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Bill Few Associates’s UnitedHealth UNH Stock Holding History

Bill Few Associates’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 		$650K Buy
1,771
+976
+123% +$393K 0.13% 119
2026
Q2 		$330K Buy
795
+1
+0.1% +$371 0.07% 167
2026
Q1 		$215K Sell
794
-25
-3% -$7.45K 0.05% 206
2025
Q4 		$270K Buy
819
+48
+6% +$16.3K 0.07% 170
2025
Q3 		$266K Sell
771
-224
-23% -$67.7K 0.07% 167
2025
Q2 		$310K Buy
995
+326
+49% +$125K 0.09% 148
2025
Q1 		$350K Sell
669
-100
-13% -$51.1K 0.13% 123
2024
Q4 		$389K Sell
769
-250
-25% -$142K 0.14% 114
2024
Q3 		$596K Buy
1,019
+50
+5% +$28.3K 0.21% 85
2024
Q2 		$493K Sell
969
-50
-5% -$24.5K 0.19% 96
2024
Q1 		$504K Sell
1,019
-27
-3% -$13.7K 0.2% 88
2023
Q4 		$551K Buy
1,046
+402
+62% +$214K 0.25% 74
2023
Q3 		$325K Hold
644
– – 0.17% 100
2023
Q2 		$310K Sell
644
-43
-6% -$21K 0.16% 106
2023
Q1 		$325K Buy
687
+25
+4% +$12.1K 0.18% 101
2022
Q4 		$351K Sell
662
-50
-7% -$26.5K 0.21% 88
2022
Q3 		$359K Hold
712
– – 0.24% 79
2022
Q2 		$366K Buy
712
+32
+5% +$16.1K 0.23% 78
2022
Q1 		$347K Hold
680
– – 0.19% 92
2021
Q4 		$341K Buy
+680
New +$308K 0.18% 91

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

Bill Few Associates's UNH Position: Q3 2026 in Review

Bill Few Associates increased its UnitedHealth (UNH) stake by 123% in Q3 2026, buying an estimated $393K and bringing the position to 1,771 shares worth $650K. The position accounts for 0.13% of the portfolio, ranked #119.

Bill Few Associates first reported a position in UNH in Q4 2021 and has held it in 20 quarters since. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Bill Few Associates held 1,771 shares of UnitedHealth worth $650K as of Q3 2026.
  • Bill Few Associates bought 976 UnitedHealth shares in Q3 2026, an estimated $393K.
  • UnitedHealth made up 0.13% of Bill Few Associates's portfolio in Q3 2026, its #119 holding.
  • Bill Few Associates first reported a position in UnitedHealth in Q4 2021 and has held it in 20 quarters since.
  • 169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Bill Few Associates's 13F filing for Q3 2026, filed 9 Oct 2026.