Boomfish Wealth Group’s UnitedHealth UNH Stock Holding History

Boomfish Wealth Group’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	$1.87M	Sell	5,099 -1,026	-17%	-$413K	0.81%	51
2026 Q2	$2.55M	Sell	6,125 -1,292	-17%	-$479K	1.16%	35
2026 Q1	$2.01M	Buy	7,417 +1,605	+28%	+$478K	1.07%	45
2025 Q4	$1.92M	Sell	5,812 -485	-8%	-$164K	1.03%	43
2025 Q3	$2.17M	Buy	6,297 +1,143	+22%	+$346K	1.17%	38
2025 Q2	$1.61M	Buy	5,154 +23	+0.4%	+$8.79K	0.93%	52
2025 Q1	$2.69M	Buy	5,131 +405	+9%	+$207K	1.74%	13
2024 Q4	$2.39M	Buy	4,726 +159	+3%	+$90.3K	1.45%	25
2024 Q3	$2.67M	Sell	4,567 -217	-5%	-$123K	1.64%	19
2024 Q2	$2.44M	Buy	4,784 +121	+3%	+$59.3K	1.58%	21
2024 Q1	$2.31M	Buy	4,663 +424	+10%	+$216K	1.55%	23
2023 Q4	$2.23M	Buy	+4,239	New	+$2.26M	1.61%	23

Other funds holding UNH

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

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

Boomfish Wealth Group's UNH Position: Q3 2026 in Review

Boomfish Wealth Group reduced its UnitedHealth (UNH) stake by 17% in Q3 2026, selling an estimated $413K and leaving 5,099 shares worth $1.87M. The position accounts for 0.81% of the portfolio, ranked #51.

Boomfish Wealth Group first reported a position in UNH in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.69M in Q1 2025. 2,713 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Boomfish Wealth Group held 5,099 shares of UnitedHealth worth $1.87M as of Q3 2026.
Boomfish Wealth Group sold 1,026 UnitedHealth shares in Q3 2026, an estimated $413K.
UnitedHealth made up 0.81% of Boomfish Wealth Group's portfolio in Q3 2026, its #51 holding.
Boomfish Wealth Group first reported a position in UnitedHealth in Q4 2023 and has held it in 12 quarters since.
Boomfish Wealth Group's UnitedHealth position peaked at $2.69M in Q1 2025.
2,713 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Boomfish Wealth Group's 13F filing for Q3 2026, filed 22 Oct 2026.