Diversified Enterprises’s UnitedHealth UNH Stock Holding History

Diversified Enterprises’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	$1.43M	Buy	3,886 +146	+4%	+$58.8K	0.07%	129
2026 Q2	$1.55M	Sell	3,740 -1,171	-24%	-$434K	0.08%	110
2026 Q1	$1.33M	Buy	4,911 +167	+4%	+$49.7K	0.07%	127
2025 Q4	$1.57M	Buy	4,744 +1,448	+44%	+$491K	0.09%	95
2025 Q3	$1.14M	Sell	3,296 -650	-16%	-$197K	0.08%	88
2025 Q2	$1.23M	Sell	3,946 -969	-20%	-$370K	0.09%	82
2025 Q1	$2.57M	Buy	4,915 +1,122	+30%	+$574K	0.22%	52
2024 Q4	$1.92M	Buy	3,793 +441	+13%	+$251K	0.18%	47
2024 Q3	$1.96M	Buy	+3,352	New	+$1.9M	0.22%	44

Other funds holding UNH

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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Diversified Enterprises's UNH Position: Q3 2026 in Review

Diversified Enterprises increased its UnitedHealth (UNH) stake by 3.9% in Q3 2026, buying an estimated $58.8K and bringing the position to 3,886 shares worth $1.43M. The position accounts for 0.07% of the portfolio, ranked #129.

Diversified Enterprises first reported a position in UNH in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.57M in Q1 2025. 1,389 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Diversified Enterprises held 3,886 shares of UnitedHealth worth $1.43M as of Q3 2026.
Diversified Enterprises bought 146 UnitedHealth shares in Q3 2026, an estimated $58.8K.
UnitedHealth made up 0.07% of Diversified Enterprises's portfolio in Q3 2026, its #129 holding.
Diversified Enterprises first reported a position in UnitedHealth in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's UnitedHealth position peaked at $2.57M in Q1 2025.
1,389 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.