Detalus Advisors
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Detalus Advisors’s UnitedHealth UNH Stock Holding History

Detalus Advisors’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 		$431K Sell
1,174
-8
-0.7% -$3.22K 0.08% 119
2026
Q2 		$491K Sell
1,182
-497
-30% -$184K 0.1% 102
2026
Q1 		$454K Sell
1,679
-2
-0.1% -$596 0.1% 108
2025
Q4 		$555K Buy
1,681
+117
+7% +$39.6K 0.14% 84
2025
Q3 		$540K Buy
1,564
+43
+3% +$13K 0.14% 80
2025
Q2 		$475K Sell
1,521
-19
-1% -$7.26K 0.14% 92
2025
Q1 		$807K Sell
1,540
-162
-10% -$82.8K 0.25% 57
2024
Q4 		$861K Buy
1,702
+29
+2% +$16.5K 0.28% 47
2024
Q3 		$978K Buy
1,673
+28
+2% +$15.8K 0.33% 43
2024
Q2 		$838K Buy
1,645
+150
+10% +$73.5K 0.29% 47
2024
Q1 		$740K Sell
1,495
-98
-6% -$49.8K 0.26% 54
2023
Q4 		$839K Hold
1,593
– – 0.34% 46
2023
Q3 		$803K Sell
1,593
-150
-9% -$73.8K 0.38% 46
2023
Q2 		$838K Sell
1,743
-122
-7% -$59.7K 0.38% 49
2023
Q1 		$881K Sell
1,865
-10
-0.5% -$4.83K 0.42% 45
2022
Q4 		$994K Sell
1,875
-8
-0.4% -$4.24K 0.49% 41
2022
Q3 		$951K Hold
1,883
– – 0.57% 37
2022
Q2 		$967K Hold
1,883
– – 0.57% 29
2022
Q1 		$960K Sell
1,883
-10
-0.5% -$4.82K 0.51% 33
2021
Q4 		$951K Hold
1,893
– – 0.46% 36
2021
Q3 		$740K Hold
1,893
– – 0.38% 46
2021
Q2 		$758K Buy
1,893
+10
+0.5% +$3.99K 0.4% 45
2021
Q1 		$701K Buy
1,883
+25
+1% +$8.66K 0.41% 48
2020
Q4 		$652K Sell
1,858
-92
-5% -$30.8K 0.41% 48
2020
Q3 		$608K Sell
1,950
-141
-7% -$43.3K 0.44% 42
2020
Q2 		$617K Sell
2,091
-17
-0.8% -$4.87K 0.48% 43
2020
Q1 		$526K Buy
2,108
+1,090
+107% +$300K 0.48% 41
2019
Q4 		$299K Buy
+1,018
New +$266K 0.22% 74

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

Detalus Advisors's UNH Position: Q3 2026 in Review

Detalus Advisors reduced its UnitedHealth (UNH) stake by 0.68% in Q3 2026, selling an estimated $3.22K and leaving 1,174 shares worth $431K. The position accounts for 0.08% of the portfolio, ranked #119.

Detalus Advisors first reported a position in UNH in Q4 2019 and has held it in 28 quarters since. The position peaked at $994K in Q4 2022. 1,919 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Detalus Advisors held 1,174 shares of UnitedHealth worth $431K as of Q3 2026.
  • Detalus Advisors sold 8 UnitedHealth shares in Q3 2026, an estimated $3.22K.
  • UnitedHealth made up 0.08% of Detalus Advisors's portfolio in Q3 2026, its #119 holding.
  • Detalus Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 28 quarters since.
  • Detalus Advisors's UnitedHealth position peaked at $994K in Q4 2022.
  • 1,919 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Detalus Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.