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Howard Capital Management’s UnitedHealth UNH Stock Holding History

Howard Capital Management’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 		$2.65M Buy
6,370
+2,521
+65% +$934K 0.03% 152
2026
Q1 		$1.04M Sell
3,849
-3,911
-50% -$1.16M 0.02% 170
2025
Q4 		$2.56M Buy
7,760
+236
+3% +$80K 0.03% 142
2025
Q3 		$2.6M Buy
7,524
+240
+3% +$72.6K 0.03% 143
2025
Q2 		$2.27M Buy
7,284
+418
+6% +$160K 0.03% 145
2025
Q1 		$3.6M Sell
6,866
-1,059
-13% -$541K 0.09% 88
2024
Q4 		$4.01M Buy
7,925
+65
+0.8% +$36.9K 0.06% 93
2024
Q3 		$4.6M Buy
+7,860
New +$4.45M 0.08% 71
2024
Q1 		– Sell
-473
Closed -$249K – 86
2023
Q4 		$249K Buy
473
+31
+7% +$16.5K 0.03% 56
2023
Q3 		$223K Buy
442
+10
+2% +$4.92K 0.03% 55
2023
Q2 		$208K Sell
432
-215
-33% -$105K 0.03% 56
2023
Q1 		$306K Sell
647
-23
-3% -$11.1K 0.05% 40
2022
Q4 		$355K Buy
670
+50
+8% +$26.5K 0.1% 20
2022
Q3 		$314K Buy
620
+45
+8% +$23.7K 0.09% 21
2022
Q2 		$295K Buy
575
+97
+20% +$48.7K 0.08% 27
2022
Q1 		$244K Sell
478
-191
-29% -$92.1K 0.06% 34
2021
Q4 		$336K Buy
+669
New +$303K 0.04% 58

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Howard Capital Management's UNH Position: Q2 2026 in Review

Howard Capital Management increased its UnitedHealth (UNH) stake by 65% in Q2 2026, buying an estimated $934K and bringing the position to 6,370 shares worth $2.65M. The position accounts for 0.03% of the portfolio, ranked #152.

Howard Capital Management first reported a position in UNH in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.6M in Q3 2024. 1,846 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Howard Capital Management held 6,370 shares of UnitedHealth worth $2.65M as of Q2 2026.
  • Howard Capital Management bought 2,521 UnitedHealth shares in Q2 2026, an estimated $934K.
  • UnitedHealth made up 0.03% of Howard Capital Management's portfolio in Q2 2026, its #152 holding.
  • Howard Capital Management first reported a position in UnitedHealth in Q4 2021 and has held it in 17 quarters since.
  • Howard Capital Management's UnitedHealth position peaked at $4.6M in Q3 2024.
  • 1,846 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.