HWA
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HHM Wealth Advisors’s UnitedHealth UNH Stock Holding History

HHM Wealth 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 		$1.17M Sell
2,820
-557
-16% -$206K 0.12% 72
2026
Q1 		$914K Buy
3,377
+63
+2% +$18.8K 0.11% 74
2025
Q4 		$1.09M Sell
3,314
-123
-4% -$41.7K 0.13% 66
2025
Q3 		$1.19M Buy
3,437
+226
+7% +$68.4K 0.14% 63
2025
Q2 		$1M Buy
3,211
+264
+9% +$101K 0.12% 68
2025
Q1 		$1.54M Buy
2,947
+26
+0.9% +$13.3K 0.21% 51
2024
Q4 		$1.48M Buy
2,921
+1,866
+177% +$1.06M 0.2% 54
2024
Q3 		$617K Buy
1,055
+64
+6% +$36.2K 0.09% 87
2024
Q2 		$505K Sell
991
-44
-4% -$21.6K 0.08% 95
2024
Q1 		$512K Sell
1,035
-38
-4% -$19.3K 0.08% 79
2023
Q4 		$565K Hold
1,073
– – 0.1% 71
2023
Q3 		$541K Hold
1,073
– – 0.11% 67
2023
Q2 		$516K Buy
1,073
+295
+38% +$144K 0.1% 74
2023
Q1 		$368K Buy
778
+138
+22% +$66.6K 0.08% 82
2022
Q4 		$339K Buy
640
+8
+1% +$4.24K 0.08% 85
2022
Q3 		$319K Sell
632
-213
-25% -$112K 0.08% 75
2022
Q2 		$434K Sell
845
-35
-4% -$17.6K 0.11% 70
2022
Q1 		$449K Buy
880
+3
+0.3% +$1.45K 0.11% 77
2021
Q4 		$440K Hold
877
– – 0.11% 77
2021
Q3 		$343K Sell
877
-4
-0.5% -$1.66K 0.09% 92
2021
Q2 		$353K Hold
881
– – 0.1% 85
2021
Q1 		$328K Buy
881
+7
+0.8% +$2.43K 0.1% 80
2020
Q4 		$306K Buy
874
+166
+23% +$55.6K 0.11% 72
2020
Q3 		$221K Sell
708
-7
-1% -$2.15K 0.09% 82
2020
Q2 		$211K Hold
715
– – 0.09% 81
2020
Q1 		$178K Buy
+715
New +$197K 0.09% 83

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

HHM Wealth Advisors's UNH Position: Q2 2026 in Review

HHM Wealth Advisors reduced its UnitedHealth (UNH) stake by 16% in Q2 2026, selling an estimated $206K and leaving 2,820 shares worth $1.17M. The position accounts for 0.12% of the portfolio, ranked #72.

HHM Wealth Advisors first reported a position in UNH in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.54M in Q1 2025. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • HHM Wealth Advisors held 2,820 shares of UnitedHealth worth $1.17M as of Q2 2026.
  • HHM Wealth Advisors sold 557 UnitedHealth shares in Q2 2026, an estimated $206K.
  • UnitedHealth made up 0.12% of HHM Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • HHM Wealth Advisors first reported a position in UnitedHealth in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's UnitedHealth position peaked at $1.54M in Q1 2025.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.