Defined Wealth Management
UNH icon

Defined Wealth Management’s UnitedHealth UNH Stock Holding History

Defined Wealth Management’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 		$1.26M Buy
3,437
+2
+0.1% +$805 0.65% 45
2026
Q2 		$1.43M Buy
3,435
+22
+0.6% +$8.15K 0.73% 39
2026
Q1 		$924K Buy
3,413
+30
+0.9% +$8.93K 0.54% 53
2025
Q4 		$1.12M Buy
3,383
+7
+0.2% +$2.37K 0.64% 43
2025
Q3 		$1.17M Buy
3,376
+7
+0.2% +$2.12K 0.68% 41
2025
Q2 		$1.05M Buy
3,369
+67
+2% +$25.6K 0.65% 44
2025
Q1 		$1.73M Sell
3,302
-17
-0.5% -$8.69K 1.16% 26
2024
Q4 		$1.68M Sell
3,319
-12
-0.4% -$6.82K 1.11% 26
2024
Q3 		$1.95M Sell
3,331
-1
-0% -$566 1.26% 25
2024
Q2 		$1.7M Buy
3,332
+15
+0.5% +$7.35K 1.18% 26
2024
Q1 		$1.64M Sell
3,317
-99
-3% -$50.3K 1.18% 26
2023
Q4 		$1.8M Buy
3,416
+10
+0.3% +$5.33K 1.38% 21
2023
Q3 		$1.72M Buy
3,406
+28
+0.8% +$13.8K 1.46% 21
2023
Q2 		$1.62M Buy
3,378
+4
+0.1% +$1.96K 1.37% 22
2023
Q1 		$1.59M Hold
3,374
– – 1.49% 22
2022
Q4 		$1.79M Hold
3,374
– – 1.68% 15
2022
Q3 		$1.7M Hold
3,374
– – 1.86% 13
2022
Q2 		$1.73M Hold
3,374
– – 1.78% 13
2022
Q1 		$1.72M Hold
3,374
– – 1.51% 18
2021
Q4 		$1.69M Hold
3,374
– – 1.39% 20
2021
Q3 		$1.32M Buy
3,374
+112
+3% +$46.4K 1.17% 23
2021
Q2 		$1.31M Hold
3,262
– – 1.16% 23
2021
Q1 		$1.21M Hold
3,262
– – 1.15% 23
2020
Q4 		$1.14M Buy
+3,262
New +$1.09M 1.13% 22

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

Defined Wealth Management's UNH Position: Q3 2026 in Review

Defined Wealth Management increased its UnitedHealth (UNH) stake by 0.06% in Q3 2026, buying an estimated $805 and bringing the position to 3,437 shares worth $1.26M. The position accounts for 0.65% of the portfolio, ranked #45.

Defined Wealth Management first reported a position in UNH in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.95M in Q3 2024. 870 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Defined Wealth Management held 3,437 shares of UnitedHealth worth $1.26M as of Q3 2026.
  • Defined Wealth Management bought 2 UnitedHealth shares in Q3 2026, an estimated $805.
  • UnitedHealth made up 0.65% of Defined Wealth Management's portfolio in Q3 2026, its #45 holding.
  • Defined Wealth Management first reported a position in UnitedHealth in Q4 2020 and has held it in 24 quarters since.
  • Defined Wealth Management's UnitedHealth position peaked at $1.95M in Q3 2024.
  • 870 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

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