Exchange Traded Concepts
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Exchange Traded Concepts’s UnitedHealth UNH Stock Holding History

Exchange Traded Concepts’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 		$16M Buy
43,471
+13,734
+46% +$5.53M 0.06% 268
2026
Q2 		$12.4M Buy
29,737
+16,729
+129% +$6.2M 0.06% 301
2026
Q1 		$3.52M Sell
13,008
-13,778
-51% -$4.1M 0.02% 466
2025
Q4 		$8.84M Buy
26,786
+14,688
+121% +$4.98M 0.07% 289
2025
Q3 		$4.18M Buy
12,098
+7,914
+189% +$2.39M 0.04% 434
2025
Q2 		$1.31M Buy
4,184
+1,357
+48% +$519K 0.02% 588
2025
Q1 		$1.48M Buy
2,827
+930
+49% +$475K 0.03% 450
2024
Q4 		$960K Sell
1,897
-15,435
-89% -$8.77M 0.02% 581
2024
Q3 		$10.1M Sell
17,332
-1,474
-8% -$834K 0.24% 110
2024
Q2 		$9.6M Buy
18,806
+1,043
+6% +$511K 0.24% 102
2024
Q1 		$8.79M Buy
17,763
+2,799
+19% +$1.42M 0.23% 121
2023
Q4 		$7.88M Sell
14,964
-17,149
-53% -$9.15M 0.21% 129
2023
Q3 		$16.2M Buy
32,113
+31,961
+21,027% +$15.7M 0.46% 51
2023
Q2 		$73.1K Sell
152
-36
-19% -$17.6K ﹤0.01% 993
2023
Q1 		$88.8K Sell
188
-12,111
-98% -$5.84M ﹤0.01% 797
2022
Q4 		$6.52M Buy
12,299
+581
+5% +$308K 0.19% 95
2022
Q3 		$5.92M Sell
11,718
-3,081
-21% -$1.62M 0.19% 63
2022
Q2 		$7.6M Sell
14,799
-597
-4% -$300K 0.22% 65
2022
Q1 		$7.85M Buy
15,396
+15,194
+7,522% +$7.33M 0.16% 82
2021
Q4 		$101K Hold
202
– – ﹤0.01% 850
2021
Q3 		$79K Sell
202
-12,348
-98% -$5.11M ﹤0.01% 814
2021
Q2 		$5.03M Buy
+12,550
New +$5M 0.16% 93
2021
Q1 		– Sell
-322
Closed -$113K – 1169
2020
Q4 		$113K Buy
+322
New +$108K 0.01% 658
2020
Q3 		– Sell
-132
Closed -$39K – 993
2020
Q2 		$39K Buy
132
+77
+140% +$22.1K 0.01% 552
2020
Q1 		$14K Sell
55
-7
-11% -$1.93K 0.01% 334
2019
Q4 		$18K Buy
+62
New +$16.2K ﹤0.01% 293

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Exchange Traded Concepts's UNH Position: Q3 2026 in Review

Exchange Traded Concepts increased its UnitedHealth (UNH) stake by 46% in Q3 2026, buying an estimated $5.53M and bringing the position to 43,471 shares worth $16M. The position accounts for 0.06% of the portfolio, ranked #268.

Exchange Traded Concepts first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. The position peaked at $16.2M in Q3 2023. 2,218 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Exchange Traded Concepts held 43,471 shares of UnitedHealth worth $16M as of Q3 2026.
  • Exchange Traded Concepts bought 13,734 UnitedHealth shares in Q3 2026, an estimated $5.53M.
  • UnitedHealth made up 0.06% of Exchange Traded Concepts's portfolio in Q3 2026, its #268 holding.
  • Exchange Traded Concepts first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
  • Exchange Traded Concepts's UnitedHealth position peaked at $16.2M in Q3 2023.
  • 2,218 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Exchange Traded Concepts's 13F filing for Q3 2026, filed 28 Oct 2026.