HRT Financial’s UnitedHealth UNH Stock Holding History

HRT Financial’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 Q1	$78.1M	Buy	288,700 +276,500	+2,266%	+$82.3M	0.2%	73
2025 Q4	$4.03M	Sell	12,200 -72,800	-86%	-$24.7M	0.01%	884
2025 Q3	$29.4M	Buy	85,000 +30,700	+57%	+$9.28M	0.11%	115
2025 Q2	$16.9M	Buy	54,300 +34,300	+172%	+$13.1M	0.07%	179
2025 Q1	$10.5M	Buy	20,000 +13,300	+199%	+$6.8M	0.07%	231
2024 Q4	$3.39M	Buy	+6,700	New	+$3.81M	0.02%	540

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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.