412
Closed -$218K – 156
2022
Q4 		$218K Sell
412
-15
-4% -$7.95K 0.23% 104
2022
Q3 		$215K Buy
427
+17
+4% +$8.94K 0.26% 101
2022
Q2 		$210K Sell
410
-10
-2% -$5.02K 0.16% 138
2022
Q1 		$214K Sell
420
-43
-9% -$20.7K 0.13% 166
2021
Q4 		$232K Sell
463
-106
-19% -$48K 0.1% 230
2021
Q3 		$222K Buy
569
+10
+2% +$4.14K 0.09% 253
2021
Q2 		$223K Sell
559
-13
-2% -$5.18K 0.09% 254
2021
Q1 		$213K Buy
+572
New +$198K 0.1% 236
2020
Q4 		– Sell
-1,262
Closed -$393K – 244
2020
Q3 		$393K Sell
1,262
-86
-6% -$26.4K 0.23% 106
2020
Q2 		$397K Buy
+1,348
New +$386K 0.24% 108
2019
Q2 		– Sell
-1,094
Closed -$268K – 176
2019
Q1 		$268K Buy
1,094
+37
+4% +$9.44K 0.16% 122
2018
Q4 		$282K Buy
+1,057
New +$279K 0.26% 82

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

Harvest Investment Services's UNH Position: Q1 2026 in Review

Harvest Investment Services sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 1,127 shares — an estimated $372K sold.

Harvest Investment Services first reported a position in UNH in Q4 2018 and held it in 16 quarters. The position peaked at $397K in Q2 2020. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Harvest Investment Services reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Harvest Investment Services sold 1,127 UnitedHealth shares in Q1 2026, an estimated $372K.
  • Harvest Investment Services first reported a position in UnitedHealth in Q4 2018 and held it in 16 quarters.
  • Harvest Investment Services's UnitedHealth position peaked at $397K in Q2 2020.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.