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Hobart Private Capital’s UnitedHealth UNH Stock Holding History

Hobart Private Capital’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
Q1 		– Sell
-696
Closed -$230K – 144
2025
Q4 		$230K Buy
696
+106
+18% +$35.9K 0.04% 121
2025
Q3 		$204K Sell
590
-141
-19% -$42.6K 0.04% 121
2025
Q2 		$228K Buy
+731
New +$279K 0.05% 108
2021
Q1 		– Sell
-2,158
Closed -$757K – 167
2020
Q4 		$757K Buy
2,158
+46
+2% +$15.4K 0.33% 45
2020
Q3 		$658K Sell
2,112
-4
-0.2% -$1.23K 0.34% 50
2020
Q2 		$624K Buy
2,116
+197
+10% +$56.4K 0.35% 66
2020
Q1 		$479K Buy
1,919
+138
+8% +$38K 0.33% 75
2019
Q4 		$524K Buy
1,781
+233
+15% +$61K 0.32% 77
2019
Q3 		$336K Buy
1,548
+11
+0.7% +$2.65K 0.23% 118
2019
Q2 		$375K Buy
1,537
+109
+8% +$26.2K 0.26% 87
2019
Q1 		$353K Buy
1,428
+224
+19% +$57.1K 0.27% 97
2018
Q4 		$300K Buy
1,204
+154
+15% +$40.7K 0.26% 94
2018
Q3 		$279K Buy
1,050
+155
+17% +$40.3K 0.21% 109
2018
Q2 		$220K Buy
+895
New +$215K 0.18% 124

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Hobart Private Capital's UNH Position: Q1 2026 in Review

Hobart Private Capital sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 696 shares — an estimated $230K sold.

Hobart Private Capital first reported a position in UNH in Q2 2018 and held it in 14 quarters. The position peaked at $757K in Q4 2020. 3,040 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Hobart Private Capital reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Hobart Private Capital sold 696 UnitedHealth shares in Q1 2026, an estimated $230K.
  • Hobart Private Capital first reported a position in UnitedHealth in Q2 2018 and held it in 14 quarters.
  • Hobart Private Capital's UnitedHealth position peaked at $757K in Q4 2020.
  • 3,040 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Hobart Private Capital's 13F filing for Q1 2026, filed 7 Apr 2026.