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Harvey Investment Company’s UnitedHealth UNH Stock Holding History

Harvey Investment Company’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 		$1.77M Sell
4,265
-370
-8% -$137K 0.19% 58
2026
Q1 		$1.25M Sell
4,635
-28
-0.6% -$8.34K 0.14% 63
2025
Q4 		$1.54M Sell
4,663
-305
-6% -$103K 0.16% 58
2025
Q3 		$1.72M Sell
4,968
-258
-5% -$78K 0.18% 55
2025
Q2 		$1.63M Buy
5,226
+380
+8% +$145K 0.18% 60
2025
Q1 		$2.54M Buy
4,846
+5
+0.1% +$2.56K 0.28% 48
2024
Q4 		$2.45M Buy
4,841
+190
+4% +$108K 0.28% 47
2024
Q3 		$2.72M Hold
4,651
– – 0.31% 49
2024
Q2 		$2.37M Sell
4,651
-50
-1% -$24.5K 0.28% 49
2024
Q1 		$2.33M Buy
4,701
+70
+2% +$35.6K 0.26% 50
2023
Q4 		$2.44M Sell
4,631
-145
-3% -$77.3K 0.3% 49
2023
Q3 		$2.41M Hold
4,776
– – 0.32% 48
2023
Q2 		$2.3M Sell
4,776
-177
-4% -$86.5K 0.3% 50
2023
Q1 		$2.34M Buy
4,953
+213
+4% +$103K 0.29% 50
2022
Q4 		$2.51M Sell
4,740
-40
-0.8% -$21.2K 0.32% 48
2022
Q3 		$2.41M Sell
4,780
-55
-1% -$28.9K 0.35% 46
2022
Q2 		$2.48M Buy
4,835
+20
+0.4% +$10K 0.35% 48
2022
Q1 		$2.46M Buy
4,815
+10
+0.2% +$4.82K 0.3% 49
2021
Q4 		$2.41M Buy
4,805
+90
+2% +$40.7K 0.28% 49
2021
Q3 		$1.84M Buy
4,715
+535
+13% +$222K 0.24% 53
2021
Q2 		$1.67M Buy
4,180
+180
+5% +$71.8K 0.22% 52
2021
Q1 		$1.49M Buy
+4,000
New +$1.39M 0.21% 53

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Harvey Investment Company's UNH Position: Q2 2026 in Review

Harvey Investment Company reduced its UnitedHealth (UNH) stake by 8% in Q2 2026, selling an estimated $137K and leaving 4,265 shares worth $1.77M. The position accounts for 0.19% of the portfolio, ranked #58.

Harvey Investment Company first reported a position in UNH in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.72M in Q3 2024. 1,613 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Harvey Investment Company held 4,265 shares of UnitedHealth worth $1.77M as of Q2 2026.
  • Harvey Investment Company sold 370 UnitedHealth shares in Q2 2026, an estimated $137K.
  • UnitedHealth made up 0.19% of Harvey Investment Company's portfolio in Q2 2026, its #58 holding.
  • Harvey Investment Company first reported a position in UnitedHealth in Q1 2021 and has held it in 22 quarters since.
  • Harvey Investment Company's UnitedHealth position peaked at $2.72M in Q3 2024.
  • 1,613 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Harvey Investment Company's 13F filing for Q2 2026, filed 22 Jul 2026.