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
Q1 		– Sell
-159,900
Closed -$52.8M – 4772
2025
Q4 		$52.8M Buy
159,900
+76,600
+92% +$26M 0.17% 81
2025
Q3 		$28.8M Buy
83,300
+17,300
+26% +$5.23M 0.11% 120
2025
Q2 		$20.6M Buy
66,000
+42,500
+181% +$16.2M 0.09% 147
2025
Q1 		$12.3M Buy
23,500
+2,500
+12% +$1.28M 0.08% 199
2024
Q4 		$10.6M Buy
21,000
+18,900
+900% +$10.7M 0.05% 215
2024
Q3 		$1.23M Buy
+2,100
New +$1.19M 0.01% 1130
2023
Q3 		– Sell
-500
Closed -$240K – 3130
2023
Q2 		$240K Buy
+500
New +$244K ﹤0.01% 1753
2023
Q1 		– Sell
-1,100
Closed -$583K – 3228
2022
Q4 		$583K Buy
1,100
+400
+57% +$212K 0.01% 1309
2022
Q3 		$353K Buy
+700
New +$368K ﹤0.01% 1888
2022
Q2 		– Sell
-6,100
Closed -$3.11M – 3766
2022
Q1 		$3.11M Buy
6,100
+100
+2% +$48.2K 0.02% 452
2021
Q4 		$3.01M Buy
6,000
+300
+5% +$136K 0.02% 467
2021
Q3 		$2.23M Buy
+5,700
New +$2.36M 0.01% 666
2021
Q2 		– Sell
-9,300
Closed -$3.46M – 3563
2021
Q1 		$3.46M Buy
+9,300
New +$3.22M 0.04% 379
2020
Q3 		– Sell
-3,500
Closed -$1.03M – 2382
2020
Q2 		$1.03M Sell
3,500
-2,400
-41% -$688K 0.03% 538
2020
Q1 		$1.47M Buy
+5,900
New +$1.62M 0.09% 196
2019
Q4 		– Sell
-11,700
Closed -$2.54M – 1665
2019
Q3 		$2.54M Buy
+11,700
New +$2.82M 0.12% 135

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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.