Exeter Financial’s UnitedHealth UNH Stock Holding History

Exeter Financial’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	$858K	Sell	2,338 -309	-12%	-$124K	0.32%	66
2026 Q2	$1.1M	Buy	2,647 +54	+2%	+$20K	0.42%	57
2026 Q1	$702K	Buy	2,593 +1,216	+88%	+$362K	0.29%	68
2025 Q4	$455K	Buy	1,377 +227	+20%	+$76.9K	0.19%	74
2025 Q3	$397K	Buy	1,150 +505	+78%	+$153K	0.17%	81
2025 Q2	$201K	Buy	645 +189	+41%	+$72.2K	0.09%	90
2025 Q1	$239K	Hold	456	–	–	0.11%	87
2024 Q4	$231K	Buy	456 +1	+0.2%	+$568	0.11%	88
2024 Q3	$266K	Sell	455 -14	-3%	-$7.92K	0.12%	83
2024 Q2	$239K	Hold	469	–	–	0.11%	84
2024 Q1	$214K	Hold	469	–	–	0.1%	88
2023 Q4	$252K	Buy	469 +1	+0.2%	+$533	0.12%	82
2023 Q3	$236K	Hold	468	–	–	0.12%	84
2023 Q2	$217K	Hold	468	–	–	0.11%	88
2023 Q1	$241K	Hold	468	–	–	0.12%	84
2022 Q4	$248K	Buy	468 +1	+0.2%	+$530	0.13%	81
2022 Q3	$236K	Hold	467	–	–	0.14%	81
2022 Q2	$240K	Hold	467	–	–	0.13%	82
2022 Q1	$238K	Hold	467	–	–	0.13%	81
2021 Q4	$217K	Buy	+467	New	+$211K	0.12%	81
2021 Q3	–	Sell	-511	Closed	-$209K	–	82
2021 Q2	$209K	Buy	+511	New	+$204K	0.12%	82

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

Exeter Financial's UNH Position: Q3 2026 in Review

Exeter Financial reduced its UnitedHealth (UNH) stake by 12% in Q3 2026, selling an estimated $124K and leaving 2,338 shares worth $858K. The position accounts for 0.32% of the portfolio, ranked #66.

Exeter Financial first reported a position in UNH in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.1M in Q2 2026. 1,389 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Exeter Financial held 2,338 shares of UnitedHealth worth $858K as of Q3 2026.
Exeter Financial sold 309 UnitedHealth shares in Q3 2026, an estimated $124K.
UnitedHealth made up 0.32% of Exeter Financial's portfolio in Q3 2026, its #66 holding.
Exeter Financial first reported a position in UnitedHealth in Q2 2021 and has held it in 21 quarters since.
Exeter Financial's UnitedHealth position peaked at $1.1M in Q2 2026.
1,389 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Exeter Financial's 13F filing for Q3 2026, filed 8 Oct 2026.