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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
Q2 		$264K Buy
+636
New +$236K 0.04% 333
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Harvest Investment Services's UNH Position: Q2 2026 in Review

Harvest Investment Services opened a new position in UnitedHealth (UNH) in Q2 2026: 636 shares worth $264K. The stake represents 0.04% of the portfolio and ranks #333 among its holdings. This is a return to the name: Harvest Investment Services previously reported a position in UNH as recently as Q4 2025.

Harvest Investment Services first reported a position in UNH in Q4 2018 and has held it in 17 quarters since. The position peaked at $397K in Q2 2020. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Harvest Investment Services held 636 shares of UnitedHealth worth $264K as of Q2 2026.
  • UnitedHealth was a new Harvest Investment Services position in Q2 2026.
  • UnitedHealth made up 0.04% of Harvest Investment Services's portfolio in Q2 2026, its #333 holding.
  • Harvest Investment Services first reported a position in UnitedHealth in Q4 2018 and has held it in 17 quarters since.
  • Harvest Investment Services's UnitedHealth position peaked at $397K in Q2 2020.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.