HFS
UNH icon

Hughes Financial Services’s UnitedHealth UNH Stock Holding History

Hughes Financial Services’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 		$74.8K Sell
180
-95
-35% -$35.2K 0.01% 150
2026
Q1 		$74.4K Sell
275
-12
-4% -$3.57K 0.01% 141
2025
Q4 		$94.7K Buy
287
+25
+10% +$8.47K 0.01% 124
2025
Q3 		$84.3K Buy
262
+1
+0.4% +$302 0.01% 129
2025
Q2 		$64.1K Buy
261
+138
+112% +$52.7K 0.01% 137
2025
Q1 		$64.3K Buy
+123
New +$62.9K 0.01% 136

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

Hughes Financial Services's UNH Position: Q2 2026 in Review

Hughes Financial Services reduced its UnitedHealth (UNH) stake by 35% in Q2 2026, selling an estimated $35.2K and leaving 180 shares worth $74.8K. The position accounts for 0.01% of the portfolio, ranked #150.

Hughes Financial Services first reported a position in UNH in Q1 2025 and has held it in 6 quarters since. The position peaked at $94.7K in Q4 2025. 1,714 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Hughes Financial Services held 180 shares of UnitedHealth worth $74.8K as of Q2 2026.
  • Hughes Financial Services sold 95 UnitedHealth shares in Q2 2026, an estimated $35.2K.
  • UnitedHealth made up 0.01% of Hughes Financial Services's portfolio in Q2 2026, its #150 holding.
  • Hughes Financial Services first reported a position in UnitedHealth in Q1 2025 and has held it in 6 quarters since.
  • Hughes Financial Services's UnitedHealth position peaked at $94.7K in Q4 2025.
  • 1,714 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.