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Baker Tilly Wealth Management’s UnitedHealth UNH Stock Holding History

Baker Tilly 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 		$378K Sell
1,031
-49
-5% -$19.7K 0.07% 194
2026
Q2 		$449K Sell
1,080
-1
-0.1% -$371 0.1% 178
2026
Q1 		$293K Buy
1,081
+28
+3% +$8.34K 0.07% 214
2025
Q4 		$348K Buy
1,053
+1
+0.1% +$339 0.09% 202
2025
Q3 		$363K Sell
1,052
-199
-16% -$60.2K 0.08% 188
2025
Q2 		$390K Sell
1,251
-25
-2% -$9.55K 0.14% 154
2025
Q1 		$668K Buy
1,276
+65
+5% +$33.2K 0.26% 95
2024
Q4 		$613K Sell
1,211
-153
-11% -$86.9K 0.24% 102
2024
Q3 		$798K Sell
1,364
-697
-34% -$394K 0.35% 69
2024
Q2 		$1.05M Sell
2,061
-3,032
-60% -$1.49M 0.43% 45
2024
Q1 		$2.52M Sell
5,093
-245
-5% -$125K 0.46% 49
2023
Q4 		$2.81M Sell
5,338
-990
-16% -$528K 0.46% 40
2023
Q3 		$3.19M Sell
6,328
-5,955
-48% -$2.93M 0.53% 37
2023
Q2 		$5.9M Buy
12,283
+706
+6% +$345K 0.62% 34
2023
Q1 		$5.47M Buy
11,577
+15
+0.1% +$7.24K 0.62% 37
2022
Q4 		$6.13M Sell
11,562
-656
-5% -$347K 0.75% 21
2022
Q3 		$6.17M Sell
12,218
-756
-6% -$398K 0.84% 15
2022
Q2 		$6.66M Sell
12,974
-1,246
-9% -$626K 0.87% 17
2022
Q1 		$7.25M Buy
14,220
+1,401
+11% +$676K 0.8% 19
2021
Q4 		$6.44M Buy
12,819
+1,324
+12% +$599K 0.69% 24
2021
Q3 		$4.49M Buy
11,495
+1,293
+13% +$536K 0.59% 29
2021
Q2 		$4.08M Buy
10,202
+1,334
+15% +$532K 0.66% 29
2021
Q1 		$3.3M Buy
8,868
+2,434
+38% +$843K 0.68% 27
2020
Q4 		$2.26M Buy
+6,434
New +$2.16M 0.7% 33

Other funds holding UNH

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Baker Tilly Wealth Management's UNH Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its UnitedHealth (UNH) stake by 4.5% in Q3 2026, selling an estimated $19.7K and leaving 1,031 shares worth $378K. The position accounts for 0.07% of the portfolio, ranked #194.

Baker Tilly Wealth Management first reported a position in UNH in Q4 2020 and has held it in 24 quarters since. The position peaked at $7.25M in Q1 2022. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Baker Tilly Wealth Management held 1,031 shares of UnitedHealth worth $378K as of Q3 2026.
  • Baker Tilly Wealth Management sold 49 UnitedHealth shares in Q3 2026, an estimated $19.7K.
  • UnitedHealth made up 0.07% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #194 holding.
  • Baker Tilly Wealth Management first reported a position in UnitedHealth in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's UnitedHealth position peaked at $7.25M in Q1 2022.
  • 169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.