STACKSTONE WEALTH, LLC’s UnitedHealth UNH Stock Holding History

STACKSTONE WEALTH, 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	$1.97M	Buy	+5,354	New	+$2.16M	0.19%	138

Other funds holding UNH

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

STACKSTONE WEALTH, LLC's UNH Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in UnitedHealth (UNH) in Q3 2026: 5,354 shares worth $1.97M. The stake represents 0.19% of the portfolio and ranks #138 among its holdings.

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

STACKSTONE WEALTH, LLC held 5,354 shares of UnitedHealth worth $1.97M as of Q3 2026.
UnitedHealth was a new STACKSTONE WEALTH, LLC position in Q3 2026.
UnitedHealth made up 0.19% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #138 holding.
620 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.