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Hennion & Walsh Asset Management’s UnitedHealth UNH Stock Holding History

Hennion & Walsh Asset 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 		$6.09M Sell
14,653
-90
-0.6% -$33.4K 0.17% 144
2026
Q1 		$3.99M Buy
14,743
+577
+4% +$172K 0.13% 198
2025
Q4 		$4.68M Sell
14,166
-726
-5% -$246K 0.16% 158
2025
Q3 		$5.14M Buy
14,892
+555
+4% +$168K 0.19% 133
2025
Q2 		$4.47M Buy
14,337
+1,272
+10% +$486K 0.18% 131
2025
Q1 		$6.84M Buy
13,065
+281
+2% +$144K 0.3% 59
2024
Q4 		$6.47M Buy
12,784
+1,668
+15% +$948K 0.29% 66
2024
Q3 		$6.5M Buy
11,116
+1,156
+12% +$654K 0.3% 61
2024
Q2 		$5.07M Buy
9,960
+1,283
+15% +$629K 0.26% 83
2024
Q1 		$4.29M Buy
8,677
+751
+9% +$382K 0.23% 102
2023
Q4 		$4.17M Sell
7,926
-613
-7% -$327K 0.24% 102
2023
Q3 		$4.31M Sell
8,539
-2,677
-24% -$1.32M 0.27% 84
2023
Q2 		$5.39M Sell
11,216
-2,532
-18% -$1.24M 0.32% 69
2023
Q1 		$6.5M Sell
13,748
-3,018
-18% -$1.46M 0.4% 55
2022
Q4 		$8.89M Sell
16,766
-299
-2% -$158K 0.55% 35
2022
Q3 		$8.62M Sell
17,065
-842
-5% -$443K 0.57% 33
2022
Q2 		$9.2M Buy
17,907
+1,674
+10% +$841K 0.57% 36
2022
Q1 		$8.28M Buy
16,233
+343
+2% +$165K 0.44% 52
2021
Q4 		$7.98M Buy
15,890
+2,083
+15% +$943K 0.39% 61
2021
Q3 		$5.39M Buy
13,807
+2,239
+19% +$927K 0.28% 90
2021
Q2 		$4.63M Sell
11,568
-1,092
-9% -$435K 0.25% 102
2021
Q1 		$4.71M Buy
+12,660
New +$4.39M 0.28% 91

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Hennion & Walsh Asset Management's UNH Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its UnitedHealth (UNH) stake by 0.61% in Q2 2026, selling an estimated $33.4K and leaving 14,653 shares worth $6.09M. The position accounts for 0.17% of the portfolio, ranked #144.

Hennion & Walsh Asset Management first reported a position in UNH in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.2M in Q2 2022. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Hennion & Walsh Asset Management held 14,653 shares of UnitedHealth worth $6.09M as of Q2 2026.
  • Hennion & Walsh Asset Management sold 90 UnitedHealth shares in Q2 2026, an estimated $33.4K.
  • UnitedHealth made up 0.17% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #144 holding.
  • Hennion & Walsh Asset Management first reported a position in UnitedHealth in Q1 2021 and has held it in 22 quarters since.
  • Hennion & Walsh Asset Management's UnitedHealth position peaked at $9.2M in Q2 2022.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.