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 Q4	–	Sell	-78,000	Closed	-$891K	–	3980
2025 Q3	$891K	Buy	+78,000	New	+$23.6M	﹤0.01%	2188
2023 Q3	–	Sell	-100	Closed	-$32K	–	3756
2023 Q2	$32K	Buy	+100	New	+$48.9K	﹤0.01%	3212
2022 Q4	–	Sell	-50	Closed	-$30K	–	3527
2022 Q3	$30K	Buy	+50	New	+$26.3K	﹤0.01%	2942
2022 Q1	–	Sell	-5	Closed	-$136K	–	3700
2021 Q4	$136K	Buy	+5	New	+$2.26K	﹤0.01%	2868
2019 Q1	–	Sell	-14,300	Closed	-$39K	–	2430
2018 Q4	$39K	Hold	14,300	–	–	﹤0.01%	2047
2018 Q3	$39K	Buy	14,300 +11,300	+377%	+$2.94M	﹤0.01%	2139
2018 Q2	$22K	Buy	+3,000	New	+$720K	﹤0.01%	2106
2016 Q2	–	Sell	-14,200	Closed	-$27.4M	–	2025
2016 Q1	$27.4M	Sell	14,200 -3,600	-20%	-$426K	0.09%	76
2015 Q4	$1K	Buy	+17,800	New	+$2.08M	﹤0.01%	2033

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.