Ables Iannone Moore & Associates’s UnitedHealth UNH Stock Holding History

Ables Iannone Moore & Associates’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	$2.94M	Buy	7,996 +18	+0.2%	+$7.25K	1.52%	15
2026 Q2	$3.32M	Sell	7,978 -587	-7%	-$218K	1.77%	13
2026 Q1	$2.32M	Sell	8,565 -292	-3%	-$87K	1.38%	17
2025 Q4	$2.92M	Sell	8,857 -162	-2%	-$54.9K	1.6%	14
2025 Q3	$3.11M	Buy	9,019 +2,714	+43%	+$821K	1.79%	15
2025 Q2	$1.97M	Buy	6,305 +2,457	+64%	+$939K	1.22%	21
2025 Q1	$2.02M	Hold	3,848	–	–	1.37%	18
2024 Q4	$1.95M	Buy	3,848 +37	+1%	+$21K	1.2%	17
2024 Q3	$2.23M	Buy	3,811 +5	+0.1%	+$2.83K	1.44%	17
2024 Q2	$1.94M	Buy	3,806 +175	+5%	+$85.8K	1.28%	18
2024 Q1	$1.8M	Buy	3,631 +1,142	+46%	+$581K	1.28%	20
2023 Q4	$1.31M	Buy	+2,489	New	+$1.33M	1%	22

Other funds holding UNH

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Ables Iannone Moore & Associates's UNH Position: Q3 2026 in Review

Ables Iannone Moore & Associates increased its UnitedHealth (UNH) stake by 0.23% in Q3 2026, buying an estimated $7.25K and bringing the position to 7,996 shares worth $2.94M. The position accounts for 1.52% of the portfolio, ranked #15.

Ables Iannone Moore & Associates first reported a position in UNH in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.32M in Q2 2026. 2,042 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Ables Iannone Moore & Associates held 7,996 shares of UnitedHealth worth $2.94M as of Q3 2026.
Ables Iannone Moore & Associates bought 18 UnitedHealth shares in Q3 2026, an estimated $7.25K.
UnitedHealth made up 1.52% of Ables Iannone Moore & Associates's portfolio in Q3 2026, its #15 holding.
Ables Iannone Moore & Associates first reported a position in UnitedHealth in Q4 2023 and has held it in 12 quarters since.
Ables Iannone Moore & Associates's UnitedHealth position peaked at $3.32M in Q2 2026.
2,042 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Ables Iannone Moore & Associates's 13F filing for Q3 2026, filed 6 Oct 2026.