Amplius Wealth Advisors
UNH icon

Amplius Wealth Advisors’s UnitedHealth UNH Stock Holding History

Amplius Wealth 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 		$686K Buy
1,868
+236
+14% +$95K 0.05% 108
2026
Q2 		$678K Sell
1,632
-114
-7% -$42.3K 0.05% 103
2026
Q1 		$473K Sell
1,746
-330
-16% -$98.3K 0.04% 111
2025
Q4 		$685K Sell
2,076
-21
-1% -$7.12K 0.06% 91
2025
Q3 		$724K Sell
2,097
-2,007
-49% -$607K 0.06% 91
2025
Q2 		$1.28M Buy
4,104
+3,029
+282% +$1.16M 0.12% 70
2025
Q1 		$563K Sell
1,075
-18
-2% -$9.2K 0.06% 105
2024
Q4 		$553K Buy
1,093
+115
+12% +$65.3K 0.06% 99
2024
Q3 		$572K Buy
978
+31
+3% +$17.5K 0.06% 92
2024
Q2 		$482K Sell
947
-8
-0.8% -$3.92K 0.05% 100
2024
Q1 		$473K Sell
955
-38
-4% -$19.3K 0.05% 102
2023
Q4 		$523K Buy
993
+38
+4% +$20.3K 0.06% 96
2023
Q3 		$482K Sell
955
-61
-6% -$30K 0.06% 96
2023
Q2 		$488K Buy
1,016
+45
+5% +$22K 0.07% 99
2023
Q1 		$459K Buy
971
+58
+6% +$28K 0.07% 103
2022
Q4 		$484K Sell
913
-989
-52% -$524K 0.08% 88
2022
Q3 		$960K Buy
1,902
+100
+6% +$52.6K 0.17% 60
2022
Q2 		$926K Sell
1,802
-122
-6% -$61.3K 0.15% 62
2022
Q1 		$981K Sell
1,924
-357
-16% -$172K 0.15% 63
2021
Q4 		$1.14M Buy
+2,281
New +$1.03M 0.16% 63

Other funds holding UNH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Amplius Wealth Advisors's UNH Position: Q3 2026 in Review

Amplius Wealth Advisors increased its UnitedHealth (UNH) stake by 14% in Q3 2026, buying an estimated $95K and bringing the position to 1,868 shares worth $686K. The position accounts for 0.05% of the portfolio, ranked #108.

Amplius Wealth Advisors first reported a position in UNH in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.28M in Q2 2025. 2,861 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Amplius Wealth Advisors held 1,868 shares of UnitedHealth worth $686K as of Q3 2026.
  • Amplius Wealth Advisors bought 236 UnitedHealth shares in Q3 2026, an estimated $95K.
  • UnitedHealth made up 0.05% of Amplius Wealth Advisors's portfolio in Q3 2026, its #108 holding.
  • Amplius Wealth Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 20 quarters since.
  • Amplius Wealth Advisors's UnitedHealth position peaked at $1.28M in Q2 2025.
  • 2,861 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.