Able Wealth Management
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Able Wealth Management’s UnitedHealth UNH Stock Holding History

Able Wealth Management’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
-605
Closed -$252K – 229
2026
Q2 		$252K Buy
+605
New +$224K 0.06% 124
2024
Q1 		– Sell
-179
Closed -$94.4K – 541
2023
Q4 		$94.4K Buy
+179
New +$95.5K 0.09% 102

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 Wealth Management's UNH Position: Q3 2026 in Review

Able Wealth Management sold out of UnitedHealth (UNH) in Q3 2026, closing a stake of 605 shares — an estimated $252K sold.

Able Wealth Management first reported a position in UNH in Q4 2023 and held it in 2 quarters. The position peaked at $252K in Q2 2026. 1,081 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Able Wealth Management reported no remaining UnitedHealth position as of Q3 2026 after selling out during the quarter.
  • Able Wealth Management sold 605 UnitedHealth shares in Q3 2026, an estimated $252K.
  • Able Wealth Management first reported a position in UnitedHealth in Q4 2023 and held it in 2 quarters.
  • Able Wealth Management's UnitedHealth position peaked at $252K in Q2 2026.
  • 1,081 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.