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HFM Investment Advisors’s UnitedHealth UNH Stock Holding History

HFM Investment 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
Q2 		$11.6K Buy
28
+23
+460% +$8.53K ﹤0.01% 109
2026
Q1 		$1.35K Sell
5
-4
-44% -$1.19K ﹤0.01% 312
2025
Q4 		$2.97K Buy
9
+4
+80% +$1.36K ﹤0.01% 242
2025
Q3 		$1.73K Sell
5
-2
-29% -$605 ﹤0.01% 218
2025
Q2 		$2.18K Buy
7
+2
+40% +$764 ﹤0.01% 170
2025
Q1 		$2.62K Buy
+5
New +$2.56K ﹤0.01% 126

Other funds holding UNH

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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

HFM Investment Advisors's UNH Position: Q2 2026 in Review

HFM Investment Advisors increased its UnitedHealth (UNH) stake by 460% in Q2 2026, buying an estimated $8.53K and bringing the position to 28 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #109.

HFM Investment Advisors first reported a position in UNH in Q1 2025 and has held it in 6 quarters since. 1,674 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • HFM Investment Advisors held 28 shares of UnitedHealth worth $11.6K as of Q2 2026.
  • HFM Investment Advisors bought 23 UnitedHealth shares in Q2 2026, an estimated $8.53K.
  • UnitedHealth made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #109 holding.
  • HFM Investment Advisors first reported a position in UnitedHealth in Q1 2025 and has held it in 6 quarters since.
  • 1,674 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.