HF
UNH icon

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
Q2 		$94M Sell
226,100
-62,600
-22% -$23.2M 0.17% 92
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
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

HRT Financial's UNH Position: Q2 2026 in Review

HRT Financial opened a new position in UnitedHealth (UNH) in Q2 2026: 259,655 shares worth $108M. The stake represents 0.2% of the portfolio and ranks #82 among its holdings. This is a return to the name: HRT Financial previously reported a position in UNH as recently as Q4 2025.

HRT Financial first reported a position in UNH in Q4 2014 and has held it in 25 quarters since. The position peaked at $117M in Q2 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • HRT Financial held 259,655 shares of UnitedHealth worth $108M as of Q2 2026.
  • UnitedHealth was a new HRT Financial position in Q2 2026.
  • UnitedHealth made up 0.2% of HRT Financial's portfolio in Q2 2026, its #82 holding.
  • HRT Financial first reported a position in UnitedHealth in Q4 2014 and has held it in 25 quarters since.
  • HRT Financial's UnitedHealth position peaked at $117M in Q2 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.