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Hilton Capital Management’s UnitedHealth UNH Stock Holding History

Hilton Capital Management’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 		$4.77M Buy
11,465
+132
+1% +$48.9K 0.32% 80
2026
Q1 		$3.07M Buy
11,333
+239
+2% +$71.2K 0.23% 101
2025
Q4 		$3.66M Buy
+11,094
New +$3.76M 0.28% 83
2025
Q1 		– Sell
-14,232
Closed -$7.2M – 177
2024
Q4 		$7.2M Sell
14,232
-1,773
-11% -$1.01M 0.62% 47
2024
Q3 		$9.36M Buy
16,005
+414
+3% +$234K 0.73% 39
2024
Q2 		$7.94M Buy
15,591
+548
+4% +$269K 0.67% 45
2024
Q1 		$7.44M Sell
15,043
-5,740
-28% -$2.92M 0.67% 44
2023
Q4 		$10.9M Sell
20,783
-266
-1% -$142K 1.17% 23
2023
Q3 		$10.6M Sell
21,049
-7,442
-26% -$3.66M 1.41% 16
2023
Q2 		$13.7M Sell
28,491
-448
-2% -$219K 1.64% 16
2023
Q1 		$15.3M Sell
28,939
-862
-3% -$416K 2.01% 11
2022
Q4 		$15.1M Hold
29,801
– – 1.98% 12
2022
Q3 		$15.1M Sell
29,801
-381
-1% -$200K 1.98% 12
2022
Q2 		$15.5M Buy
30,182
+4,333
+17% +$2.18M 1.9% 12
2022
Q1 		$13.2M Buy
25,849
+12,369
+92% +$5.97M 1.41% 25
2021
Q4 		$6.77M Buy
+13,480
New +$6.1M 0.62% 39
2021
Q3 		– Sell
-504
Closed -$202K – 147
2021
Q2 		$202K Buy
+504
New +$201K 0.02% 125
2021
Q1 		– Sell
-52,135
Closed -$18.3M – 138
2020
Q4 		$18.3M Sell
52,135
-3,373
-6% -$1.13M 2.1% 23
2020
Q3 		$17.3M Sell
55,508
-2,336
-4% -$718K 2.08% 22
2020
Q2 		$17.1M Buy
+57,844
New +$16.6M 2.13% 16
2018
Q3 		– Sell
-26
Closed -$6K – 394
2018
Q2 		$6K Buy
+26
New +$6.24K ﹤0.01% 322

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Hilton Capital Management's UNH Position: Q2 2026 in Review

Hilton Capital Management increased its UnitedHealth (UNH) stake by 1.2% in Q2 2026, buying an estimated $48.9K and bringing the position to 11,465 shares worth $4.77M. The position accounts for 0.32% of the portfolio, ranked #80.

Hilton Capital Management first reported a position in UNH in Q2 2018 and has held it in 21 quarters since. The position peaked at $18.3M in Q4 2020. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Hilton Capital Management held 11,465 shares of UnitedHealth worth $4.77M as of Q2 2026.
  • Hilton Capital Management bought 132 UnitedHealth shares in Q2 2026, an estimated $48.9K.
  • UnitedHealth made up 0.32% of Hilton Capital Management's portfolio in Q2 2026, its #80 holding.
  • Hilton Capital Management first reported a position in UnitedHealth in Q2 2018 and has held it in 21 quarters since.
  • Hilton Capital Management's UnitedHealth position peaked at $18.3M in Q4 2020.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Hilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.