HWG Holdings’s UnitedHealth UNH Stock Holding History
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
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. 3,384 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.
- 3,384 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.