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Gilpin Wealth Management’s UnitedHealth UNH Stock Holding History

Gilpin Wealth Management’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 		$15.1K Buy
41
+29
+242% +$11.7K 0.01% 304
2026
Q2 		$4.99K Hold
12
– – ﹤0.01% 369
2026
Q1 		$3.25K Buy
12
+5
+71% +$1.49K ﹤0.01% 387
2025
Q4 		$2.31K Buy
+7
New +$2.37K ﹤0.01% 390

Other funds holding UNH

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Gilpin Wealth Management's UNH Position: Q3 2026 in Review

Gilpin Wealth Management increased its UnitedHealth (UNH) stake by 242% in Q3 2026, buying an estimated $11.7K and bringing the position to 41 shares worth $15.1K. The position accounts for 0.01% of the portfolio, ranked #304.

Gilpin Wealth Management first reported a position in UNH in Q4 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Gilpin Wealth Management held 41 shares of UnitedHealth worth $15.1K as of Q3 2026.
  • Gilpin Wealth Management bought 29 UnitedHealth shares in Q3 2026, an estimated $11.7K.
  • UnitedHealth made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #304 holding.
  • Gilpin Wealth Management first reported a position in UnitedHealth in Q4 2025 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.