HWM
UNH icon

HB Wealth Management’s UnitedHealth UNH Stock Holding History

HB Wealth Management’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 		$24.3M Buy
58,523
+9,295
+19% +$3.45M 0.14% 89
2026
Q1 		$13.3M Buy
49,228
+1,705
+4% +$508K 0.09% 126
2025
Q4 		$15.7M Buy
47,523
+2,591
+6% +$878K 0.1% 108
2025
Q3 		$15.5M Sell
44,932
-4,020
-8% -$1.22M 0.11% 103
2025
Q2 		$15.3M Sell
48,952
-15,828
-24% -$6.05M 0.12% 93
2025
Q1 		$33.9M Buy
64,780
+12,794
+25% +$6.54M 0.28% 49
2024
Q4 		$26.3M Buy
51,986
+1,029
+2% +$585K 0.27% 45
2024
Q3 		$29.8M Buy
50,957
+1,387
+3% +$784K 0.32% 38
2024
Q2 		$25.2M Buy
49,570
+4,608
+10% +$2.26M 0.29% 37
2024
Q1 		$22.2M Buy
44,962
+4,615
+11% +$2.35M 0.28% 39
2023
Q4 		$21.2M Buy
40,347
+2,394
+6% +$1.28M 0.31% 36
2023
Q3 		$19.1M Buy
37,953
+1,701
+5% +$837K 0.31% 37
2023
Q2 		$17.4M Buy
36,252
+1,998
+6% +$977K 0.28% 38
2023
Q1 		$16.2M Buy
34,254
+360
+1% +$174K 0.28% 37
2022
Q4 		$18M Buy
33,894
+4,274
+14% +$2.26M 0.33% 36
2022
Q3 		$15M Buy
29,620
+748
+3% +$393K 0.32% 33
2022
Q2 		$14.8M Buy
28,872
+1,235
+4% +$620K 0.3% 32
2022
Q1 		$14.1M Buy
27,637
+3,758
+16% +$1.81M 0.26% 36
2021
Q4 		$12M Buy
+23,879
New +$10.8M 0.24% 38

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

HB Wealth Management's UNH Position: Q2 2026 in Review

HB Wealth Management increased its UnitedHealth (UNH) stake by 19% in Q2 2026, buying an estimated $3.45M and bringing the position to 58,523 shares worth $24.3M. The position accounts for 0.14% of the portfolio, ranked #89.

HB Wealth Management first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $33.9M in Q1 2025. 1,641 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • HB Wealth Management held 58,523 shares of UnitedHealth worth $24.3M as of Q2 2026.
  • HB Wealth Management bought 9,295 UnitedHealth shares in Q2 2026, an estimated $3.45M.
  • UnitedHealth made up 0.14% of HB Wealth Management's portfolio in Q2 2026, its #89 holding.
  • HB Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's UnitedHealth position peaked at $33.9M in Q1 2025.
  • 1,641 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.