Eclectic Associates
UNH icon

Eclectic Associates’s UnitedHealth UNH Stock Holding History

Eclectic Associates’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 		$3.48M Sell
9,482
-294
-3% -$118K 0.39% 43
2026
Q2 		$4.06M Sell
9,776
-10
-0.1% -$3.71K 0.46% 40
2026
Q1 		$2.65M Buy
9,786
+128
+1% +$38.1K 0.35% 49
2025
Q4 		$3.19M Sell
9,658
-39
-0.4% -$13.2K 0.5% 39
2025
Q3 		$3.35M Sell
9,697
-1
-0% -$302 0.61% 37
2025
Q2 		$3.03M Sell
9,698
-231
-2% -$88.3K 0.66% 38
2025
Q1 		$5.2M Buy
9,929
+131
+1% +$67K 1.39% 18
2024
Q4 		$4.96M Buy
9,798
+320
+3% +$182K 1.47% 14
2024
Q3 		$5.54M Sell
9,478
-312
-3% -$176K 2.19% 9
2024
Q2 		$4.99M Buy
9,790
+12
+0.1% +$5.88K 2.22% 9
2024
Q1 		$4.84M Buy
9,778
+65
+0.7% +$33K 2.21% 9
2023
Q4 		$5.11M Sell
9,713
-205
-2% -$109K 2.45% 8
2023
Q3 		$5M Sell
9,918
-298
-3% -$147K 2.54% 7
2023
Q2 		$4.91M Buy
10,216
+32
+0.3% +$15.6K 2.41% 9
2023
Q1 		$4.81M Buy
10,184
+29
+0.3% +$14K 2.47% 8
2022
Q4 		$5.38M Buy
10,155
+9,701
+2,137% +$5.14M 2.62% 8
2022
Q3 		$229K Hold
454
– – 0.15% 60
2022
Q2 		$233K Sell
454
-30
-6% -$15.1K 0.16% 62
2022
Q1 		$247K Buy
484
+5
+1% +$2.41K 0.16% 60
2021
Q4 		$241K Buy
+479
New +$217K 0.15% 68

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

Eclectic Associates's UNH Position: Q3 2026 in Review

Eclectic Associates reduced its UnitedHealth (UNH) stake by 3% in Q3 2026, selling an estimated $118K and leaving 9,482 shares worth $3.48M. The position accounts for 0.39% of the portfolio, ranked #43.

Eclectic Associates first reported a position in UNH in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.54M in Q3 2024. 1,919 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Eclectic Associates held 9,482 shares of UnitedHealth worth $3.48M as of Q3 2026.
  • Eclectic Associates sold 294 UnitedHealth shares in Q3 2026, an estimated $118K.
  • UnitedHealth made up 0.39% of Eclectic Associates's portfolio in Q3 2026, its #43 holding.
  • Eclectic Associates first reported a position in UnitedHealth in Q4 2021 and has held it in 20 quarters since.
  • Eclectic Associates's UnitedHealth position peaked at $5.54M in Q3 2024.
  • 1,919 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.