First Affirmative Financial Network
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First Affirmative Financial Network’s UnitedHealth UNH Stock Holding History

First Affirmative Financial Network’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 		$530K Buy
+1,445
New +$582K 0.12% 171
2026
Q1 		$377K Buy
+1,393
New +$415K 0.15% 180
2025
Q3 		$490K Sell
1,419
-40
-3% -$12.1K 0.23% 111
2025
Q2 		$455K Sell
1,459
-25
-2% -$9.6K 0.23% 111
2025
Q1 		$777K Sell
1,484
-119
-7% -$60.8K 0.48% 45
2024
Q4 		$811K Sell
1,603
-38
-2% -$21.6K 0.47% 49
2024
Q3 		$960K Buy
1,641
+37
+2% +$20.9K 0.53% 40
2024
Q2 		$817K Sell
1,604
-106
-6% -$52K 0.57% 32
2024
Q1 		$846K Buy
1,710
+64
+4% +$32.5K 0.62% 27
2023
Q4 		$866K Buy
1,646
+229
+16% +$122K 0.69% 22
2023
Q3 		$714K Sell
1,417
-10
-0.7% -$4.92K 0.7% 27
2023
Q2 		$686K Sell
1,427
-39
-3% -$19.1K 0.69% 26
2023
Q1 		$693K Sell
1,466
-18
-1% -$8.69K 0.8% 16
2022
Q4 		$787K Sell
1,484
-222
-13% -$118K 0.95% 11
2022
Q3 		$862K Sell
1,706
-288
-14% -$151K 1.1% 13
2022
Q2 		$1.02M Sell
1,994
-178
-8% -$89.4K 1.16% 11
2022
Q1 		$1.11M Buy
2,172
+241
+12% +$116K 1.06% 13
2021
Q4 		$970K Buy
1,931
+121
+7% +$54.8K 0.89% 22
2021
Q3 		$707K Buy
+1,810
New +$750K 0.73% 28

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

First Affirmative Financial Network's UNH Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in UnitedHealth (UNH) in Q3 2026: 1,445 shares worth $530K. The stake represents 0.12% of the portfolio and ranks #171 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in UNH as recently as Q1 2026.

First Affirmative Financial Network first reported a position in UNH in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.11M in Q1 2022. 993 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • First Affirmative Financial Network held 1,445 shares of UnitedHealth worth $530K as of Q3 2026.
  • UnitedHealth was a new First Affirmative Financial Network position in Q3 2026.
  • UnitedHealth made up 0.12% of First Affirmative Financial Network's portfolio in Q3 2026, its #171 holding.
  • First Affirmative Financial Network first reported a position in UnitedHealth in Q3 2021 and has held it in 19 quarters since.
  • First Affirmative Financial Network's UnitedHealth position peaked at $1.11M in Q1 2022.
  • 993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.