HWP
UNH icon

Highline Wealth Partners’s UnitedHealth UNH Stock Holding History

Highline 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 		$121K Sell
291
-35
-11% -$13K 0.02% 150
2026
Q1 		$88.2K Buy
326
+68
+26% +$20.3K 0.02% 126
2025
Q4 		$85.1K Buy
258
+36
+16% +$12.2K 0.02% 102
2025
Q3 		$76.6K Buy
222
+1
+0.5% +$302 0.02% 136
2025
Q2 		$68.9K Buy
221
+2
+0.9% +$764 0.02% 126
2025
Q1 		$115K Buy
219
+19
+10% +$9.71K 0.04% 107
2024
Q4 		$101K Buy
200
+107
+115% +$60.8K 0.03% 105
2024
Q3 		$54.5K Buy
93
+5
+6% +$2.83K 0.02% 129
2024
Q2 		$44.9K Buy
88
+52
+144% +$25.5K 0.02% 131
2024
Q1 		$17.8K Hold
36
– – 0.01% 177
2023
Q4 		$19K Hold
36
– – 0.01% 166
2023
Q3 		$18.2K Hold
36
– – 0.01% 153
2023
Q2 		$17.3K Hold
36
– – 0.01% 136
2023
Q1 		$17K Buy
36
+4
+13% +$1.93K 0.01% 138
2022
Q4 		$17K Hold
32
– – 0.01% 135
2022
Q3 		$16.2K Buy
+32
New +$16.8K 0.01% 119

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 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

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

Highline Wealth Partners reduced its UnitedHealth (UNH) stake by 11% in Q2 2026, selling an estimated $13K and leaving 291 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #150.

Highline Wealth Partners first reported a position in UNH in Q3 2022 and has held it in 16 quarters since. 1,714 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Highline Wealth Partners held 291 shares of UnitedHealth worth $121K as of Q2 2026.
  • Highline Wealth Partners sold 35 UnitedHealth shares in Q2 2026, an estimated $13K.
  • UnitedHealth made up 0.02% of Highline Wealth Partners's portfolio in Q2 2026, its #150 holding.
  • Highline Wealth Partners first reported a position in UnitedHealth in Q3 2022 and has held it in 16 quarters since.
  • 1,714 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.