Howard Financial Services’s UnitedHealth UNH Stock Holding History

Howard 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	$408K	Buy	983 +170	+21%	+$63K	0.04%	161
2026 Q1	$220K	Buy	813 +41	+5%	+$12.2K	0.02%	209
2025 Q4	$255K	Buy	772 +157	+26%	+$53.2K	0.03%	175
2025 Q3	$212K	Buy	+615	New	+$186K	0.03%	179
2025 Q2	–	Sell	-498	Closed	-$261K	–	200
2025 Q1	$261K	Buy	498 +90	+22%	+$46K	0.04%	152
2024 Q4	$206K	Buy	408 +33	+9%	+$18.8K	0.03%	179
2024 Q3	$219K	Buy	+375	New	+$212K	0.03%	150
2023 Q1	–	Sell	-440	Closed	-$233K	–	152
2022 Q4	$233K	Buy	+440	New	+$233K	0.06%	117

Other funds holding UNH

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Howard Financial Services increased its UnitedHealth (UNH) stake by 21% in Q2 2026, buying an estimated $63K and bringing the position to 983 shares worth $408K. The position accounts for 0.04% of the portfolio, ranked #161.

Howard Financial Services first reported a position in UNH in Q4 2022 and has held it in 8 quarters since. 1,259 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Howard Financial Services held 983 shares of UnitedHealth worth $408K as of Q2 2026.
Howard Financial Services bought 170 UnitedHealth shares in Q2 2026, an estimated $63K.
UnitedHealth made up 0.04% of Howard Financial Services's portfolio in Q2 2026, its #161 holding.
Howard Financial Services first reported a position in UnitedHealth in Q4 2022 and has held it in 8 quarters since.
1,259 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.