Mark Hillman’s UnitedHealth UNH Stock Holding History

Mark Hillman’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	$2.25M	Sell	5,405 -2,000	-27%	-$741K	1.63%	32
2026 Q1	$2M	Sell	7,405 -276	-4%	-$82.2K	1.39%	39
2025 Q4	$2.54M	Sell	7,681 -500	-6%	-$169K	1.6%	34
2025 Q3	$2.82M	Buy	+8,181	New	+$2.47M	1.64%	33
2025 Q1	–	Sell	-529	Closed	-$268K	–	57
2024 Q4	$268K	Buy	529 +58	+12%	+$33K	0.1%	52
2024 Q3	$275K	Hold	471	–	–	0.09%	49
2024 Q2	$240K	Hold	471	–	–	0.08%	50
2024 Q1	$233K	Sell	471 -200	-30%	-$102K	0.07%	50
2023 Q4	$353K	Hold	671	–	–	0.12%	41
2023 Q3	$338K	Hold	671	–	–	0.13%	38
2023 Q2	$323K	Hold	671	–	–	0.11%	49
2023 Q1	$317K	Sell	671 -400	-37%	-$193K	0.12%	47
2022 Q4	$568K	Buy	+1,071	New	+$567K	0.22%	40

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mark Hillman's UNH Position: Q2 2026 in Review

Mark Hillman reduced its UnitedHealth (UNH) stake by 27% in Q2 2026, selling an estimated $741K and leaving 5,405 shares worth $2.25M. The position accounts for 1.63% of the portfolio, ranked #32.

Mark Hillman first reported a position in UNH in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.82M in Q3 2025. 3,364 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Mark Hillman held 5,405 shares of UnitedHealth worth $2.25M as of Q2 2026.
Mark Hillman sold 2,000 UnitedHealth shares in Q2 2026, an estimated $741K.
UnitedHealth made up 1.63% of Mark Hillman's portfolio in Q2 2026, its #32 holding.
Mark Hillman first reported a position in UnitedHealth in Q4 2022 and has held it in 13 quarters since.
Mark Hillman's UnitedHealth position peaked at $2.82M in Q3 2025.
3,364 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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