Heck Capital Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $517K | Buy |
1,245
+11
| +0.9% | +$4.08K | 0.03% | 150 |
|
|
2026
Q1 | $334K | Sell |
1,234
-355
| -22% | -$106K | 0.02% | 169 |
|
|
2025
Q4 | $525K | Sell |
1,589
-447
| -22% | -$151K | 0.04% | 149 |
|
|
2025
Q3 | $703K | Buy |
2,036
+177
| +10% | +$53.5K | 0.05% | 121 |
|
|
2025
Q2 | $580K | Buy |
1,859
+396
| +27% | +$151K | 0.05% | 126 |
|
|
2025
Q1 | $766K | Sell |
1,463
-2,800
| -66% | -$1.43M | 0.09% | 94 |
|
|
2024
Q4 | $2.16M | Buy |
4,263
+3,256
| +323% | +$1.85M | 0.09% | 97 |
|
|
2024
Q3 | $589K | Sell |
1,007
-33
| -3% | -$18.7K | 0.07% | 100 |
|
|
2024
Q2 | $530K | Sell |
1,040
-3
| -0.3% | -$1.47K | 0.07% | 101 |
|
|
2024
Q1 | $516K | Sell |
1,043
-11
| -1% | -$5.59K | 0.08% | 93 |
|
|
2023
Q4 | $555K | Sell |
1,054
-96
| -8% | -$51.2K | 0.09% | 90 |
|
|
2023
Q3 | $580K | Sell |
1,150
-13
| -1% | -$6.4K | 0.11% | 90 |
|
|
2023
Q2 | $559K | Sell |
1,163
-24
| -2% | -$11.7K | 0.1% | 85 |
|
|
2023
Q1 | $561K | Buy |
1,187
+44
| +4% | +$21.2K | 0.11% | 76 |
|
|
2022
Q4 | $606K | Buy |
1,143
+14
| +1% | +$7.42K | 0.12% | 79 |
|
|
2022
Q3 | $570K | Buy |
1,129
+19
| +2% | +$9.99K | 0.12% | 80 |
|
|
2022
Q2 | $570K | Sell |
1,110
-137
| -11% | -$68.8K | 0.11% | 80 |
|
|
2022
Q1 | $636K | Sell |
1,247
-427
| -26% | -$206K | 0.11% | 80 |
|
|
2021
Q4 | $841K | Sell |
1,674
-120
| -7% | -$54.3K | 0.15% | 76 |
|
|
2021
Q3 | $701K | Sell |
1,794
-28
| -2% | -$11.6K | 0.14% | 74 |
|
|
2021
Q2 | $730K | Buy |
1,822
+25
| +1% | +$9.97K | 0.14% | 73 |
|
|
2021
Q1 | $669K | Sell |
1,797
-45
| -2% | -$15.6K | 0.15% | 68 |
|
|
2020
Q4 | $646K | Sell |
1,842
-3
| -0.2% | -$1.01K | 0.16% | 63 |
|
|
2020
Q3 | $575K | Buy |
1,845
+143
| +8% | +$43.9K | 0.16% | 55 |
|
|
2020
Q2 | $502K | Buy |
1,702
+403
| +31% | +$115K | 0.11% | 54 |
|
|
2020
Q1 | $324K | Sell |
1,299
-42
| -3% | -$11.6K | 0.09% | 61 |
|
|
2019
Q4 | $394K | Buy |
1,341
+61
| +5% | +$16K | 0.09% | 59 |
|
|
2019
Q3 | $278K | Buy |
1,280
+50
| +4% | +$12.1K | 0.09% | 71 |
|
|
2019
Q2 | $300K | Buy |
1,230
+487
| +66% | +$117K | 0.08% | 66 |
|
|
2019
Q1 | $184K | Buy |
743
+25
| +3% | +$6.38K | 0.06% | 78 |
|
|
2018
Q4 | $179K | Sell |
718
-16
| -2% | -$4.23K | 0.07% | 77 |
|
|
2018
Q3 | $195K | Sell |
734
-22
| -3% | -$5.72K | 0.06% | 74 |
|
|
2018
Q2 | $185K | Buy |
756
+3
| +0.4% | +$720 | 0.07% | 72 |
|
|
2018
Q1 | $161K | Sell |
753
-7
| -0.9% | -$1.6K | 0.07% | 66 |
|
|
2017
Q4 | $168K | Buy |
760
+10
| +1% | +$2.12K | 0.08% | 65 |
|
|
2017
Q3 | $147K | Buy |
750
+28
| +4% | +$5.41K | 0.08% | 66 |
|
|
2017
Q2 | $134K | Sell |
722
-56
| -7% | -$9.82K | 0.08% | 59 |
|
|
2017
Q1 | $128K | Buy |
+778
| New | +$127K | 0.08% | 58 |
|
Other funds holding UNH
Heck Capital Advisors's UNH Position: Q2 2026 in Review
Heck Capital Advisors increased its UnitedHealth (UNH) stake by 0.89% in Q2 2026, buying an estimated $4.08K and bringing the position to 1,245 shares worth $517K. The position accounts for 0.03% of the portfolio, ranked #150.
Heck Capital Advisors first reported a position in UNH in Q1 2017 and has held it in 38 quarters since. The position peaked at $2.16M in Q4 2024. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Heck Capital Advisors held 1,245 shares of UnitedHealth worth $517K as of Q2 2026.
- Heck Capital Advisors bought 11 UnitedHealth shares in Q2 2026, an estimated $4.08K.
- UnitedHealth made up 0.03% of Heck Capital Advisors's portfolio in Q2 2026, its #150 holding.
- Heck Capital Advisors first reported a position in UnitedHealth in Q1 2017 and has held it in 38 quarters since.
- Heck Capital Advisors's UnitedHealth position peaked at $2.16M in Q4 2024.
- 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.