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Hyperion Capital Advisors’s UnitedHealth UNH Stock Holding History

Hyperion Capital 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 		$7.24M Sell
17,416
-16,633
-49% -$6.17M 3.26% 10
2026
Q1 		$9.21M Sell
34,049
-2,284
-6% -$680K 4.44% 8
2025
Q4 		$12M Buy
36,333
+301
+0.8% +$102K 5.87% 9
2025
Q3 		$12.4M Buy
36,032
+10,670
+42% +$3.23M 6.65% 6
2025
Q2 		$7.91M Buy
25,362
+885
+4% +$338K 4.96% 9
2025
Q1 		$12.8M Sell
24,477
-753
-3% -$385K 6.98% 5
2024
Q4 		$12.8M Sell
25,230
-397
-2% -$226K 6.56% 5
2024
Q3 		$15M Sell
25,627
-781
-3% -$442K 7.04% 5
2024
Q2 		$13.4M Buy
26,408
+2,942
+13% +$1.44M 6.31% 6
2024
Q1 		$11.6M Hold
23,466
– – 5.48% 6
2023
Q4 		$12.4M Hold
23,466
– – 6.67% 5
2023
Q3 		$11.8M Buy
23,466
+200
+0.9% +$98.4K 6.49% 5
2023
Q2 		$11.2M Buy
23,266
+234
+1% +$114K 6.07% 5
2023
Q1 		$10.9M Sell
23,032
-3,133
-12% -$1.51M 5.23% 5
2022
Q4 		$13.9M Sell
26,165
-5,538
-17% -$2.93M 6.85% 4
2022
Q3 		$16M Buy
31,703
+1,682
+6% +$884K 7.89% 3
2022
Q2 		$15.4M Sell
30,021
-14,994
-33% -$7.53M 7.2% 4
2022
Q1 		$23M Sell
45,015
-2,867
-6% -$1.38M 8.7% 3
2021
Q4 		$24M Buy
47,882
+2,410
+5% +$1.09M 5.37% 4
2021
Q3 		$17.8M Buy
45,472
+7,291
+19% +$3.02M 4.72% 5
2021
Q2 		$15.3M Buy
38,181
+8,025
+27% +$3.2M 4.36% 7
2021
Q1 		$11.2M Buy
30,156
+10,026
+50% +$3.47M 3.62% 8
2020
Q4 		$7.06M Buy
20,130
+4,915
+32% +$1.65M 2.79% 9
2020
Q3 		$4.74M Buy
15,215
+1,365
+10% +$419K 2.29% 7
2020
Q2 		$4.08M Buy
13,850
+7,589
+121% +$2.17M 2.41% 7
2020
Q1 		$1.56M Buy
+6,261
New +$1.72M 1.11% 12

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Hyperion Capital Advisors's UNH Position: Q2 2026 in Review

Hyperion Capital Advisors reduced its UnitedHealth (UNH) stake by 49% in Q2 2026, selling an estimated $6.17M and leaving 17,416 shares worth $7.24M. The position accounts for 3.26% of the portfolio, ranked #10.

Hyperion Capital Advisors first reported a position in UNH in Q1 2020 and has held it in 26 quarters since. The position peaked at $24M in Q4 2021. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Hyperion Capital Advisors held 17,416 shares of UnitedHealth worth $7.24M as of Q2 2026.
  • Hyperion Capital Advisors sold 16,633 UnitedHealth shares in Q2 2026, an estimated $6.17M.
  • UnitedHealth made up 3.26% of Hyperion Capital Advisors's portfolio in Q2 2026, its #10 holding.
  • Hyperion Capital Advisors first reported a position in UnitedHealth in Q1 2020 and has held it in 26 quarters since.
  • Hyperion Capital Advisors's UnitedHealth position peaked at $24M in Q4 2021.
  • 3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Hyperion Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.