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	$416K	Hold	1,000	–	–	0.01%	817
2026 Q1	$271K	Buy	1,000 +600	+150%	+$179K	0.01%	864
2025 Q4	$132K	Hold	400	–	–	﹤0.01%	885
2025 Q3	$138K	Buy	+400	New	+$121K	﹤0.01%	736
2024 Q2	–	Sell	-500	Closed	-$247K	–	543
2024 Q1	$247K	Buy	+500	New	+$254K	0.01%	396
2023 Q4	–	Sell	-13,400	Closed	-$6.76M	–	427
2023 Q3	$6.76M	Buy	+13,400	New	+$6.59M	1.02%	23
2023 Q2	–	Sell	-10,300	Closed	-$4.87M	–	272
2023 Q1	$4.87M	Buy	+10,300	New	+$4.97M	1.01%	25
2022 Q1	–	Sell	-4,500	Closed	-$375K	–	215
2021 Q4	$375K	Buy	4,500 +2,700	+150%	+$1.22M	0.09%	134
2021 Q3	$703K	Buy	+1,800	New	+$746K	0.17%	116
2021 Q1	–	Sell	-5,300	Closed	-$247K	–	250
2020 Q4	$247K	Buy	+5,300	New	+$1.78M	0.11%	129

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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. 1,542 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.
1,542 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.