HA
UNH icon

Heartland Advisors’s UnitedHealth UNH Stock Holding History

Heartland Advisors’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
Q1 		$256K Hold
945
– – 0.01% 228
2025
Q4 		$312K Hold
945
– – 0.02% 231
2025
Q3 		$326K Buy
+945
New +$286K 0.02% 220

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Heartland Advisors's UNH Position: Q1 2026 in Review

Heartland Advisors held its UnitedHealth (UNH) position steady in Q1 2026 at 945 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #228.

Heartland Advisors first reported a position in UNH in Q3 2025 and has held it in 3 quarters since. The position peaked at $326K in Q3 2025. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Heartland Advisors held 945 shares of UnitedHealth worth $256K as of Q1 2026.
  • Heartland Advisors left its UnitedHealth share count unchanged in Q1 2026.
  • UnitedHealth made up 0.01% of Heartland Advisors's portfolio in Q1 2026, its #228 holding.
  • Heartland Advisors first reported a position in UnitedHealth in Q3 2025 and has held it in 3 quarters since.
  • Heartland Advisors's UnitedHealth position peaked at $326K in Q3 2025.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.