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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
2025
Q3 		– Sell
-100
Closed -$31.2K – 5082
2025
Q2 		$31.2K Buy
+100
New +$38.2K ﹤0.01% 2391

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