4Wealth Advisors
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4Wealth Advisors’s UnitedHealth UNH Stock Holding History

4Wealth Advisors’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 		– Sell
-1,061
Closed -$445K – 167
2026
Q2 		$445K Buy
1,061
+56
+6% +$20.8K 0.34% 85
2026
Q1 		$263K Sell
1,005
-42
-4% -$12.5K 0.22% 117
2025
Q4 		$345K Sell
1,047
-20
-2% -$6.78K 0.29% 110
2025
Q3 		$368K Buy
1,067
+73
+7% +$22.1K 0.33% 97
2025
Q2 		$310K Buy
994
+350
+54% +$134K 0.31% 100
2025
Q1 		$337K Buy
644
+13
+2% +$6.65K 0.37% 99
2024
Q4 		$319K Buy
+631
New +$359K 0.32% 110

Other funds holding UNH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

4Wealth Advisors's UNH Position: Q3 2026 in Review

4Wealth Advisors sold out of UnitedHealth (UNH) in Q3 2026, closing a stake of 1,061 shares — an estimated $445K sold.

4Wealth Advisors first reported a position in UNH in Q4 2024 and held it in 7 quarters. The position peaked at $445K in Q2 2026. 1,919 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • 4Wealth Advisors reported no remaining UnitedHealth position as of Q3 2026 after selling out during the quarter.
  • 4Wealth Advisors sold 1,061 UnitedHealth shares in Q3 2026, an estimated $445K.
  • 4Wealth Advisors first reported a position in UnitedHealth in Q4 2024 and held it in 7 quarters.
  • 4Wealth Advisors's UnitedHealth position peaked at $445K in Q2 2026.
  • 1,919 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.