HighTower Advisors’s UnitedHealth UNH Stock Holding History

HighTower 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
2025 Q3	–	Sell	-800	Closed	-$15.2K	–	4070
2025 Q2	$15.2K	Buy	+800	New	+$306K	﹤0.01%	3622
2024 Q4	–	Sell	-300	Closed	-$4.45K	–	4058
2024 Q3	$4.45K	Sell	300 -39,700	-99%	-$22.5M	﹤0.01%	3598
2024 Q2	$221K	Buy	40,000 +39,600	+9,900%	+$19.4M	﹤0.01%	2965
2024 Q1	$240	Buy	+400	New	+$203K	﹤0.01%	3573
2022 Q2	–	Sell	-6	Closed	-$22K	–	3551
2022 Q1	$22K	Buy	+6	New	+$2.89K	﹤0.01%	3157
2020 Q4	–	Sell	-2,000	Closed	-$29K	–	2808
2020 Q3	$29K	Buy	+2,000	New	+$614K	﹤0.01%	2344
2020 Q1	–	Sell	-37,300	Closed	-$569K	–	2510
2019 Q4	$569K	Buy	37,300 +36,300	+3,630%	+$9.5M	﹤0.01%	1388
2019 Q3	$3K	Buy	+1,000	New	+$241K	﹤0.01%	2355
2014 Q3	–	Sell	-16,700	Closed	-$71K	–	1659
2014 Q2	$71K	Sell	16,700 -5,000	-23%	-$393K	﹤0.01%	1491
2014 Q1	$123K	Buy	21,700 +5,000	+30%	+$376K	﹤0.01%	1368
2013 Q4	$67K	Buy	16,700 +500	+3%	+$35.9K	﹤0.01%	1402
2013 Q3	$34K	Buy	+16,200	New	+$1.16M	﹤0.01%	1266

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

HighTower Advisors's UNH Position: Q1 2026 in Review

HighTower Advisors increased its UnitedHealth (UNH) stake by 12% in Q1 2026, buying an estimated $19.2M and bringing the position to 609,743 shares worth $165M. The position accounts for 0.18% of the portfolio, ranked #121.

HighTower Advisors first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $344M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

HighTower Advisors held 609,743 shares of UnitedHealth worth $165M as of Q1 2026.
HighTower Advisors bought 64,305 UnitedHealth shares in Q1 2026, an estimated $19.2M.
UnitedHealth made up 0.18% of HighTower Advisors's portfolio in Q1 2026, its #121 holding.
HighTower Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
HighTower Advisors's UnitedHealth position peaked at $344M in Q3 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.