Broadway Wealth Solutions
UNH icon

Broadway Wealth Solutions’s UnitedHealth UNH Stock Holding History

Broadway 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 		– Sell
-500
Closed -$208K – 96
2026
Q2 		$208K Buy
+500
New +$185K 0.1% 89
2025
Q2 		– Sell
-1,151
Closed -$603K – 99
2025
Q1 		$603K Buy
1,151
+24
+2% +$12.3K 0.44% 20
2024
Q4 		$570K Buy
+1,127
New +$640K 0.43% 23

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Broadway Wealth Solutions's UNH Position: Q3 2026 in Review

Broadway Wealth Solutions sold out of UnitedHealth (UNH) in Q3 2026, closing a stake of 500 shares — an estimated $208K sold.

Broadway Wealth Solutions first reported a position in UNH in Q4 2024 and held it in 3 quarters. The position peaked at $603K in Q1 2025. 2,218 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Broadway Wealth Solutions reported no remaining UnitedHealth position as of Q3 2026 after selling out during the quarter.
  • Broadway Wealth Solutions sold 500 UnitedHealth shares in Q3 2026, an estimated $208K.
  • Broadway Wealth Solutions first reported a position in UnitedHealth in Q4 2024 and held it in 3 quarters.
  • Broadway Wealth Solutions's UnitedHealth position peaked at $603K in Q1 2025.
  • 2,218 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.