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Cooper Financial Group’s UnitedHealth UNH Stock Holding History

Cooper Financial Group’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 		$1.73M Buy
4,706
+247
+6% +$99.4K 0.14% 118
2026
Q2 		$1.85M Buy
4,459
+420
+10% +$156K 0.15% 113
2026
Q1 		$1.09M Sell
4,039
-299
-7% -$89K 0.11% 146
2025
Q4 		$1.43M Buy
4,338
+30
+0.7% +$10.2K 0.15% 108
2025
Q3 		$1.49M Buy
4,308
+119
+3% +$36K 0.16% 98
2025
Q2 		$1.31M Sell
4,189
-682
-14% -$261K 0.15% 116
2025
Q1 		$2.55M Buy
4,871
+628
+15% +$321K 0.34% 58
2024
Q4 		$2.15M Sell
4,243
-29
-0.7% -$16.5K 0.26% 67
2024
Q3 		$2.5M Buy
4,272
+1,541
+56% +$872K 0.32% 61
2024
Q2 		$1.39M Buy
2,731
+492
+22% +$241K 0.2% 91
2024
Q1 		$1.11M Buy
2,239
+165
+8% +$83.9K 0.18% 109
2023
Q4 		$1.09M Buy
2,074
+32
+2% +$17.1K 0.2% 100
2023
Q3 		$1.03M Buy
2,042
+125
+7% +$61.5K 0.25% 99
2023
Q2 		$921K Buy
1,917
+382
+25% +$187K 0.23% 105
2023
Q1 		$726K Sell
1,535
-102
-6% -$49.2K 0.2% 128
2022
Q4 		$868K Buy
1,637
+125
+8% +$66.2K 0.27% 92
2022
Q3 		$764K Buy
1,512
+66
+5% +$34.7K 0.27% 92
2022
Q2 		$743K Buy
1,446
+414
+40% +$208K 0.27% 94
2022
Q1 		$526K Buy
+1,032
New +$498K 0.2% 108
2021
Q4 		– Sell
-562
Closed -$220K – 274
2021
Q3 		$220K Sell
562
-12
-2% -$4.97K 0.05% 231
2021
Q2 		$230K Sell
574
-47
-8% -$18.7K 0.05% 226
2021
Q1 		$231K Sell
621
-858
-58% -$297K 0.05% 216
2020
Q4 		$519K Buy
1,479
+770
+109% +$258K 0.11% 149
2020
Q3 		$221K Sell
709
-20
-3% -$6.14K 0.06% 185
2020
Q2 		$215K Buy
+729
New +$209K 0.07% 173

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

Cooper Financial Group's UNH Position: Q3 2026 in Review

Cooper Financial Group increased its UnitedHealth (UNH) stake by 5.5% in Q3 2026, buying an estimated $99.4K and bringing the position to 4,706 shares worth $1.73M. The position accounts for 0.14% of the portfolio, ranked #118.

Cooper Financial Group first reported a position in UNH in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.55M in Q1 2025. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Cooper Financial Group held 4,706 shares of UnitedHealth worth $1.73M as of Q3 2026.
  • Cooper Financial Group bought 247 UnitedHealth shares in Q3 2026, an estimated $99.4K.
  • UnitedHealth made up 0.14% of Cooper Financial Group's portfolio in Q3 2026, its #118 holding.
  • Cooper Financial Group first reported a position in UnitedHealth in Q2 2020 and has held it in 25 quarters since.
  • Cooper Financial Group's UnitedHealth position peaked at $2.55M in Q1 2025.
  • 169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.