Fermata Advisors
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Fermata Advisors’s UnitedHealth UNH Stock Holding History

Fermata 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 		– Sell
-693
Closed -$288K – 317
2026
Q2 		$288K Buy
+693
New +$257K 0.06% 206
2025
Q2 		– Sell
-1,483
Closed -$777K – 288
2025
Q1 		$777K Buy
1,483
+123
+9% +$62.9K 0.14% 119
2024
Q4 		$688K Buy
1,360
+755
+125% +$429K 0.13% 114
2024
Q3 		$354K Buy
605
+74
+14% +$41.9K 0.07% 160
2024
Q2 		$271K Sell
531
-168
-24% -$82.3K 0.06% 177
2024
Q1 		$346K Buy
699
+235
+51% +$119K 0.08% 147
2023
Q4 		$244K Sell
464
-60
-11% -$32K 0.06% 151
2023
Q3 		$266K Buy
+524
New +$258K 0.08% 129
2022
Q3 		– Sell
-497
Closed -$257K – 162
2022
Q2 		$257K Sell
497
-57
-10% -$28.6K 0.09% 135
2022
Q1 		$284K Sell
554
-70
-11% -$33.8K 0.11% 129
2021
Q4 		$315K Buy
624
+34
+6% +$15.4K 0.12% 123
2021
Q3 		$231K Sell
590
-3
-0.5% -$1.24K 0.1% 155
2021
Q2 		$238K Buy
+593
New +$236K 0.14% 128

Other funds holding UNH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fermata Advisors's UNH Position: Q3 2026 in Review

Fermata Advisors sold out of UnitedHealth (UNH) in Q3 2026, closing a stake of 693 shares — an estimated $288K sold.

Fermata Advisors first reported a position in UNH in Q2 2021 and held it in 13 quarters. The position peaked at $777K in Q1 2025. 993 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Fermata Advisors reported no remaining UnitedHealth position as of Q3 2026 after selling out during the quarter.
  • Fermata Advisors sold 693 UnitedHealth shares in Q3 2026, an estimated $288K.
  • Fermata Advisors first reported a position in UnitedHealth in Q2 2021 and held it in 13 quarters.
  • Fermata Advisors's UnitedHealth position peaked at $777K in Q1 2025.
  • 993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

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