HMV Wealth Advisors
UNH icon

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
Q3 		$243K Hold
662
– – 0.09% 83
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

HMV Wealth Advisors's UNH Position: Q3 2026 in Review

HMV Wealth Advisors held its UnitedHealth (UNH) position steady in Q3 2026 at 662 shares worth $243K. The position accounts for 0.09% of the portfolio, ranked #83.

HMV Wealth Advisors first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $957K in Q1 2025. 2,547 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • HMV Wealth Advisors held 662 shares of UnitedHealth worth $243K as of Q3 2026.
  • HMV Wealth Advisors left its UnitedHealth share count unchanged in Q3 2026.
  • UnitedHealth made up 0.09% of HMV Wealth Advisors's portfolio in Q3 2026, its #83 holding.
  • HMV Wealth Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • HMV Wealth Advisors's UnitedHealth position peaked at $957K in Q1 2025.
  • 2,547 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on HMV Wealth Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.