Farther Finance Advisors’s UnitedHealth UNH Stock Holding History

Farther Finance 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	$10.6M	Buy	28,807 +5,552	+24%	+$2.24M	0.07%	239
2026 Q2	$9.67M	Buy	23,255 +1,491	+7%	+$553K	0.08%	225
2026 Q1	$5.96M	Buy	21,764 +682	+3%	+$203K	0.06%	300
2025 Q4	$6.96M	Buy	21,082 +2,631	+14%	+$892K	0.07%	242
2025 Q3	$6.37M	Buy	18,451 +2,333	+14%	+$706K	0.1%	179
2025 Q2	$5.03M	Buy	16,118 +504	+3%	+$193K	0.1%	187
2025 Q1	$8.17M	Buy	15,614 +3,016	+24%	+$1.54M	0.21%	101
2024 Q4	$6.37M	Buy	12,598 +67	+0.5%	+$38.1K	0.23%	91
2024 Q3	$7.33M	Buy	12,531 +332	+3%	+$188K	0.27%	72
2024 Q2	$6.03M	Buy	12,199 +3,517	+41%	+$1.72M	0.29%	66
2024 Q1	$4.25M	Buy	8,682 +932	+12%	+$474K	0.26%	76
2023 Q4	$4.08M	Buy	7,750 +3,861	+99%	+$2.06M	0.29%	70
2023 Q3	$1.96M	Buy	3,889 +335	+9%	+$165K	0.31%	68
2023 Q2	$1.71M	Buy	3,554 +247	+7%	+$121K	0.37%	54
2023 Q1	$1.56M	Buy	3,307 +2,374	+254%	+$1.15M	0.46%	41
2022 Q4	$495K	Buy	+933	New	+$494K	0.19%	105

Other funds holding UNH

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors's UNH Position: Q3 2026 in Review

Farther Finance Advisors increased its UnitedHealth (UNH) stake by 24% in Q3 2026, buying an estimated $2.24M and bringing the position to 28,807 shares worth $10.6M. The position accounts for 0.07% of the portfolio, ranked #239.

Farther Finance Advisors first reported a position in UNH in Q4 2022 and has held it in 16 quarters since. 114 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Farther Finance Advisors held 28,807 shares of UnitedHealth worth $10.6M as of Q3 2026.
Farther Finance Advisors bought 5,552 UnitedHealth shares in Q3 2026, an estimated $2.24M.
UnitedHealth made up 0.07% of Farther Finance Advisors's portfolio in Q3 2026, its #239 holding.
Farther Finance Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 16 quarters since.
114 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.