GWM
UNH icon

Global Wealth Management’s UnitedHealth UNH Stock Holding History

Global 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 		$260K Buy
708
+3
+0.4% +$1.21K 0.14% 39
2026
Q2 		$293K Buy
+705
New +$261K 0.15% 38

Other funds holding UNH

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

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

Global Wealth Management increased its UnitedHealth (UNH) stake by 0.43% in Q3 2026, buying an estimated $1.21K and bringing the position to 708 shares worth $260K. The position accounts for 0.14% of the portfolio, ranked #39.

Global Wealth Management first reported a position in UNH in Q2 2026 and has held it in 2 quarters since. The position peaked at $293K in Q2 2026. 2,547 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Global Wealth Management held 708 shares of UnitedHealth worth $260K as of Q3 2026.
  • Global Wealth Management bought 3 UnitedHealth shares in Q3 2026, an estimated $1.21K.
  • UnitedHealth made up 0.14% of Global Wealth Management's portfolio in Q3 2026, its #39 holding.
  • Global Wealth Management first reported a position in UnitedHealth in Q2 2026 and has held it in 2 quarters since.
  • Global Wealth Management's UnitedHealth position peaked at $293K in Q2 2026.
  • 2,547 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Global Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.