Ares Financial Consulting
UNH icon

Ares Financial Consulting’s UnitedHealth UNH Stock Holding History

Ares Financial Consulting’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 		$164K Buy
448
+29
+7% +$11.7K 0.11% 93
2026
Q2 		$174K Buy
419
+28
+7% +$10.4K 0.12% 93
2026
Q1 		$107K Buy
391
+175
+81% +$52.1K 0.08% 124
2025
Q4 		$71.4K Buy
+216
New +$73.2K 0.07% 129

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Ares Financial Consulting's UNH Position: Q3 2026 in Review

Ares Financial Consulting increased its UnitedHealth (UNH) stake by 6.9% in Q3 2026, buying an estimated $11.7K and bringing the position to 448 shares worth $164K. The position accounts for 0.11% of the portfolio, ranked #93.

Ares Financial Consulting first reported a position in UNH in Q4 2025 and has held it in 4 quarters since. The position peaked at $174K in Q2 2026. 2,218 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Ares Financial Consulting held 448 shares of UnitedHealth worth $164K as of Q3 2026.
  • Ares Financial Consulting bought 29 UnitedHealth shares in Q3 2026, an estimated $11.7K.
  • UnitedHealth made up 0.11% of Ares Financial Consulting's portfolio in Q3 2026, its #93 holding.
  • Ares Financial Consulting first reported a position in UnitedHealth in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's UnitedHealth position peaked at $174K in Q2 2026.
  • 2,218 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.