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Buska Wealth Management’s UnitedHealth UNH Stock Holding History

Buska Wealth Management’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 		$518K Sell
1,412
-66
-4% -$26.6K 0.18% 43
2026
Q2 		$614K Sell
1,478
-14
-0.9% -$5.19K 0.22% 41
2026
Q1 		$404K Hold
1,492
– – 0.16% 48
2025
Q4 		$493K Sell
1,492
-2
-0.1% -$678 0.18% 41
2025
Q3 		$516K Sell
1,494
-344
-19% -$104K 0.15% 38
2025
Q2 		$573K Buy
1,838
+344
+23% +$131K 0.16% 35
2025
Q1 		$782K Buy
1,494
+23
+2% +$11.8K 0.25% 32
2024
Q4 		$744K Buy
1,471
+156
+12% +$88.6K 0.24% 32
2024
Q3 		$769K Buy
1,315
+69
+6% +$39K 0.27% 29
2024
Q2 		$634K Buy
1,246
+193
+18% +$94.6K 0.25% 28
2024
Q1 		$521K Buy
+1,053
New +$535K 0.23% 33

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

Buska Wealth Management's UNH Position: Q3 2026 in Review

Buska Wealth Management reduced its UnitedHealth (UNH) stake by 4.5% in Q3 2026, selling an estimated $26.6K and leaving 1,412 shares worth $518K. The position accounts for 0.18% of the portfolio, ranked #43.

Buska Wealth Management first reported a position in UNH in Q1 2024 and has held it in 11 quarters since. The position peaked at $782K in Q1 2025. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Buska Wealth Management held 1,412 shares of UnitedHealth worth $518K as of Q3 2026.
  • Buska Wealth Management sold 66 UnitedHealth shares in Q3 2026, an estimated $26.6K.
  • UnitedHealth made up 0.18% of Buska Wealth Management's portfolio in Q3 2026, its #43 holding.
  • Buska Wealth Management first reported a position in UnitedHealth in Q1 2024 and has held it in 11 quarters since.
  • Buska Wealth Management's UnitedHealth position peaked at $782K in Q1 2025.
  • 169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.