Ballew Advisors’s UnitedHealth UNH Stock Holding History

Ballew 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	$203K	Sell	545 -6	-1%	-$2.42K	0.1%	127
2026 Q2	$234K	Buy	+551	New	+$204K	0.12%	113
2025 Q2	–	Sell	-508	Closed	-$304K	–	117
2025 Q1	$304K	Buy	+508	New	+$260K	0.2%	83
2018 Q4	–	Sell	-251	Closed	-$65K	–	413
2018 Q3	$65K	Sell	251 -40	-14%	-$10.4K	0.06%	146
2018 Q2	$71K	Hold	291	–	–	0.08%	129
2018 Q1	$62K	Buy	+291	New	+$66.5K	0.05%	145

Other funds holding UNH

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Ballew Advisors's UNH Position: Q3 2026 in Review

Ballew Advisors reduced its UnitedHealth (UNH) stake by 1.1% in Q3 2026, selling an estimated $2.42K and leaving 545 shares worth $203K. The position accounts for 0.1% of the portfolio, ranked #127.

Ballew Advisors first reported a position in UNH in Q1 2018 and has held it in 6 quarters since. The position peaked at $304K in Q1 2025. 447 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Ballew Advisors held 545 shares of UnitedHealth worth $203K as of Q3 2026.
Ballew Advisors sold 6 UnitedHealth shares in Q3 2026, an estimated $2.42K.
UnitedHealth made up 0.1% of Ballew Advisors's portfolio in Q3 2026, its #127 holding.
Ballew Advisors first reported a position in UnitedHealth in Q1 2018 and has held it in 6 quarters since.
Ballew Advisors's UnitedHealth position peaked at $304K in Q1 2025.
447 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Ballew Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.