HVIA
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Hudson Valley Investment Advisors’s UnitedHealth UNH Stock Holding History

Hudson Valley Investment Advisors’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 		$1.29M Sell
3,108
-282
-8% -$105K 0.16% 93
2026
Q1 		$917K Sell
3,390
-14,792
-81% -$4.41M 0.12% 99
2025
Q4 		$6M Sell
18,182
-943
-5% -$320K 0.66% 43
2025
Q3 		$6.6M Sell
19,125
-273
-1% -$82.6K 0.69% 42
2025
Q2 		$6.05M Sell
19,398
-5,324
-22% -$2.03M 0.66% 47
2025
Q1 		$12.9M Sell
24,722
-1,561
-6% -$798K 1.55% 14
2024
Q4 		$13.3M Buy
26,283
+2,137
+9% +$1.21M 1.51% 17
2024
Q3 		$14.1M Buy
24,146
+4,926
+26% +$2.79M 1.56% 15
2024
Q2 		$10.3M Buy
19,220
+390
+2% +$191K 1.34% 21
2024
Q1 		$9.32M Buy
18,830
+826
+5% +$420K 1.12% 30
2023
Q4 		$9.66M Sell
18,004
-1,533
-8% -$818K 1.32% 20
2023
Q3 		$9.85M Sell
19,537
-1,696
-8% -$835K 1.39% 21
2023
Q2 		$10.2M Sell
21,233
-418
-2% -$204K 1.38% 20
2023
Q1 		$10.2M Sell
21,651
-1,451
-6% -$700K 1.43% 19
2022
Q4 		$12.2M Buy
23,102
+153
+0.7% +$81K 1.85% 13
2022
Q3 		$11.6M Buy
22,949
+1,730
+8% +$910K 1.86% 13
2022
Q2 		$10.9M Sell
21,219
-301
-1% -$151K 1.7% 15
2022
Q1 		$11M Sell
21,520
-258
-1% -$124K 1.47% 19
2021
Q4 		$10.9M Buy
21,778
+6
+0% +$2.72K 1.71% 17
2021
Q3 		$8.51M Sell
21,772
-354
-2% -$147K 1.46% 19
2021
Q2 		$8.86M Sell
22,126
-1,672
-7% -$667K 1.54% 17
2021
Q1 		$8.86M Buy
23,798
+205
+0.9% +$71K 1.58% 16
2020
Q4 		$8.27M Buy
23,593
+20
+0.1% +$6.7K 1.58% 16
2020
Q3 		$7.35M Buy
23,573
+34
+0.1% +$10.4K 1.58% 18
2020
Q2 		$6.94M Sell
23,539
-324
-1% -$92.8K 1.61% 16
2020
Q1 		$5.95M Buy
23,863
+390
+2% +$107K 1.65% 16
2019
Q4 		$6.9M Buy
23,473
+160
+0.7% +$41.9K 1.47% 16
2019
Q3 		$5.07M Buy
23,313
+253
+1% +$61K 1.17% 26
2019
Q2 		$5.63M Sell
23,060
-698
-3% -$168K 1.3% 21
2019
Q1 		$5.87M Sell
23,758
-6,257
-21% -$1.6M 1.42% 19
2018
Q4 		$7.48M Buy
30,015
+5,664
+23% +$1.5M 1.72% 15
2018
Q3 		$6.48M Sell
24,351
-294
-1% -$76.5K 1.5% 18
2018
Q2 		$6.05M Buy
24,645
+238
+1% +$57.1K 1.49% 20
2018
Q1 		$5.22M Buy
24,407
+2,153
+10% +$492K 1.32% 23
2017
Q4 		$4.91M Buy
22,254
+1,639
+8% +$347K 1.21% 27
2017
Q3 		$4.04M Buy
20,615
+373
+2% +$72.1K 1.05% 33
2017
Q2 		$3.75M Buy
20,242
+685
+4% +$120K 1.03% 32
2017
Q1 		$3.21M Buy
19,557
+1,965
+11% +$322K 0.89% 38
2016
Q4 		$2.81M Buy
17,592
+1,758
+11% +$263K 0.83% 41
2016
Q3 		$2.22M Buy
15,834
+10,790
+214% +$1.51M 0.69% 45
2016
Q2 		$215K Sell
5,044
-512
-9% -$68.3K 0.07% 139
2016
Q1 		$204K Sell
5,556
-5,969
-52% -$706K 0.07% 135
2015
Q4 		$1.36M Buy
11,525
+1,305
+13% +$153K 0.42% 66
2015
Q3 		$1.19M Buy
10,220
+4,750
+87% +$569K 0.38% 68
2015
Q2 		$667K Buy
+5,470
New +$647K 0.21% 87

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Hudson Valley Investment Advisors's UNH Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its UnitedHealth (UNH) stake by 8.3% in Q2 2026, selling an estimated $105K and leaving 3,108 shares worth $1.29M. The position accounts for 0.16% of the portfolio, ranked #93.

Hudson Valley Investment Advisors first reported a position in UNH in Q2 2015 and has held it in 45 quarters since. The position peaked at $14.1M in Q3 2024. 1,540 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Hudson Valley Investment Advisors held 3,108 shares of UnitedHealth worth $1.29M as of Q2 2026.
  • Hudson Valley Investment Advisors sold 282 UnitedHealth shares in Q2 2026, an estimated $105K.
  • UnitedHealth made up 0.16% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #93 holding.
  • Hudson Valley Investment Advisors first reported a position in UnitedHealth in Q2 2015 and has held it in 45 quarters since.
  • Hudson Valley Investment Advisors's UnitedHealth position peaked at $14.1M in Q3 2024.
  • 1,540 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.