Hibernia Wealth Partners’s UnitedHealth UNH Stock Holding History

Hibernia Wealth Partners’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	$225K	Buy	+542	New	+$201K	0.12%	71
2025 Q3	–	Sell	-663	Closed	-$207K	–	100
2025 Q2	$207K	Buy	+663	New	+$253K	0.07%	98
2024 Q4	–	Sell	-1,373	Closed	-$803K	–	113
2024 Q3	$803K	Buy	1,373 +607	+79%	+$343K	0.24%	38
2024 Q2	$390K	Buy	766 +198	+35%	+$97K	0.14%	50
2024 Q1	$281K	Sell	568 -9	-2%	-$4.58K	0.19%	62
2023 Q4	$304K	Buy	577 +529	+1,102%	+$282K	0.23%	48
2023 Q3	$24.2K	Buy	+48	New	+$23.6K	0.02%	120

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Hibernia Wealth Partners's UNH Position: Q2 2026 in Review

Hibernia Wealth Partners opened a new position in UnitedHealth (UNH) in Q2 2026: 542 shares worth $225K. The stake represents 0.12% of the portfolio and ranks #71 among its holdings. This is a return to the name: Hibernia Wealth Partners previously reported a position in UNH as recently as Q2 2025.

Hibernia Wealth Partners first reported a position in UNH in Q3 2023 and has held it in 7 quarters since. The position peaked at $803K in Q3 2024. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Hibernia Wealth Partners held 542 shares of UnitedHealth worth $225K as of Q2 2026.
UnitedHealth was a new Hibernia Wealth Partners position in Q2 2026.
UnitedHealth made up 0.12% of Hibernia Wealth Partners's portfolio in Q2 2026, its #71 holding.
Hibernia Wealth Partners first reported a position in UnitedHealth in Q3 2023 and has held it in 7 quarters since.
Hibernia Wealth Partners's UnitedHealth position peaked at $803K in Q3 2024.
1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.