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FAI Advisors’s UnitedHealth UNH Stock Holding History

FAI Advisors’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 		$266K Buy
724
+101
+16% +$40.7K 0.1% 142
2026
Q2 		$259K Buy
+623
New +$231K 0.1% 146
2025
Q2 		– Sell
-626
Closed -$328K – 166
2025
Q1 		$328K Sell
626
-91
-13% -$46.5K 0.17% 95
2024
Q4 		$363K Buy
+717
New +$407K 0.16% 97

Other funds holding UNH

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

FAI Advisors's UNH Position: Q3 2026 in Review

FAI Advisors increased its UnitedHealth (UNH) stake by 16% in Q3 2026, buying an estimated $40.7K and bringing the position to 724 shares worth $266K. The position accounts for 0.1% of the portfolio, ranked #142.

FAI Advisors first reported a position in UNH in Q4 2024 and has held it in 4 quarters since. The position peaked at $363K in Q4 2024. 1,813 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • FAI Advisors held 724 shares of UnitedHealth worth $266K as of Q3 2026.
  • FAI Advisors bought 101 UnitedHealth shares in Q3 2026, an estimated $40.7K.
  • UnitedHealth made up 0.1% of FAI Advisors's portfolio in Q3 2026, its #142 holding.
  • FAI Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 4 quarters since.
  • FAI Advisors's UnitedHealth position peaked at $363K in Q4 2024.
  • 1,813 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on FAI Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.