Crown Wealth Group
UNH icon

Crown Wealth Group’s UnitedHealth UNH Stock Holding History

Crown Wealth 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 		$333K Buy
908
+86
+10% +$34.6K 0.08% 99
2026
Q2 		$342K Buy
+822
New +$305K 0.09% 100
2025
Q4 		– Sell
-602
Closed -$208K – 149
2025
Q3 		$208K Sell
602
-145
-19% -$43.9K 0.06% 121
2025
Q2 		$233K Buy
747
+2
+0.3% +$764 0.09% 98
2025
Q1 		$390K Buy
745
+70
+10% +$35.8K 0.2% 57
2024
Q4 		$341K Buy
675
+5
+0.7% +$2.84K 0.14% 77
2024
Q3 		$391K Sell
670
-22
-3% -$12.4K 0.17% 68
2024
Q2 		$352K Buy
692
+10
+1% +$4.9K 0.18% 66
2024
Q1 		$337K Buy
682
+30
+5% +$15.3K 0.17% 65
2023
Q4 		$343K Buy
652
+135
+26% +$72K 0.21% 54
2023
Q3 		$261K Buy
517
+37
+8% +$18.2K 0.2% 56
2023
Q2 		$231K Sell
480
-48
-9% -$23.5K 0.18% 59
2023
Q1 		$250K Sell
528
-119
-18% -$57.4K 0.21% 53
2022
Q4 		$343K Buy
647
+53
+9% +$28.1K 0.32% 41
2022
Q3 		$300K Buy
594
+23
+4% +$12.1K 0.31% 42
2022
Q2 		$293K Buy
571
+86
+18% +$43.2K 0.27% 50
2022
Q1 		$247K Buy
+485
New +$234K 0.17% 81

Other funds holding UNH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Crown Wealth Group's UNH Position: Q3 2026 in Review

Crown Wealth Group increased its UnitedHealth (UNH) stake by 10% in Q3 2026, buying an estimated $34.6K and bringing the position to 908 shares worth $333K. The position accounts for 0.08% of the portfolio, ranked #99.

Crown Wealth Group first reported a position in UNH in Q1 2022 and has held it in 17 quarters since. The position peaked at $391K in Q3 2024. 2,042 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Crown Wealth Group held 908 shares of UnitedHealth worth $333K as of Q3 2026.
  • Crown Wealth Group bought 86 UnitedHealth shares in Q3 2026, an estimated $34.6K.
  • UnitedHealth made up 0.08% of Crown Wealth Group's portfolio in Q3 2026, its #99 holding.
  • Crown Wealth Group first reported a position in UnitedHealth in Q1 2022 and has held it in 17 quarters since.
  • Crown Wealth Group's UnitedHealth position peaked at $391K in Q3 2024.
  • 2,042 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.