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Harvest Portfolios Group’s UnitedHealth UNH Stock Holding History

Harvest Portfolios Group’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 		$81.4M Buy
300,801
+66,598
+28% +$19.8M 1.34% 18
2025
Q4 		$77.3M Sell
234,203
-17,078
-7% -$5.79M 1.34% 16
2025
Q3 		$86.8M Buy
251,281
+58,544
+30% +$17.7M 1.6% 15
2025
Q2 		$60.1M Buy
192,737
+42,043
+28% +$16.1M 1.4% 15
2025
Q1 		$78.9M Buy
150,694
+14,061
+10% +$7.19M 2.33% 5
2024
Q4 		$69.1M Buy
136,633
+9,843
+8% +$5.59M 2.31% 6
2024
Q3 		$74.1M Sell
126,790
-12,862
-9% -$7.27M 2.46% 5
2024
Q2 		$71.1M Buy
139,652
+552
+0.4% +$271K 2.72% 2
2024
Q1 		$68.8M Buy
139,100
+12,378
+10% +$6.29M 2.69% 3
2023
Q4 		$66.7M Sell
126,722
-15,865
-11% -$8.46M 2.83% 3
2023
Q3 		$71.9M Sell
142,587
-7,639
-5% -$3.76M 3.39% 1
2023
Q2 		$72.2M Buy
150,226
+14,920
+11% +$7.3M 3.31% 1
2023
Q1 		$63.9M Buy
135,306
+27,031
+25% +$13M 3.14% 2
2022
Q4 		$57.4M Buy
+108,275
New +$57.4M 3.3% 2

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 Portfolios Group's UNH Position: Q1 2026 in Review

Harvest Portfolios Group increased its UnitedHealth (UNH) stake by 28% in Q1 2026, buying an estimated $19.8M and bringing the position to 300,801 shares worth $81.4M. The position accounts for 1.34% of the portfolio, ranked #18.

Harvest Portfolios Group first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $86.8M in Q3 2025. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Harvest Portfolios Group held 300,801 shares of UnitedHealth worth $81.4M as of Q1 2026.
  • Harvest Portfolios Group bought 66,598 UnitedHealth shares in Q1 2026, an estimated $19.8M.
  • UnitedHealth made up 1.34% of Harvest Portfolios Group's portfolio in Q1 2026, its #18 holding.
  • Harvest Portfolios Group first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
  • Harvest Portfolios Group's UnitedHealth position peaked at $86.8M in Q3 2025.
  • 3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Harvest Portfolios Group's 13F filing for Q1 2026, filed 14 May 2026.