Brady Martz Wealth Solutions’s UnitedHealth UNH Stock Holding History

Brady Martz Wealth Solutions’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	$861K	Buy	2,347 +955	+69%	+$384K	0.13%	111
2026 Q2	$579K	Buy	1,392 +500	+56%	+$185K	0.09%	135
2026 Q1	$241K	Sell	892 -440	-33%	-$131K	0.04%	175
2025 Q4	$440K	Sell	1,332 -68	-5%	-$23K	0.08%	138
2025 Q3	$483K	Sell	1,400 -2	-0.1%	-$605	0.09%	120
2025 Q2	$437K	Sell	1,402 -390	-22%	-$149K	0.08%	122
2025 Q1	$938K	Sell	1,792 -7	-0.4%	-$3.58K	0.21%	89
2024 Q4	$978K	Buy	+1,799	New	+$1.02M	0.24%	82

Other funds holding UNH

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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Brady Martz Wealth Solutions's UNH Position: Q3 2026 in Review

Brady Martz Wealth Solutions increased its UnitedHealth (UNH) stake by 69% in Q3 2026, buying an estimated $384K and bringing the position to 2,347 shares worth $861K. The position accounts for 0.13% of the portfolio, ranked #111.

Brady Martz Wealth Solutions first reported a position in UNH in Q4 2024 and has held it in 8 quarters since. The position peaked at $978K in Q4 2024. 2,218 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Brady Martz Wealth Solutions held 2,347 shares of UnitedHealth worth $861K as of Q3 2026.
Brady Martz Wealth Solutions bought 955 UnitedHealth shares in Q3 2026, an estimated $384K.
UnitedHealth made up 0.13% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #111 holding.
Brady Martz Wealth Solutions first reported a position in UnitedHealth in Q4 2024 and has held it in 8 quarters since.
Brady Martz Wealth Solutions's UnitedHealth position peaked at $978K in Q4 2024.
2,218 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.