HRT Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-142,180
| Closed | -$42.3M | – | 4771 |
|
|
2025
Q4 | $46.9M | Buy |
142,180
+39,221
| +38% | +$13.3M | 0.15% | 93 |
|
|
2025
Q3 | $35.6M | Sell |
102,959
-49,104
| -32% | -$14.9M | 0.13% | 92 |
|
|
2025
Q2 | $47.4M | Buy |
+152,063
| New | +$58.1M | 0.21% | 62 |
|
|
2025
Q1 | – | Sell |
-16,058
| Closed | -$8.21M | – | 3432 |
|
|
2024
Q4 | $8.12M | Buy |
16,058
+3,295
| +26% | +$1.87M | 0.04% | 273 |
|
|
2024
Q3 | $7.46M | Sell |
12,763
-216,622
| -94% | -$123M | 0.04% | 307 |
|
|
2024
Q2 | $117M | Buy |
229,385
+178,342
| +349% | +$87.4M | 0.66% | 12 |
|
|
2024
Q1 | $25.3M | Buy |
51,043
+20,987
| +70% | +$10.7M | 0.16% | 59 |
|
|
2023
Q4 | $15.8M | Buy |
30,056
+14,420
| +92% | +$7.69M | 0.12% | 100 |
|
|
2023
Q3 | $7.88M | Buy |
15,636
+7,528
| +93% | +$3.7M | 0.08% | 173 |
|
|
2023
Q2 | $3.9M | Buy |
8,108
+2,244
| +38% | +$1.1M | 0.04% | 377 |
|
|
2023
Q1 | $2.77M | Buy |
+5,864
| New | +$2.83M | 0.03% | 455 |
|
|
2022
Q4 | – | Sell |
-7,009
| Closed | -$3.71M | – | 3189 |
|
|
2022
Q3 | $3.54M | Buy |
+7,009
| New | +$3.69M | 0.04% | 399 |
|
|
2022
Q2 | – | Sell |
-22,422
| Closed | -$11.4M | – | 3765 |
|
|
2022
Q1 | $11.4M | Buy |
22,422
+12,169
| +119% | +$5.87M | 0.08% | 132 |
|
|
2021
Q4 | $5.15M | Buy |
+10,253
| New | +$4.64M | 0.03% | 276 |
|
|
2021
Q3 | – | Sell |
-219,161
| Closed | -$90.8M | – | 3774 |
|
|
2021
Q2 | $87.8M | Buy |
+219,161
| New | +$87.4M | 0.8% | 10 |
|
|
2021
Q1 | – | Sell |
-43,340
| Closed | -$15M | – | 3168 |
|
|
2020
Q4 | $15.2M | Buy |
+43,340
| New | +$14.5M | 0.31% | 52 |
|
|
2019
Q4 | – | Sell |
-12,799
| Closed | -$2.78M | – | 1664 |
|
|
2019
Q3 | $2.78M | Buy |
12,799
+4,357
| +52% | +$1.05M | 0.13% | 129 |
|
|
2019
Q2 | $2.06M | Buy |
+8,442
| New | +$2.03M | 0.13% | 164 |
|
|
2019
Q1 | – | Sell |
-2,002
| Closed | -$498K | – | 797 |
|
|
2018
Q4 | $498K | Buy |
+2,002
| New | +$529K | 0.07% | 225 |
|
|
2018
Q3 | – | Sell |
-3,446
| Closed | -$845K | – | 498 |
|
|
2018
Q2 | $845K | Sell |
3,446
-3,098
| -47% | -$744K | 0.31% | 56 |
|
|
2018
Q1 | $1.4M | Buy |
6,544
+65
| +1% | +$14.8K | 0.67% | 29 |
|
|
2017
Q4 | $1.43M | Buy |
+6,479
| New | +$1.37M | 1.46% | 7 |
|
|
2015
Q3 | – | Sell |
-4,581
| Closed | -$558K | – | 183 |
|
|
2015
Q2 | $558K | Buy |
+4,581
| New | +$542K | 0.26% | 53 |
|
|
2015
Q1 | – | Sell |
-2,551
| Closed | -$257K | – | 89 |
|
|
2014
Q4 | $257K | Buy |
+2,551
| New | +$242K | 0.36% | 46 |
|
Other funds holding UNH
VCM
VPM
HRT Financial's UNH Position: Q1 2026 in Review
HRT Financial sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 142,180 shares — an estimated $42.3M sold.
HRT Financial first reported a position in UNH in Q4 2014 and held it in 24 quarters. The position peaked at $117M in Q2 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- HRT Financial reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
- HRT Financial sold 142,180 UnitedHealth shares in Q1 2026, an estimated $42.3M.
- HRT Financial first reported a position in UnitedHealth in Q4 2014 and held it in 24 quarters.
- HRT Financial's UnitedHealth position peaked at $117M in Q2 2024.
- 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.