Applied Capital LLC
UNH icon

Applied Capital LLC’s UnitedHealth UNH Stock Holding History

Applied Capital LLC’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 		$2.39M Sell
6,522
-15
-0.2% -$6.04K 0.95% 20
2026
Q2 		$2.72M Buy
6,537
+10
+0.2% +$3.71K 1.1% 19
2026
Q1 		$1.77M Buy
6,527
+362
+6% +$108K 0.83% 31
2025
Q4 		$2.04M Buy
6,165
+788
+15% +$267K 1.21% 24
2025
Q3 		$1.86M Buy
5,377
+449
+9% +$136K 1.15% 27
2025
Q2 		$1.54M Buy
4,928
+438
+10% +$167K 1.12% 35
2025
Q1 		$2.35M Sell
4,490
-3
-0.1% -$1.53K 1.85% 18
2024
Q4 		$2.27M Sell
4,493
-21
-0.5% -$11.9K 1.76% 19
2024
Q3 		$2.64M Sell
4,514
-101
-2% -$57.1K 2.06% 13
2024
Q2 		$2.35M Buy
4,615
+152
+3% +$74.5K 2.05% 13
2024
Q1 		$2.21M Buy
4,463
+260
+6% +$132K 1.8% 18
2023
Q4 		$2.21M Sell
4,203
-293
-7% -$156K 2.03% 16
2023
Q3 		$2.27M Sell
4,496
-27
-0.6% -$13.3K 2.25% 10
2023
Q2 		$2.17M Buy
4,523
+29
+0.6% +$14.2K 2.05% 14
2023
Q1 		$2.12M Sell
4,494
-24
-0.5% -$11.6K 2.11% 13
2022
Q4 		$2.4M Buy
+4,518
New +$2.39M 2.37% 7

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Applied Capital LLC's UNH Position: Q3 2026 in Review

Applied Capital LLC reduced its UnitedHealth (UNH) stake by 0.23% in Q3 2026, selling an estimated $6.04K and leaving 6,522 shares worth $2.39M. The position accounts for 0.95% of the portfolio, ranked #20.

Applied Capital LLC first reported a position in UNH in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.72M in Q2 2026. 1,389 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Applied Capital LLC held 6,522 shares of UnitedHealth worth $2.39M as of Q3 2026.
  • Applied Capital LLC sold 15 UnitedHealth shares in Q3 2026, an estimated $6.04K.
  • UnitedHealth made up 0.95% of Applied Capital LLC's portfolio in Q3 2026, its #20 holding.
  • Applied Capital LLC first reported a position in UnitedHealth in Q4 2022 and has held it in 16 quarters since.
  • Applied Capital LLC's UnitedHealth position peaked at $2.72M in Q2 2026.
  • 1,389 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Applied Capital LLC's 13F filing for Q3 2026, filed 7 Oct 2026.