Hopwood Financial Services’s UnitedHealth UNH Stock Holding History

Hopwood Financial Services’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	$266K	Buy	+639	New	+$237K	0.15%	74
2026 Q1	–	Sell	-649	Closed	-$214K	–	90
2025 Q4	$214K	Hold	649	–	–	0.15%	86
2025 Q3	$224K	Sell	649 -4	-0.6%	-$1.21K	0.15%	85
2025 Q2	$204K	Buy	653 +31	+5%	+$11.8K	0.16%	82
2025 Q1	$326K	Buy	622 +33	+6%	+$16.9K	0.25%	54
2024 Q4	$298K	Buy	+589	New	+$335K	0.23%	58

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Hopwood Financial Services's UNH Position: Q2 2026 in Review

Hopwood Financial Services opened a new position in UnitedHealth (UNH) in Q2 2026: 639 shares worth $266K. The stake represents 0.15% of the portfolio and ranks #74 among its holdings. This is a return to the name: Hopwood Financial Services previously reported a position in UNH as recently as Q4 2025.

Hopwood Financial Services first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $326K in Q1 2025. 1,540 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Hopwood Financial Services held 639 shares of UnitedHealth worth $266K as of Q2 2026.
UnitedHealth was a new Hopwood Financial Services position in Q2 2026.
UnitedHealth made up 0.15% of Hopwood Financial Services's portfolio in Q2 2026, its #74 holding.
Hopwood Financial Services first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
Hopwood Financial Services's UnitedHealth position peaked at $326K in Q1 2025.
1,540 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.