HH
UNH icon

HWG Holdings’s UnitedHealth UNH Stock Holding History

HWG Holdings’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 		$5.8M Buy
+13,947
New +$5.17M 1.31% 18
2025
Q2 		– Sell
-448
Closed -$235K – 126
2025
Q1 		$235K Hold
448
– – 0.1% 37
2024
Q4 		$227K Hold
448
– – 0.07% 48
2024
Q3 		$262K Buy
448
+35
+8% +$19.8K 0.09% 47
2024
Q2 		$210K Buy
+413
New +$202K 0.08% 37
2023
Q4 		$394K Sell
748
-239
-24% -$127K 0.18% 41
2023
Q3 		$498K Buy
987
+46
+5% +$22.6K 0.27% 41
2023
Q2 		$452K Sell
941
-47
-5% -$23K 0.21% 48
2023
Q1 		$467K Sell
988
-11,102
-92% -$5.36M 0.27% 39
2022
Q4 		$6.41M Buy
12,090
+454
+4% +$240K 4.15% 5
2022
Q3 		$5.88M Buy
+11,636
New +$6.12M 4.2% 5
2022
Q1 		$3.42M Buy
6,696
+2,702
+68% +$1.3M 1.69% 8
2021
Q4 		$2.01M Buy
+3,994
New +$1.81M 0.87% 31
2021
Q2 		$28K Hold
69
– – 0.01% 90
2021
Q1 		$26K Sell
69
-108
-61% -$37.4K 0.01% 72
2020
Q4 		$62K Sell
177
-64
-27% -$21.5K 0.03% 76
2020
Q3 		$75K Sell
241
-119
-33% -$36.6K 0.07% 73
2020
Q2 		$106K Buy
+360
New +$103K 0.08% 71
2019
Q4 		$753K Buy
2,562
+2,478
+2,950% +$648K 0.62% 36
2019
Q3 		$18K Sell
84
-367
-81% -$88.6K 0.02% 96
2019
Q2 		$110K Sell
451
-262
-37% -$63K 0.11% 78
2019
Q1 		$176K Sell
713
-20,729
-97% -$5.29M 0.18% 43
2018
Q4 		$5.34M Buy
21,442
+8,286
+63% +$2.19M 11.26% 4
2018
Q3 		$3.5M Buy
13,156
+2,704
+26% +$703K 2.37% 19
2018
Q2 		$2.56M Buy
10,452
+4,380
+72% +$1.05M 2.12% 14
2018
Q1 		$1.3M Sell
6,072
-15,986
-72% -$3.65M 1.21% 23
2017
Q4 		$4.86M Buy
22,058
+5,090
+30% +$1.08M 4.11% 4
2017
Q3 		$3.32M Buy
16,968
+10,601
+166% +$2.05M 2.61% 12
2017
Q2 		$1.18M Buy
6,367
+756
+13% +$133K 0.87% 19
2017
Q1 		$920K Buy
+5,611
New +$919K 1.16% 20

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

HWG Holdings's UNH Position: Q2 2026 in Review

HWG Holdings opened a new position in UnitedHealth (UNH) in Q2 2026: 13,947 shares worth $5.8M. The stake represents 1.31% of the portfolio and ranks #18 among its holdings. This is a return to the name: HWG Holdings previously reported a position in UNH as recently as Q1 2025.

HWG Holdings first reported a position in UNH in Q1 2017 and has held it in 30 quarters since. The position peaked at $6.41M in Q4 2022. 1,540 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • HWG Holdings held 13,947 shares of UnitedHealth worth $5.8M as of Q2 2026.
  • UnitedHealth was a new HWG Holdings position in Q2 2026.
  • UnitedHealth made up 1.31% of HWG Holdings's portfolio in Q2 2026, its #18 holding.
  • HWG Holdings first reported a position in UnitedHealth in Q1 2017 and has held it in 30 quarters since.
  • HWG Holdings's UnitedHealth position peaked at $6.41M in Q4 2022.
  • 1,540 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on HWG Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.