Fifth Third Wealth Advisors
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Fifth Third Wealth Advisors’s UnitedHealth UNH Stock Holding History

Fifth Third Wealth 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 		$6.01M Sell
16,370
-245
-1% -$98.6K 0.16% 101
2026
Q2 		$6.91M Buy
16,615
+660
+4% +$245K 0.19% 93
2026
Q1 		$4.32M Buy
15,955
+228
+1% +$67.9K 0.15% 113
2025
Q4 		$5.19M Buy
15,727
+1,362
+9% +$462K 0.18% 93
2025
Q3 		$4.96M Sell
14,365
-1,201
-8% -$363K 0.18% 93
2025
Q2 		$4.86M Buy
15,566
+794
+5% +$303K 0.2% 89
2025
Q1 		$7.74M Buy
14,772
+1,332
+10% +$681K 0.4% 40
2024
Q4 		$6.8M Buy
13,440
+1,422
+12% +$808K 0.37% 41
2024
Q3 		$7.03M Buy
12,018
+1,594
+15% +$902K 0.43% 37
2024
Q2 		$5.31M Buy
10,424
+2,442
+31% +$1.2M 0.4% 40
2024
Q1 		$3.95M Buy
7,982
+1,860
+30% +$946K 0.62% 23
2023
Q4 		$3.22M Buy
6,122
+620
+11% +$331K 1.05% 17
2023
Q3 		$2.77M Buy
5,502
+495
+10% +$244K 1.12% 17
2023
Q2 		$2.41M Buy
5,007
+3,494
+231% +$1.71M 1.55% 13
2023
Q1 		$715K Buy
+1,513
New +$730K 1.32% 26

Other funds holding UNH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fifth Third Wealth Advisors's UNH Position: Q3 2026 in Review

Fifth Third Wealth Advisors reduced its UnitedHealth (UNH) stake by 1.5% in Q3 2026, selling an estimated $98.6K and leaving 16,370 shares worth $6.01M. The position accounts for 0.16% of the portfolio, ranked #101.

Fifth Third Wealth Advisors first reported a position in UNH in Q1 2023 and has held it in 15 quarters since. The position peaked at $7.74M in Q1 2025. 1,919 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Fifth Third Wealth Advisors held 16,370 shares of UnitedHealth worth $6.01M as of Q3 2026.
  • Fifth Third Wealth Advisors sold 245 UnitedHealth shares in Q3 2026, an estimated $98.6K.
  • UnitedHealth made up 0.16% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #101 holding.
  • Fifth Third Wealth Advisors first reported a position in UnitedHealth in Q1 2023 and has held it in 15 quarters since.
  • Fifth Third Wealth Advisors's UnitedHealth position peaked at $7.74M in Q1 2025.
  • 1,919 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.