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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
Q2 		$97.5M Sell
234,641
-66,160
-22% -$24.5M 1.38% 16
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 $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 $3.37T AUM 44.26% 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 Portfolios Group's UNH Position: Q2 2026 in Review

Harvest Portfolios Group reduced its UnitedHealth (UNH) stake by 22% in Q2 2026, selling an estimated $24.5M and leaving 234,641 shares worth $97.5M. The position accounts for 1.38% of the portfolio, ranked #16.

Harvest Portfolios Group first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Harvest Portfolios Group held 234,641 shares of UnitedHealth worth $97.5M as of Q2 2026.
  • Harvest Portfolios Group sold 66,160 UnitedHealth shares in Q2 2026, an estimated $24.5M.
  • UnitedHealth made up 1.38% of Harvest Portfolios Group's portfolio in Q2 2026, its #16 holding.
  • Harvest Portfolios Group first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.