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Burkett Financial Services’s UnitedHealth UNH Stock Holding History

Burkett Financial Services’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 		$66.8K Buy
+182
New +$73.3K 0.02% 114
2025
Q2 		– Sell
-9
Closed -$4.73K – 251
2025
Q1 		$4.73K Hold
9
– – ﹤0.01% 190
2024
Q4 		$4.55K Hold
9
– – ﹤0.01% 164
2024
Q3 		$5.26K Buy
+9
New +$5.09K ﹤0.01% 150

Other funds holding UNH

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Burkett Financial Services's UNH Position: Q3 2026 in Review

Burkett Financial Services opened a new position in UnitedHealth (UNH) in Q3 2026: 182 shares worth $66.8K. The stake represents 0.02% of the portfolio and ranks #114 among its holdings. This is a return to the name: Burkett Financial Services previously reported a position in UNH as recently as Q1 2025.

Burkett Financial Services first reported a position in UNH in Q3 2024 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Burkett Financial Services held 182 shares of UnitedHealth worth $66.8K as of Q3 2026.
  • UnitedHealth was a new Burkett Financial Services position in Q3 2026.
  • UnitedHealth made up 0.02% of Burkett Financial Services's portfolio in Q3 2026, its #114 holding.
  • Burkett Financial Services first reported a position in UnitedHealth in Q3 2024 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.