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
2021 Q1	–	Sell	-200	Closed	-$70K	–	163
2020 Q4	$70K	Sell	200 -900	-82%	-$302K	0.03%	150
2020 Q3	$343K	Buy	+1,100	New	+$338K	0.13%	127
2019 Q4	–	Sell	-1,800	Closed	-$479K	–	213
2019 Q3	$479K	Buy	+1,800	New	+$434K	0.18%	140
2019 Q1	–	Sell	-3,600	Closed	-$928K	–	208
2018 Q4	$928K	Buy	3,600 +1,800	+100%	+$475K	0.47%	66
2018 Q3	$479K	Buy	+1,800	New	+$468K	0.24%	132

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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.