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HUB Investment Partners’s UnitedHealth UNH Stock Holding History

HUB Investment Partners’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 		$7.22M Buy
17,362
+2,927
+20% +$1.08M 0.13% 140
2026
Q1 		$3.91M Sell
14,435
-4,496
-24% -$1.34M 0.09% 181
2025
Q4 		$6.25M Buy
18,931
+402
+2% +$136K 0.16% 115
2025
Q3 		$6.4M Sell
18,529
-2,342
-11% -$708K 0.21% 108
2025
Q2 		$6.51M Sell
20,871
-21,261
-50% -$8.13M 0.22% 97
2025
Q1 		$22.1M Buy
42,132
+5,728
+16% +$2.93M 0.88% 22
2024
Q4 		$18.4M Sell
36,404
-974
-3% -$553K 0.77% 31
2024
Q3 		$21.9M Buy
37,378
+1,120
+3% +$633K 0.95% 21
2024
Q2 		$18.5M Buy
36,258
+1,275
+4% +$625K 0.7% 27
2024
Q1 		$17.3M Buy
34,983
+1,749
+5% +$889K 0.94% 21
2023
Q4 		$17.5M Buy
33,234
+25,925
+355% +$13.8M 1.19% 16
2023
Q3 		$3.69M Buy
7,309
+892
+14% +$439K 0.56% 50
2023
Q2 		$3.08M Buy
6,417
+1,431
+29% +$700K 0.51% 50
2023
Q1 		$2.36M Buy
+4,986
New +$2.41M 0.49% 59
2022
Q1 		– Sell
-677
Closed -$340K – 216
2021
Q4 		$340K Sell
677
-316
-32% -$143K 0.08% 142
2021
Q3 		$388K Sell
993
-197
-17% -$81.6K 0.09% 148
2021
Q2 		$476K Sell
1,190
-114
-9% -$45.5K 0.13% 126
2021
Q1 		$485K Buy
+1,304
New +$452K 0.14% 122

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

HUB Investment Partners's UNH Position: Q2 2026 in Review

HUB Investment Partners increased its UnitedHealth (UNH) stake by 20% in Q2 2026, buying an estimated $1.08M and bringing the position to 17,362 shares worth $7.22M. The position accounts for 0.13% of the portfolio, ranked #140.

HUB Investment Partners first reported a position in UNH in Q1 2021 and has held it in 18 quarters since. The position peaked at $22.1M in Q1 2025. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • HUB Investment Partners held 17,362 shares of UnitedHealth worth $7.22M as of Q2 2026.
  • HUB Investment Partners bought 2,927 UnitedHealth shares in Q2 2026, an estimated $1.08M.
  • UnitedHealth made up 0.13% of HUB Investment Partners's portfolio in Q2 2026, its #140 holding.
  • HUB Investment Partners first reported a position in UnitedHealth in Q1 2021 and has held it in 18 quarters since.
  • HUB Investment Partners's UnitedHealth position peaked at $22.1M in Q1 2025.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.