HMV Wealth Advisors’s UnitedHealth UNH Stock Holding History

HMV Wealth 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
2026 Q2	$275K	Buy	+662	New	+$245K	0.11%	78
2026 Q1	–	Sell	-700	Closed	-$231K	–	85
2025 Q4	$231K	Hold	700	–	–	0.12%	78
2025 Q3	$242K	Hold	700	–	–	0.13%	77
2025 Q2	$218K	Sell	700 -1,127	-62%	-$431K	0.14%	76
2025 Q1	$957K	Sell	1,827 -30	-2%	-$15.3K	0.76%	33
2024 Q4	$939K	Buy	+1,857	New	+$1.06M	0.94%	30

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HMV Wealth Advisors's UNH Position: Q2 2026 in Review

HMV Wealth Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 662 shares worth $275K. The stake represents 0.11% of the portfolio and ranks #78 among its holdings. This is a return to the name: HMV Wealth Advisors previously reported a position in UNH as recently as Q4 2025.

HMV Wealth Advisors first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $957K in Q1 2025. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

HMV Wealth Advisors held 662 shares of UnitedHealth worth $275K as of Q2 2026.
UnitedHealth was a new HMV Wealth Advisors position in Q2 2026.
UnitedHealth made up 0.11% of HMV Wealth Advisors's portfolio in Q2 2026, its #78 holding.
HMV Wealth Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
HMV Wealth Advisors's UnitedHealth position peaked at $957K in Q1 2025.
1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on HMV Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.