HBW
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Hazlett, Burt & Watson’s UnitedHealth UNH Stock Holding History

Hazlett, Burt & Watson’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 		$67K Buy
163
+5
+3% +$1.85K 0.02% 414
2026
Q1 		$44K Sell
158
-48
-23% -$14.3K 0.01% 470
2025
Q4 		$68K Sell
206
-4
-2% -$1.36K 0.02% 395
2025
Q3 		$73K Sell
210
-20
-9% -$6.05K 0.03% 370
2025
Q2 		$72K Sell
230
-429
-65% -$164K 0.03% 326
2025
Q1 		$344K Sell
659
-33
-5% -$16.9K 0.15% 133
2024
Q4 		$352K Sell
692
-3
-0.4% -$1.71K 0.16% 133
2024
Q3 		$408K Sell
695
-10
-1% -$5.66K 0.19% 124
2024
Q2 		$361K Buy
705
+1
+0.1% +$490 0.19% 115
2024
Q1 		$349K Sell
704
-47
-6% -$23.9K 0.21% 100
2023
Q4 		$396K Sell
751
-140
-16% -$74.7K 0.27% 75
2023
Q3 		$450K Buy
891
+24
+3% +$11.8K 0.34% 60
2023
Q2 		$417K Buy
867
+168
+24% +$82.1K 0.31% 67
2023
Q1 		$333K Buy
699
+162
+30% +$78.2K 0.27% 80
2022
Q4 		$285K Buy
537
+120
+29% +$63.6K 0.25% 89
2022
Q3 		$211K Sell
417
-6
-1% -$3.15K 0.2% 107
2022
Q2 		$216K Hold
423
– – 0.2% 110
2022
Q1 		$216K Buy
+423
New +$204K 0.17% 124

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

Hazlett, Burt & Watson's UNH Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its UnitedHealth (UNH) stake by 3.2% in Q2 2026, buying an estimated $1.85K and bringing the position to 163 shares worth $67K. The position accounts for 0.02% of the portfolio, ranked #414.

Hazlett, Burt & Watson first reported a position in UNH in Q1 2022 and has held it in 18 quarters since. The position peaked at $450K in Q3 2023. 1,670 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Hazlett, Burt & Watson held 163 shares of UnitedHealth worth $67K as of Q2 2026.
  • Hazlett, Burt & Watson bought 5 UnitedHealth shares in Q2 2026, an estimated $1.85K.
  • UnitedHealth made up 0.02% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #414 holding.
  • Hazlett, Burt & Watson first reported a position in UnitedHealth in Q1 2022 and has held it in 18 quarters since.
  • Hazlett, Burt & Watson's UnitedHealth position peaked at $450K in Q3 2023.
  • 1,670 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.