Genesis Private Wealth
UNH icon

Genesis Private Wealth’s UnitedHealth UNH Stock Holding History

Genesis Private Wealth’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
-506
Closed -$210K – 205
2026
Q2 		$210K Buy
+506
New +$188K 0.06% 181
2025
Q2 		– Sell
-538
Closed -$282K – 167
2025
Q1 		$282K Buy
538
+64
+14% +$32.7K 0.15% 91
2024
Q4 		$240K Buy
+474
New +$269K 0.13% 106

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

Genesis Private Wealth's UNH Position: Q3 2026 in Review

Genesis Private Wealth sold out of UnitedHealth (UNH) in Q3 2026, closing a stake of 506 shares — an estimated $210K sold.

Genesis Private Wealth first reported a position in UNH in Q4 2024 and held it in 3 quarters. The position peaked at $282K in Q1 2025. 1,919 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Genesis Private Wealth reported no remaining UnitedHealth position as of Q3 2026 after selling out during the quarter.
  • Genesis Private Wealth sold 506 UnitedHealth shares in Q3 2026, an estimated $210K.
  • Genesis Private Wealth first reported a position in UnitedHealth in Q4 2024 and held it in 3 quarters.
  • Genesis Private Wealth's UnitedHealth position peaked at $282K in Q1 2025.
  • 1,919 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Genesis Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.