BlueStem Wealth Partners’s UnitedHealth UNH Stock Holding History

BlueStem 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	$1.04M	Sell	2,846 -435	-13%	-$175K	0.1%	61
2026 Q2	$1.36M	Sell	3,281 -135	-4%	-$50K	0.14%	56
2026 Q1	$924K	Sell	3,416 -82	-2%	-$24.4K	0.1%	64
2025 Q4	$1.15M	Sell	3,498 -553	-14%	-$187K	0.13%	57
2025 Q3	$1.4M	Buy	4,051 +289	+8%	+$87.4K	0.16%	47
2025 Q2	$1.17M	Buy	3,762 +234	+7%	+$89.4K	0.14%	45
2025 Q1	$1.85M	Sell	3,528 -35	-1%	-$17.9K	0.25%	35
2024 Q4	$1.8M	Buy	+3,563	New	+$2.02M	0.24%	37

Other funds holding UNH

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

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

BlueStem Wealth Partners reduced its UnitedHealth (UNH) stake by 13% in Q3 2026, selling an estimated $175K and leaving 2,846 shares worth $1.04M. The position accounts for 0.1% of the portfolio, ranked #61.

BlueStem Wealth Partners first reported a position in UNH in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.85M in Q1 2025. 2,861 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

BlueStem Wealth Partners held 2,846 shares of UnitedHealth worth $1.04M as of Q3 2026.
BlueStem Wealth Partners sold 435 UnitedHealth shares in Q3 2026, an estimated $175K.
UnitedHealth made up 0.1% of BlueStem Wealth Partners's portfolio in Q3 2026, its #61 holding.
BlueStem Wealth Partners first reported a position in UnitedHealth in Q4 2024 and has held it in 8 quarters since.
BlueStem Wealth Partners's UnitedHealth position peaked at $1.85M in Q1 2025.
2,861 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on BlueStem Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.