Flavin Financial Services’s UnitedHealth UNH Stock Holding History

Flavin Financial Services’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	$3.33M	Sell	9,069 -13	-0.1%	-$5.23K	1.8%	16
2026 Q2	$3.77M	Buy	9,082 +959	+12%	+$355K	2.15%	13
2026 Q1	$2.2M	Buy	8,123 +324	+4%	+$96.5K	1.48%	27
2025 Q4	$2.57M	Buy	7,799 +189	+2%	+$64K	1.76%	22
2025 Q3	$2.63M	Buy	7,610 +2,629	+53%	+$795K	1.87%	19
2025 Q2	$1.55M	Buy	4,981 +181	+4%	+$69.2K	1.51%	27
2025 Q1	$2.51M	Buy	4,800 +304	+7%	+$155K	2.31%	14
2024 Q4	$2.27M	Buy	+4,496	New	+$2.55M	2.16%	16

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Flavin Financial Services's UNH Position: Q3 2026 in Review

Flavin Financial Services reduced its UnitedHealth (UNH) stake by 0.14% in Q3 2026, selling an estimated $5.23K and leaving 9,069 shares worth $3.33M. The position accounts for 1.8% of the portfolio, ranked #16.

Flavin Financial Services first reported a position in UNH in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.77M in Q2 2026. 1,407 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Flavin Financial Services held 9,069 shares of UnitedHealth worth $3.33M as of Q3 2026.
Flavin Financial Services sold 13 UnitedHealth shares in Q3 2026, an estimated $5.23K.
UnitedHealth made up 1.8% of Flavin Financial Services's portfolio in Q3 2026, its #16 holding.
Flavin Financial Services first reported a position in UnitedHealth in Q4 2024 and has held it in 8 quarters since.
Flavin Financial Services's UnitedHealth position peaked at $3.77M in Q2 2026.
1,407 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Flavin Financial Services's 13F filing for Q3 2026, filed 21 Oct 2026.