HFS
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Horizon Financial Services’s UnitedHealth UNH Stock Holding History

Horizon 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 		$538K Buy
1,295
+522
+68% +$193K 0.21% 51
2026
Q1 		$209K Buy
773
+194
+34% +$57.8K 0.09% 63
2025
Q4 		$191K Hold
579
– – 0.09% 60
2025
Q3 		$200K Buy
579
+65
+13% +$19.7K 0.1% 60
2025
Q2 		$160K Buy
514
+4
+0.8% +$1.53K 0.09% 57
2025
Q1 		$267K Buy
510
+1
+0.2% +$511 0.15% 50
2024
Q4 		$257K Hold
509
– – 0.14% 52
2024
Q3 		$298K Sell
509
-333
-40% -$188K 0.18% 47
2024
Q2 		$429K Hold
842
– – 0.27% 40
2024
Q1 		$416K Sell
842
-22
-3% -$11.2K 0.27% 41
2023
Q4 		$455K Buy
864
+1
+0.1% +$533 0.32% 41
2023
Q3 		$435K Hold
863
– – 0.35% 37
2023
Q2 		$415K Buy
863
+304
+54% +$149K 0.34% 36
2023
Q1 		$264K Buy
559
+1
+0.2% +$483 0.23% 44
2022
Q4 		$296K Hold
558
– – 0.26% 44
2022
Q3 		$282K Sell
558
-101
-15% -$53.1K 0.25% 49
2022
Q2 		$338K Buy
+659
New +$331K 0.26% 42
2021
Q4 		– Sell
-580
Closed -$227K – 156
2021
Q3 		$227K Buy
580
+530
+1,060% +$220K 0.15% 58
2021
Q2 		$20K Sell
50
-530
-91% -$211K 0.01% 91
2021
Q1 		$216K Hold
580
– – 0.19% 22
2020
Q4 		$203K Hold
580
– – 0.18% 21
2020
Q3 		$181K Buy
+580
New +$178K 0.18% 20

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Horizon Financial Services increased its UnitedHealth (UNH) stake by 68% in Q2 2026, buying an estimated $193K and bringing the position to 1,295 shares worth $538K. The position accounts for 0.21% of the portfolio, ranked #51.

Horizon Financial Services first reported a position in UNH in Q3 2020 and has held it in 22 quarters since. 3,372 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Horizon Financial Services held 1,295 shares of UnitedHealth worth $538K as of Q2 2026.
  • Horizon Financial Services bought 522 UnitedHealth shares in Q2 2026, an estimated $193K.
  • UnitedHealth made up 0.21% of Horizon Financial Services's portfolio in Q2 2026, its #51 holding.
  • Horizon Financial Services first reported a position in UnitedHealth in Q3 2020 and has held it in 22 quarters since.
  • 3,372 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.