DDD Partners
UNH icon

DDD Partners’s UnitedHealth UNH Stock Holding History

DDD 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 		$16.6M Buy
45,194
+676
+2% +$272K 0.95% 42
2026
Q2 		$18.5M Buy
44,518
+641
+1% +$238K 1.15% 35
2026
Q1 		$11.9M Buy
43,877
+14,326
+48% +$4.27M 0.82% 42
2025
Q4 		$9.8M Sell
29,551
-13,837
-32% -$4.69M 0.62% 44
2025
Q3 		$15M Buy
43,388
+20,603
+90% +$6.23M 0.95% 33
2025
Q2 		$7.11M Buy
+22,785
New +$8.71M 0.76% 39

Other funds holding UNH

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

DDD Partners's UNH Position: Q3 2026 in Review

DDD Partners increased its UnitedHealth (UNH) stake by 1.5% in Q3 2026, buying an estimated $272K and bringing the position to 45,194 shares worth $16.6M. The position accounts for 0.95% of the portfolio, ranked #42.

DDD Partners first reported a position in UNH in Q2 2025 and has held it in 6 quarters since. The position peaked at $18.5M in Q2 2026. 1,821 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • DDD Partners held 45,194 shares of UnitedHealth worth $16.6M as of Q3 2026.
  • DDD Partners bought 676 UnitedHealth shares in Q3 2026, an estimated $272K.
  • UnitedHealth made up 0.95% of DDD Partners's portfolio in Q3 2026, its #42 holding.
  • DDD Partners first reported a position in UnitedHealth in Q2 2025 and has held it in 6 quarters since.
  • DDD Partners's UnitedHealth position peaked at $18.5M in Q2 2026.
  • 1,821 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

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