B.A. Schrock Wealth Management, Inc.’s UnitedHealth UNH Stock Holding History

B.A. Schrock Wealth Management, Inc.’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	$800K	Buy	+2,192	New	+$882K	0.29%	76

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

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

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

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

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s UNH Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in UnitedHealth (UNH) in Q3 2026: 2,192 shares worth $800K. The stake represents 0.29% of the portfolio and ranks #76 among its holdings.

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

B.A. Schrock Wealth Management, Inc. held 2,192 shares of UnitedHealth worth $800K as of Q3 2026.
UnitedHealth was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
UnitedHealth made up 0.29% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #76 holding.
447 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.