Barlow Wealth Partners’s UnitedHealth UNH Stock Holding History

Barlow Wealth Partners’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	$933K	Buy	2,478 +30	+1%	+$12.1K	0.1%	61
2026 Q2	$1.04M	Hold	2,448	–	–	0.11%	60
2026 Q1	$795K	Sell	2,448 -84	-3%	-$25K	0.09%	65
2025 Q4	$871K	Sell	2,532 -15	-0.6%	-$5.08K	0.09%	63
2025 Q3	$921K	Sell	2,547 -23,852	-90%	-$7.21M	0.1%	61
2025 Q2	$8.12M	Sell	26,399 -21,061	-44%	-$8.05M	0.97%	34
2025 Q1	$19.9M	Buy	47,460 +10,756	+29%	+$5.5M	2.61%	14
2024 Q4	$19.9M	Buy	36,704 +2,250	+7%	+$1.28M	2.52%	13
2024 Q3	$20.1M	Buy	34,454 +507	+1%	+$287K	2.63%	11
2024 Q2	$19M	Buy	33,947 +1,001	+3%	+$491K	2.63%	10
2024 Q1	$14.5M	Buy	32,946 +1,330	+4%	+$676K	1.97%	17
2023 Q4	$16.6M	Buy	+31,616	New	+$16.9M	2.37%	13

Other funds holding UNH

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Barlow Wealth Partners's UNH Position: Q3 2026 in Review

Barlow Wealth Partners increased its UnitedHealth (UNH) stake by 1.2% in Q3 2026, buying an estimated $12.1K and bringing the position to 2,478 shares worth $933K. The position accounts for 0.1% of the portfolio, ranked #61.

Barlow Wealth Partners first reported a position in UNH in Q4 2023 and has held it in 12 quarters since. The position peaked at $20.1M in Q3 2024. 2,547 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Barlow Wealth Partners held 2,478 shares of UnitedHealth worth $933K as of Q3 2026.
Barlow Wealth Partners bought 30 UnitedHealth shares in Q3 2026, an estimated $12.1K.
UnitedHealth made up 0.1% of Barlow Wealth Partners's portfolio in Q3 2026, its #61 holding.
Barlow Wealth Partners first reported a position in UnitedHealth in Q4 2023 and has held it in 12 quarters since.
Barlow Wealth Partners's UnitedHealth position peaked at $20.1M in Q3 2024.
2,547 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.