HFR Wealth Management’s UnitedHealth UNH Stock Holding History

HFR Wealth 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	$409K	Sell	985 -105	-10%	-$38.9K	0.1%	41
2026 Q1	$295K	Hold	1,090	–	–	0.07%	44
2025 Q4	$360K	Hold	1,090	–	–	0.08%	41
2025 Q3	$376K	Hold	1,090	–	–	0.09%	41
2025 Q2	$340K	Hold	1,090	–	–	0.08%	42
2025 Q1	$571K	Sell	1,090 -50	-4%	-$25.6K	0.14%	37
2024 Q4	$577K	Buy	1,140 +110	+11%	+$62.5K	0.14%	37
2024 Q3	$602K	Hold	1,030	–	–	0.15%	37
2024 Q2	$525K	Hold	1,030	–	–	0.13%	41
2024 Q1	$510K	Hold	1,030	–	–	0.13%	44
2023 Q4	$542K	Buy	1,030 +110	+12%	+$58.7K	0.15%	41
2023 Q3	$464K	Hold	920	–	–	0.14%	42
2023 Q2	$442K	Sell	920 -15	-2%	-$7.33K	0.12%	42
2023 Q1	$442K	Sell	935 -41	-4%	-$19.8K	0.13%	43
2022 Q4	$517K	Buy	976 +16	+2%	+$8.47K	0.15%	42
2022 Q3	$485K	Hold	960	–	–	0.16%	39
2022 Q2	$493K	Hold	960	–	–	0.15%	40
2022 Q1	$490K	Hold	960	–	–	0.13%	41
2021 Q4	$482K	Hold	960	–	–	0.12%	44
2021 Q3	$375K	Hold	960	–	–	0.11%	46
2021 Q2	$384K	Buy	+960	New	+$383K	0.12%	46

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HFR Wealth Management's UNH Position: Q2 2026 in Review

HFR Wealth Management reduced its UnitedHealth (UNH) stake by 9.6% in Q2 2026, selling an estimated $38.9K and leaving 985 shares worth $409K. The position accounts for 0.1% of the portfolio, ranked #41.

HFR Wealth Management first reported a position in UNH in Q2 2021 and has held it in 21 quarters since. The position peaked at $602K in Q3 2024. 3,360 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

HFR Wealth Management held 985 shares of UnitedHealth worth $409K as of Q2 2026.
HFR Wealth Management sold 105 UnitedHealth shares in Q2 2026, an estimated $38.9K.
UnitedHealth made up 0.1% of HFR Wealth Management's portfolio in Q2 2026, its #41 holding.
HFR Wealth Management first reported a position in UnitedHealth in Q2 2021 and has held it in 21 quarters since.
HFR Wealth Management's UnitedHealth position peaked at $602K in Q3 2024.
3,360 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.