Commonwealth Financial Services
UNH icon

Commonwealth Financial Services’s UnitedHealth UNH Stock Holding History

Commonwealth 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 		$382K Sell
1,042
-221
-17% -$89K 0.07% 149
2026
Q2 		$525K Buy
1,263
+342
+37% +$127K 0.07% 141
2026
Q1 		$249K Sell
921
-242
-21% -$72.1K 0.04% 212
2025
Q4 		$384K Sell
1,163
-126
-10% -$42.7K 0.06% 145
2025
Q3 		$445K Buy
1,289
+282
+28% +$85.3K 0.08% 126
2025
Q2 		$314K Buy
1,007
+11
+1% +$4.2K 0.06% 154
2025
Q1 		$522K Sell
996
-8
-0.8% -$4.09K 0.11% 107
2024
Q4 		$508K Buy
1,004
+209
+26% +$119K 0.1% 102
2024
Q3 		$464K Buy
795
+69
+10% +$39K 0.09% 106
2024
Q2 		$355K Buy
726
+60
+9% +$29.4K 0.07% 119
2024
Q1 		$351K Hold
666
– – 0.08% 121
2023
Q4 		$351K Buy
+666
New +$355K 0.08% 120

Other funds holding UNH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

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

Commonwealth Financial Services reduced its UnitedHealth (UNH) stake by 17% in Q3 2026, selling an estimated $89K and leaving 1,042 shares worth $382K. The position accounts for 0.07% of the portfolio, ranked #149.

Commonwealth Financial Services first reported a position in UNH in Q4 2023 and has held it in 12 quarters since. The position peaked at $525K in Q2 2026. 1,081 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Commonwealth Financial Services held 1,042 shares of UnitedHealth worth $382K as of Q3 2026.
  • Commonwealth Financial Services sold 221 UnitedHealth shares in Q3 2026, an estimated $89K.
  • UnitedHealth made up 0.07% of Commonwealth Financial Services's portfolio in Q3 2026, its #149 holding.
  • Commonwealth Financial Services first reported a position in UnitedHealth in Q4 2023 and has held it in 12 quarters since.
  • Commonwealth Financial Services's UnitedHealth position peaked at $525K in Q2 2026.
  • 1,081 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.