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HBW Advisory Services’s UnitedHealth UNH Stock Holding History

HBW Advisory Services’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 		$4.79M Sell
11,519
-77
-0.7% -$28.5K 0.43% 50
2026
Q1 		$3.14M Sell
11,596
-37
-0.3% -$11K 0.33% 70
2025
Q4 		$3.84M Sell
11,633
-1,416
-11% -$480K 0.42% 51
2025
Q3 		$4.51M Buy
13,049
+934
+8% +$282K 0.51% 38
2025
Q2 		$3.78M Buy
12,115
+3,415
+39% +$1.31M 0.47% 44
2025
Q1 		$4.56M Buy
8,700
+149
+2% +$76.2K 0.65% 29
2024
Q4 		$4.33M Sell
8,551
-394
-4% -$224K 0.44% 33
2024
Q3 		$5.23M Sell
8,945
-486
-5% -$275K 0.76% 23
2024
Q2 		$4.8M Buy
9,431
+516
+6% +$253K 0.8% 23
2024
Q1 		$4.69M Hold
8,915
– – 0.88% 22
2023
Q4 		$4.69M Sell
8,915
-192
-2% -$102K 0.88% 22
2023
Q3 		$4.59M Sell
9,107
-740
-8% -$364K 0.96% 17
2023
Q2 		$3.06M Buy
9,847
+246
+3% +$120K 0.66% 41
2023
Q1 		$4.54M Sell
9,601
-142
-1% -$68.5K 1.13% 20
2022
Q4 		$5.17M Sell
9,743
-594
-6% -$315K 1.36% 13
2022
Q3 		$5.22M Sell
10,337
-43
-0.4% -$22.6K 1.46% 9
2022
Q2 		$5.33M Buy
10,380
+5,256
+103% +$2.64M 1.38% 9
2022
Q1 		$2.61M Sell
5,124
-6,452
-56% -$3.11M 0.92% 25
2021
Q4 		$5.81M Buy
11,576
+274
+2% +$124K 1.35% 13
2021
Q3 		$4.42M Sell
11,302
-747
-6% -$309K 1.14% 22
2021
Q2 		$4.83M Buy
12,049
+478
+4% +$191K 1.27% 14
2021
Q1 		$4.3M Buy
11,571
+839
+8% +$291K 1.15% 22
2020
Q4 		$3.76M Buy
10,732
+498
+5% +$167K 1.14% 27
2020
Q3 		$3.19M Buy
10,234
+1,867
+22% +$573K 1.31% 23
2020
Q2 		$2.47M Buy
8,367
+44
+0.5% +$12.6K 1.15% 22
2020
Q1 		$2.11M Buy
8,323
+520
+7% +$143K 1.52% 20
2019
Q4 		$2.2M Buy
+7,803
New +$2.04M 1.28% 31

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

HBW Advisory Services's UNH Position: Q2 2026 in Review

HBW Advisory Services reduced its UnitedHealth (UNH) stake by 0.66% in Q2 2026, selling an estimated $28.5K and leaving 11,519 shares worth $4.79M. The position accounts for 0.43% of the portfolio, ranked #50.

HBW Advisory Services first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.81M in Q4 2021. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • HBW Advisory Services held 11,519 shares of UnitedHealth worth $4.79M as of Q2 2026.
  • HBW Advisory Services sold 77 UnitedHealth shares in Q2 2026, an estimated $28.5K.
  • UnitedHealth made up 0.43% of HBW Advisory Services's portfolio in Q2 2026, its #50 holding.
  • HBW Advisory Services first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • HBW Advisory Services's UnitedHealth position peaked at $5.81M in Q4 2021.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.