Core Wealth Partners’s UnitedHealth UNH Stock Holding History

Core Wealth Partners’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	$253K	Buy	+689	New	+$277K	0.1%	156
2025 Q2	–	Sell	-2,093	Closed	-$1.1M	–	187
2025 Q1	$1.1M	Buy	2,093 +797	+61%	+$407K	0.64%	39
2024 Q4	$656K	Sell	1,296 -349	-21%	-$198K	0.38%	61
2024 Q3	$962K	Buy	1,645 +447	+37%	+$253K	0.58%	45
2024 Q2	$610K	Buy	1,198 +154	+15%	+$75.5K	0.42%	57
2024 Q1	$516K	Buy	1,044 +40	+4%	+$20.3K	0.39%	55
2023 Q4	$529K	Sell	1,004 -18	-2%	-$9.6K	0.43%	52
2023 Q3	$515K	Hold	1,022	–	–	0.47%	47
2023 Q2	$491K	Buy	+1,022	New	+$500K	0.45%	54

Other funds holding UNH

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Core Wealth Partners's UNH Position: Q3 2026 in Review

Core Wealth Partners opened a new position in UnitedHealth (UNH) in Q3 2026: 689 shares worth $253K. The stake represents 0.1% of the portfolio and ranks #156 among its holdings. This is a return to the name: Core Wealth Partners previously reported a position in UNH as recently as Q1 2025.

Core Wealth Partners first reported a position in UNH in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.1M in Q1 2025. 1,961 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Core Wealth Partners held 689 shares of UnitedHealth worth $253K as of Q3 2026.
UnitedHealth was a new Core Wealth Partners position in Q3 2026.
UnitedHealth made up 0.1% of Core Wealth Partners's portfolio in Q3 2026, its #156 holding.
Core Wealth Partners first reported a position in UnitedHealth in Q2 2023 and has held it in 9 quarters since.
Core Wealth Partners's UnitedHealth position peaked at $1.1M in Q1 2025.
1,961 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Core Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.