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Scheeler Financial LLC’s UnitedHealth UNH Stock Holding History

Scheeler Financial LLC’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
Q3 		$1.54M Buy
+4,191
New +$1.69M 1.16% 15

Other funds holding UNH

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Scheeler Financial LLC's UNH Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in UnitedHealth (UNH) in Q3 2026: 4,191 shares worth $1.54M. The stake represents 1.16% of the portfolio and ranks #15 among its holdings.

210 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Scheeler Financial LLC held 4,191 shares of UnitedHealth worth $1.54M as of Q3 2026.
  • UnitedHealth was a new Scheeler Financial LLC position in Q3 2026.
  • UnitedHealth made up 1.16% of Scheeler Financial LLC's portfolio in Q3 2026, its #15 holding.
  • 210 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.