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Allied Investment Advisors’s UnitedHealth UNH Stock Holding History

Allied Investment 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 		$235K Buy
641
+29
+5% +$11.7K 0.02% 103
2026
Q2 		$255K Buy
+612
New +$227K 0.03% 95
2026
Q1 		– Sell
-683
Closed -$226K – 105
2025
Q4 		$226K Hold
683
– – 0.03% 93
2025
Q3 		$236K Buy
+683
New +$207K 0.04% 87

Other funds holding UNH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Allied Investment Advisors's UNH Position: Q3 2026 in Review

Allied Investment Advisors increased its UnitedHealth (UNH) stake by 4.7% in Q3 2026, buying an estimated $11.7K and bringing the position to 641 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #103.

Allied Investment Advisors first reported a position in UNH in Q3 2025 and has held it in 4 quarters since. The position peaked at $255K in Q2 2026. 290 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Allied Investment Advisors held 641 shares of UnitedHealth worth $235K as of Q3 2026.
  • Allied Investment Advisors bought 29 UnitedHealth shares in Q3 2026, an estimated $11.7K.
  • UnitedHealth made up 0.02% of Allied Investment Advisors's portfolio in Q3 2026, its #103 holding.
  • Allied Investment Advisors first reported a position in UnitedHealth in Q3 2025 and has held it in 4 quarters since.
  • Allied Investment Advisors's UnitedHealth position peaked at $255K in Q2 2026.
  • 290 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Allied Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.