Abel Hall LLC’s UnitedHealth UNH Stock Holding History

Abel Hall 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	$972K	Sell	2,649 -216	-8%	-$87K	0.18%	79
2026 Q2	$1.19M	Buy	2,865 +596	+26%	+$221K	0.21%	65
2026 Q1	$614K	Sell	2,269 -1,666	-42%	-$496K	0.13%	141
2025 Q4	$1.3M	Buy	3,935 +837	+27%	+$284K	0.3%	43
2025 Q3	$1.07M	Buy	3,098 +145	+5%	+$43.9K	0.43%	33
2025 Q2	$921K	Buy	2,953 +2,280	+339%	+$871K	0.43%	36
2025 Q1	$353K	Sell	673 -178	-21%	-$91K	0.21%	83
2024 Q4	$431K	Sell	851 -82	-9%	-$46.6K	0.27%	60
2024 Q3	$546K	Buy	933 +83	+10%	+$46.9K	0.36%	42
2024 Q2	$433K	Sell	850 -91	-10%	-$44.6K	0.31%	52
2024 Q1	$465K	Buy	941 +14	+2%	+$7.12K	0.35%	46
2023 Q4	$488K	Buy	+927	New	+$494K	0.42%	40

Other funds holding UNH

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 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

Abel Hall LLC's UNH Position: Q3 2026 in Review

Abel Hall LLC reduced its UnitedHealth (UNH) stake by 7.5% in Q3 2026, selling an estimated $87K and leaving 2,649 shares worth $972K. The position accounts for 0.18% of the portfolio, ranked #79.

Abel Hall LLC first reported a position in UNH in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.3M in Q4 2025. 1,165 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Abel Hall LLC held 2,649 shares of UnitedHealth worth $972K as of Q3 2026.
Abel Hall LLC sold 216 UnitedHealth shares in Q3 2026, an estimated $87K.
UnitedHealth made up 0.18% of Abel Hall LLC's portfolio in Q3 2026, its #79 holding.
Abel Hall LLC first reported a position in UnitedHealth in Q4 2023 and has held it in 12 quarters since.
Abel Hall LLC's UnitedHealth position peaked at $1.3M in Q4 2025.
1,165 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

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