SMH
UNH icon

Sanders Morris Harris’s UnitedHealth UNH Stock Holding History

Sanders Morris Harris’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 		– Sell
-2,640
Closed -$714K – 262
2026
Q1 		$714K Buy
+2,640
New +$786K 0.11% 148
2025
Q4 		– Sell
-2,190
Closed -$756K – 275
2025
Q3 		$756K Buy
+2,190
New +$662K 0.1% 138
2025
Q2 		– Sell
-1,367
Closed -$715K – 293
2025
Q1 		$715K Hold
1,367
– – 0.11% 122
2024
Q4 		$692K Buy
1,367
+4
+0.3% +$2.27K 0.1% 138
2024
Q3 		$797K Hold
1,363
– – 0.13% 114
2024
Q2 		$694K Hold
1,363
– – 0.11% 124
2024
Q1 		$674K Buy
1,363
+200
+17% +$102K 0.12% 129
2023
Q4 		$622K Sell
1,163
-175
-13% -$93.3K 0.31% 95
2023
Q3 		$680K Hold
1,338
– – 0.14% 110
2023
Q2 		$640K Buy
+1,338
New +$654K 0.14% 112
2023
Q1 		– Sell
-1,400
Closed -$742K – 243
2022
Q4 		$742K Hold
1,400
– – 0.28% 79
2022
Q3 		$721K Hold
1,400
– – 0.18% 96
2022
Q2 		$724K Hold
1,400
– – 0.16% 100
2022
Q1 		$713K Hold
1,400
– – 0.14% 118
2021
Q4 		$698K Hold
1,400
– – 0.12% 129
2021
Q3 		$566K Hold
1,400
– – 0.1% 150
2021
Q2 		$573K Hold
1,400
– – 0.11% 153
2021
Q1 		$513K Hold
1,400
– – 0.11% 150
2020
Q4 		$497K Hold
1,400
– – 0.11% 161
2020
Q3 		$461K Buy
1,400
+700
+100% +$215K 0.13% 161
2020
Q2 		$208K Sell
700
-1,350
-66% -$387K 0.1% 109
2020
Q1 		$556K Sell
2,050
-850
-29% -$234K 0.54% 47
2019
Q4 		$803K Sell
2,900
-150
-5% -$39.2K 0.18% 125
2019
Q3 		$666K Buy
3,050
+75
+3% +$18.1K 0.16% 123
2019
Q2 		$723K Buy
2,975
+1,975
+198% +$475K 0.19% 114
2019
Q1 		$247K Hold
1,000
– – 0.12% 99
2018
Q4 		$249K Sell
1,000
-600
-38% -$158K 0.14% 90
2018
Q3 		$426K Sell
1,600
-300
-16% -$78K 0.2% 71
2018
Q2 		$467K Hold
1,900
– – 0.22% 68
2018
Q1 		$406K Hold
1,900
– – 0.17% 84
2017
Q4 		$419K Sell
1,900
-100
-5% -$21.2K 0.18% 71
2017
Q3 		$391K Hold
2,000
– – 0.17% 84
2017
Q2 		$371K Buy
2,000
+400
+25% +$70.1K 0.15% 78
2017
Q1 		$262K Hold
1,600
– – 0.1% 109
2016
Q4 		$256K Hold
1,600
– – 0.12% 89
2016
Q3 		$224K Sell
1,600
-1,195
-43% -$167K 0.07% 131
2016
Q2 		$395K Sell
2,795
-674
-19% -$89.9K 0.09% 158
2016
Q1 		$447K Buy
+3,469
New +$410K 0.08% 200

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sanders Morris Harris's UNH Position: Q2 2026 in Review

Sanders Morris Harris sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 2,640 shares — an estimated $714K sold.

Sanders Morris Harris first reported a position in UNH in Q1 2016 and held it in 38 quarters. The position peaked at $803K in Q4 2019. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Sanders Morris Harris reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • Sanders Morris Harris sold 2,640 UnitedHealth shares in Q2 2026, an estimated $714K.
  • Sanders Morris Harris first reported a position in UnitedHealth in Q1 2016 and held it in 38 quarters.
  • Sanders Morris Harris's UnitedHealth position peaked at $803K in Q4 2019.
  • 568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.