Activest Wealth Management
UNH icon

Activest Wealth Management’s UnitedHealth UNH Stock Holding History

Activest 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 		$884K Buy
2,410
+3
+0.1% +$1.21K 0.16% 48
2026
Q2 		$1M Sell
2,407
-1,447
-38% -$536K 0.19% 44
2026
Q1 		$1.04M Sell
3,854
-118
-3% -$35.1K 0.18% 49
2025
Q4 		$1.31M Buy
3,972
+946
+31% +$321K 0.24% 43
2025
Q3 		$1.04M Buy
3,026
+1,782
+143% +$539K 0.21% 52
2025
Q2 		$388K Buy
1,244
+857
+221% +$328K 0.09% 73
2025
Q1 		$203K Buy
387
+200
+107% +$102K 0.05% 94
2024
Q4 		$94.7K Buy
187
+5
+3% +$2.84K 0.03% 128
2024
Q3 		$106K Hold
182
– – 0.03% 117
2024
Q2 		$92.5K Sell
182
-28
-13% -$13.7K 0.03% 130
2024
Q1 		$104K Sell
210
-7
-3% -$3.56K 0.05% 79
2023
Q4 		$114K Sell
217
-26
-11% -$13.9K 0.06% 57
2023
Q3 		$122K Buy
243
+1
+0.4% +$492 0.08% 55
2023
Q2 		$93.9K Sell
242
-6
-2% -$2.93K 0.06% 44
2023
Q1 		$116K Buy
248
+4
+2% +$1.93K 0.07% 51
2022
Q4 		$129K Buy
244
+102
+72% +$54K 0.04% 115
2022
Q3 		$72K Buy
142
+14
+11% +$7.36K 0.02% 159
2022
Q2 		$66K Sell
128
-45
-26% -$22.6K 0.05% 83
2022
Q1 		$88K Buy
173
+99
+134% +$47.7K 0.06% 70
2021
Q4 		$37K Buy
74
+1
+1% +$453 0.02% 123
2021
Q3 		$29K Hold
73
– – 0.02% 147
2021
Q2 		$29K Hold
73
– – 0.02% 127
2021
Q1 		$27K Buy
+73
New +$25.3K 0.02% 130

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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Activest Wealth Management's UNH Position: Q3 2026 in Review

Activest Wealth Management increased its UnitedHealth (UNH) stake by 0.12% in Q3 2026, buying an estimated $1.21K and bringing the position to 2,410 shares worth $884K. The position accounts for 0.16% of the portfolio, ranked #48.

Activest Wealth Management first reported a position in UNH in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.31M in Q4 2025. 2,071 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Activest Wealth Management held 2,410 shares of UnitedHealth worth $884K as of Q3 2026.
  • Activest Wealth Management bought 3 UnitedHealth shares in Q3 2026, an estimated $1.21K.
  • UnitedHealth made up 0.16% of Activest Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Activest Wealth Management first reported a position in UnitedHealth in Q1 2021 and has held it in 23 quarters since.
  • Activest Wealth Management's UnitedHealth position peaked at $1.31M in Q4 2025.
  • 2,071 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.