Echo Wealth Management’s UnitedHealth UNH Stock Holding History

Echo 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	$325K	Buy	885 +5	+0.6%	+$2.01K	0.16%	41
2026 Q2	$366K	Sell	880 -658	-43%	-$244K	0.19%	35
2026 Q1	$416K	Sell	1,538 -131	-8%	-$39K	0.24%	29
2025 Q4	$551K	Sell	1,669 -376	-18%	-$127K	0.32%	29
2025 Q3	$706K	Sell	2,045 -171	-8%	-$51.7K	0.41%	27
2025 Q2	$691K	Buy	2,216 +104	+5%	+$39.7K	0.42%	27
2025 Q1	$1.11M	Buy	+2,112	New	+$1.08M	0.75%	24
2022 Q3	–	Sell	-520	Closed	-$267K	–	54
2022 Q2	$267K	Buy	+520	New	+$261K	0.36%	38

Other funds holding UNH

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

Echo Wealth Management increased its UnitedHealth (UNH) stake by 0.57% in Q3 2026, buying an estimated $2.01K and bringing the position to 885 shares worth $325K. The position accounts for 0.16% of the portfolio, ranked #41.

Echo Wealth Management first reported a position in UNH in Q2 2022 and has held it in 8 quarters since. The position peaked at $1.11M in Q1 2025. 620 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Echo Wealth Management held 885 shares of UnitedHealth worth $325K as of Q3 2026.
Echo Wealth Management bought 5 UnitedHealth shares in Q3 2026, an estimated $2.01K.
UnitedHealth made up 0.16% of Echo Wealth Management's portfolio in Q3 2026, its #41 holding.
Echo Wealth Management first reported a position in UnitedHealth in Q2 2022 and has held it in 8 quarters since.
Echo Wealth Management's UnitedHealth position peaked at $1.11M in Q1 2025.
620 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Echo Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.