ABLE Financial Group
UNH icon

ABLE Financial Group’s UnitedHealth UNH Stock Holding History

ABLE Financial Group’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 		$223K Buy
+607
New +$244K 0.03% 212
2025
Q2 		– Sell
-4,481
Closed -$2.35M – 221
2025
Q1 		$2.35M Buy
4,481
+360
+9% +$184K 0.66% 32
2024
Q4 		$2.08M Buy
4,121
+2,259
+121% +$1.28M 0.62% 38
2024
Q3 		$1.09M Sell
1,862
-5
-0.3% -$2.83K 0.34% 53
2024
Q2 		$951K Sell
1,867
-268
-13% -$131K 0.34% 53
2024
Q1 		$1.06M Sell
2,135
-53
-2% -$26.9K 0.41% 47
2023
Q4 		$1.15M Buy
2,188
+133
+6% +$70.9K 0.5% 40
2023
Q3 		$1.04M Sell
2,055
-110
-5% -$54.1K 0.52% 36
2023
Q2 		$1.04M Buy
2,165
+565
+35% +$276K 0.54% 40
2023
Q1 		$756K Buy
+1,600
New +$772K 0.49% 44

Other funds holding UNH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

ABLE Financial Group's UNH Position: Q3 2026 in Review

ABLE Financial Group opened a new position in UnitedHealth (UNH) in Q3 2026: 607 shares worth $223K. The stake represents 0.03% of the portfolio and ranks #212 among its holdings. This is a return to the name: ABLE Financial Group previously reported a position in UNH as recently as Q1 2025.

ABLE Financial Group first reported a position in UNH in Q1 2023 and has held it in 10 quarters since. The position peaked at $2.35M in Q1 2025. 993 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • ABLE Financial Group held 607 shares of UnitedHealth worth $223K as of Q3 2026.
  • UnitedHealth was a new ABLE Financial Group position in Q3 2026.
  • UnitedHealth made up 0.03% of ABLE Financial Group's portfolio in Q3 2026, its #212 holding.
  • ABLE Financial Group first reported a position in UnitedHealth in Q1 2023 and has held it in 10 quarters since.
  • ABLE Financial Group's UnitedHealth position peaked at $2.35M in Q1 2025.
  • 993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.