HF Advisory Group’s UnitedHealth UNH Stock Holding History

HF Advisory Group’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	–	Sell	-1,565	Closed	-$517K	–	173
2025 Q4	$517K	Sell	1,565 -993	-39%	-$337K	0.18%	128
2025 Q3	$883K	Buy	2,558 +866	+51%	+$262K	0.32%	100
2025 Q2	$528K	Buy	1,692 +282	+20%	+$108K	0.21%	123
2025 Q1	$738K	Buy	1,410 +147	+12%	+$75.1K	0.32%	106
2024 Q4	$639K	Buy	1,263 +64	+5%	+$36.4K	0.29%	110
2024 Q3	$701K	Sell	1,199 -59	-5%	-$33.4K	0.33%	108
2024 Q2	$640K	Sell	1,258 -282	-18%	-$138K	0.33%	105
2024 Q1	$762K	Buy	1,540 +251	+19%	+$128K	0.43%	84
2023 Q4	$678K	Buy	1,289 +448	+53%	+$239K	0.43%	85
2023 Q3	$433K	Buy	841 +106	+14%	+$52.2K	0.32%	103
2023 Q2	$353K	Sell	735 -55	-7%	-$26.9K	0.28%	107
2023 Q1	$373K	Buy	790 +131	+20%	+$63.2K	0.33%	96
2022 Q4	$349K	Buy	+659	New	+$349K	0.35%	92

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

HF Advisory Group's UNH Position: Q1 2026 in Review

HF Advisory Group sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 1,565 shares — an estimated $517K sold.

HF Advisory Group first reported a position in UNH in Q4 2022 and held it in 13 quarters. The position peaked at $883K in Q3 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

HF Advisory Group reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
HF Advisory Group sold 1,565 UnitedHealth shares in Q1 2026, an estimated $517K.
HF Advisory Group first reported a position in UnitedHealth in Q4 2022 and held it in 13 quarters.
HF Advisory Group's UnitedHealth position peaked at $883K in Q3 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on HF Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.