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Essential Partners’s UnitedHealth UNH Stock Holding History

Essential Partners’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 		$201K Sell
548
-170
-24% -$68.4K 0.09% 242
2026
Q2 		$298K Buy
718
+285
+66% +$106K 0.14% 161
2026
Q1 		$117K Buy
433
+31
+8% +$9.23K 0.04% 388
2025
Q4 		$133K Sell
402
-109
-21% -$36.9K 0.04% 384
2025
Q3 		$176K Buy
511
+10
+2% +$3.02K 0.06% 339
2025
Q2 		$156K Buy
+501
New +$191K 0.06% 302

Other funds holding UNH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Essential Partners's UNH Position: Q3 2026 in Review

Essential Partners reduced its UnitedHealth (UNH) stake by 24% in Q3 2026, selling an estimated $68.4K and leaving 548 shares worth $201K. The position accounts for 0.09% of the portfolio, ranked #242.

Essential Partners first reported a position in UNH in Q2 2025 and has held it in 6 quarters since. The position peaked at $298K in Q2 2026. 509 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Essential Partners held 548 shares of UnitedHealth worth $201K as of Q3 2026.
  • Essential Partners sold 170 UnitedHealth shares in Q3 2026, an estimated $68.4K.
  • UnitedHealth made up 0.09% of Essential Partners's portfolio in Q3 2026, its #242 holding.
  • Essential Partners first reported a position in UnitedHealth in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's UnitedHealth position peaked at $298K in Q2 2026.
  • 509 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.