Affinity Capital Advisors’s UnitedHealth UNH Stock Holding History

Affinity Capital Advisors’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	$348K	Buy	918 +148	+19%	+$59.6K	0.04%	144
2026 Q2	$322K	Buy	+770	New	+$285K	0.04%	141
2026 Q1	–	Sell	-691	Closed	-$228K	–	189
2025 Q4	$228K	Buy	+691	New	+$234K	0.03%	157
2025 Q2	–	Sell	-575	Closed	-$345K	–	163
2025 Q1	$345K	Buy	575 +85	+17%	+$43.5K	0.07%	110
2024 Q4	$252K	Buy	490 +17	+4%	+$9.7K	0.05%	137
2024 Q3	$277K	Hold	473	–	–	0.05%	128
2024 Q2	$241K	Sell	473 -9	-2%	-$4.41K	0.05%	135
2024 Q1	$238K	Sell	482 -39	-7%	-$19.8K	0.05%	135
2023 Q4	$274K	Hold	521	–	–	0.07%	115
2023 Q3	$263K	Buy	521 +40	+8%	+$19.7K	0.07%	107
2023 Q2	$231K	Buy	+481	New	+$235K	0.06%	117

Other funds holding UNH

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

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

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

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

Affinity Capital Advisors's UNH Position: Q3 2026 in Review

Affinity Capital Advisors increased its UnitedHealth (UNH) stake by 19% in Q3 2026, buying an estimated $59.6K and bringing the position to 918 shares worth $348K. The position accounts for 0.04% of the portfolio, ranked #144.

Affinity Capital Advisors first reported a position in UNH in Q2 2023 and has held it in 11 quarters since. 1,389 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Affinity Capital Advisors held 918 shares of UnitedHealth worth $348K as of Q3 2026.
Affinity Capital Advisors bought 148 UnitedHealth shares in Q3 2026, an estimated $59.6K.
UnitedHealth made up 0.04% of Affinity Capital Advisors's portfolio in Q3 2026, its #144 holding.
Affinity Capital Advisors first reported a position in UnitedHealth in Q2 2023 and has held it in 11 quarters since.
1,389 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.