Athena Wealth Management
UNH icon

Athena Wealth Management’s UnitedHealth UNH Stock Holding History

Athena Wealth Management’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 		$1.2M Buy
3,261
+293
+10% +$118K 0.86% 24
2026
Q2 		$1.23M Buy
2,968
+1,022
+53% +$379K 0.92% 23
2026
Q1 		$527K Buy
1,946
+729
+60% +$217K 0.43% 56
2025
Q4 		$402K Buy
+1,217
New +$412K 0.39% 60

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

Athena Wealth Management's UNH Position: Q3 2026 in Review

Athena Wealth Management increased its UnitedHealth (UNH) stake by 9.9% in Q3 2026, buying an estimated $118K and bringing the position to 3,261 shares worth $1.2M. The position accounts for 0.86% of the portfolio, ranked #24.

Athena Wealth Management first reported a position in UNH in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.23M in Q2 2026. 2,861 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Athena Wealth Management held 3,261 shares of UnitedHealth worth $1.2M as of Q3 2026.
  • Athena Wealth Management bought 293 UnitedHealth shares in Q3 2026, an estimated $118K.
  • UnitedHealth made up 0.86% of Athena Wealth Management's portfolio in Q3 2026, its #24 holding.
  • Athena Wealth Management first reported a position in UnitedHealth in Q4 2025 and has held it in 4 quarters since.
  • Athena Wealth Management's UnitedHealth position peaked at $1.23M in Q2 2026.
  • 2,861 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.