Bluesphere Advisors
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Bluesphere Advisors’s UnitedHealth UNH Stock Holding History

Bluesphere 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 		$4.03M Sell
10,969
-476
-4% -$192K 1.24% 12
2026
Q2 		$4.76M Buy
11,445
+25
+0.2% +$9.27K 1.47% 11
2026
Q1 		$3.09M Buy
11,420
+2,948
+35% +$878K 1.1% 13
2025
Q4 		$2.8M Buy
8,472
+1,547
+22% +$524K 1.24% 13
2025
Q3 		$2.39M Buy
6,925
+5,370
+345% +$1.62M 1.1% 14
2025
Q2 		$485K Buy
+1,555
New +$594K 0.24% 51
2025
Q1 		– Sell
-2,410
Closed -$1.22M – 108
2024
Q4 		$1.22M Buy
2,410
+114
+5% +$64.8K 0.6% 28
2024
Q3 		$1.34M Sell
2,296
-20
-0.9% -$11.3K 0.66% 23
2024
Q2 		$1.18M Sell
2,316
-80
-3% -$39.2K 0.6% 27
2024
Q1 		$1.19M Sell
2,396
-358
-13% -$182K 0.66% 25
2023
Q4 		$1.45M Buy
2,754
+140
+5% +$74.7K 0.9% 21
2023
Q3 		$1.32M Buy
2,614
+256
+11% +$126K 0.95% 20
2023
Q2 		$1.13M Buy
2,358
+147
+7% +$71.9K 0.79% 23
2023
Q1 		$1.04M Buy
2,211
+110
+5% +$53.1K 0.87% 21
2022
Q4 		$1.11M Hold
2,101
– – 0.99% 20
2022
Q3 		$1.06M Hold
2,101
– – 1.06% 18
2022
Q2 		$1.08M Buy
2,101
+67
+3% +$33.6K 1.05% 20
2022
Q1 		$1.04M Hold
2,034
– – 0.88% 25
2021
Q4 		$1.02M Hold
2,034
– – 0.85% 27
2021
Q3 		$795K Hold
2,034
– – 0.76% 30
2021
Q2 		$814K Hold
2,034
– – 0.72% 29
2021
Q1 		$757K Hold
2,034
– – 0.68% 29
2020
Q4 		$713K Buy
+2,034
New +$682K 0.76% 26

Other funds holding UNH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Bluesphere Advisors's UNH Position: Q3 2026 in Review

Bluesphere Advisors reduced its UnitedHealth (UNH) stake by 4.2% in Q3 2026, selling an estimated $192K and leaving 10,969 shares worth $4.03M. The position accounts for 1.24% of the portfolio, ranked #12.

Bluesphere Advisors first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.76M in Q2 2026. 912 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Bluesphere Advisors held 10,969 shares of UnitedHealth worth $4.03M as of Q3 2026.
  • Bluesphere Advisors sold 476 UnitedHealth shares in Q3 2026, an estimated $192K.
  • UnitedHealth made up 1.24% of Bluesphere Advisors's portfolio in Q3 2026, its #12 holding.
  • Bluesphere Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Bluesphere Advisors's UnitedHealth position peaked at $4.76M in Q2 2026.
  • 912 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Bluesphere Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.