HIF
UNH icon

Hill Island Financial’s UnitedHealth UNH Stock Holding History

Hill Island Financial’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 		$397K Buy
+954
New +$354K 0.08% 57
2025
Q3 		– Sell
-688
Closed -$215K – 80
2025
Q2 		$215K Buy
+688
New +$263K 0.06% 72
2024
Q4 		– Sell
-401
Closed -$234K – 79
2024
Q3 		$234K Buy
+401
New +$227K 0.07% 63
2024
Q1 		– Sell
-432
Closed -$227K – 71
2023
Q4 		$227K Buy
+432
New +$230K 0.08% 65

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Hill Island Financial's UNH Position: Q2 2026 in Review

Hill Island Financial opened a new position in UnitedHealth (UNH) in Q2 2026: 954 shares worth $397K. The stake represents 0.08% of the portfolio and ranks #57 among its holdings. This is a return to the name: Hill Island Financial previously reported a position in UNH as recently as Q2 2025.

Hill Island Financial first reported a position in UNH in Q4 2023 and has held it in 4 quarters since. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Hill Island Financial held 954 shares of UnitedHealth worth $397K as of Q2 2026.
  • UnitedHealth was a new Hill Island Financial position in Q2 2026.
  • UnitedHealth made up 0.08% of Hill Island Financial's portfolio in Q2 2026, its #57 holding.
  • Hill Island Financial first reported a position in UnitedHealth in Q4 2023 and has held it in 4 quarters since.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Hill Island Financial's 13F filing for Q2 2026, filed 11 Aug 2026.