HCM
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HMS Capital Management’s UnitedHealth UNH Stock Holding History

HMS 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
2025
Q2 		– Sell
-3,605
Closed -$1.89M – 111
2025
Q1 		$1.89M Sell
3,605
-24
-0.7% -$12.3K 1.05% 27
2024
Q4 		$1.84M Sell
3,629
-62
-2% -$35.2K 0.89% 29
2024
Q3 		$2.16M Buy
3,691
+224
+6% +$127K 1.06% 26
2024
Q2 		$1.77M Buy
3,467
+2
+0.1% +$980 0.92% 29
2024
Q1 		$1.71M Sell
3,465
-215
-6% -$109K 0.95% 29
2023
Q4 		$1.94M Sell
3,680
-2
-0.1% -$1.07K 1.19% 18
2023
Q3 		$1.86M Sell
3,682
-141
-4% -$69.4K 1.23% 19
2023
Q2 		$1.84M Sell
3,823
-1
-0% -$489 1.12% 20
2023
Q1 		$1.81M Sell
3,824
-437
-10% -$211K 1.14% 18
2022
Q4 		$2.26M Sell
4,261
-414
-9% -$219K 1.29% 11
2022
Q3 		$2.36M Sell
4,675
-58
-1% -$30.5K 1.43% 12
2022
Q2 		$2.43M Buy
4,733
+1,905
+67% +$957K 1.22% 14
2022
Q1 		$1.44M Sell
2,828
-212
-7% -$102K 0.6% 31
2021
Q4 		$1.53M Sell
3,040
-67
-2% -$30.3K 0.66% 36
2021
Q3 		$1.21M Sell
3,107
-198
-6% -$82K 0.57% 40
2021
Q2 		$1.32M Buy
3,305
+67
+2% +$26.7K 0.6% 42
2021
Q1 		$1.21M Sell
3,238
-710
-18% -$246K 0.51% 40
2020
Q4 		$1.38M Sell
3,948
-145
-4% -$48.6K 0.63% 33
2020
Q3 		$1.28M Buy
4,093
+833
+26% +$256K 0.5% 36
2020
Q2 		$962K Buy
3,260
+906
+38% +$260K 0.42% 49
2020
Q1 		$587K Buy
2,354
+228
+11% +$62.7K 0.57% 41
2019
Q4 		$625K Sell
2,126
-4,952
-70% -$1.3M 0.26% 93
2019
Q3 		$1.78M Buy
7,078
+2,587
+58% +$624K 0.66% 37
2019
Q2 		$1.1M Sell
4,491
-3
-0.1% -$722 0.47% 56
2019
Q1 		$1.11M Sell
4,494
-7,385
-62% -$1.88M 0.47% 61
2018
Q4 		$3.04M Buy
11,879
+6,919
+139% +$1.83M 1.53% 13
2018
Q3 		$1.32M Buy
4,960
+3,400
+218% +$884K 0.65% 47
2018
Q2 		$383K Buy
+1,560
New +$375K 0.22% 135

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

HMS Capital Management's UNH Position: Q2 2025 in Review

HMS Capital Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 3,605 shares — an estimated $1.89M sold.

HMS Capital Management first reported a position in UNH in Q2 2018 and held it in 28 quarters. The position peaked at $3.04M in Q4 2018. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • HMS Capital Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • HMS Capital Management sold 3,605 UnitedHealth shares in Q2 2025, an estimated $1.89M.
  • HMS Capital Management first reported a position in UnitedHealth in Q2 2018 and held it in 28 quarters.
  • HMS Capital Management's UnitedHealth position peaked at $3.04M in Q4 2018.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on HMS Capital Management's 13F filing for Q2 2025, filed 7 Jul 2025.