GA
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GoalVest Advisory’s UnitedHealth UNH Stock Holding History

GoalVest Advisory’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 		$99.5K Buy
271
+15
+6% +$6.04K 0.02% 162
2026
Q2 		$106K Buy
256
+51
+25% +$18.9K 0.02% 157
2026
Q1 		$55.5K Sell
205
-141
-41% -$42K 0.01% 217
2025
Q4 		$114K Buy
346
+141
+69% +$47.8K 0.02% 176
2025
Q3 		$70.8K Sell
205
-90
-31% -$27.2K 0.02% 192
2025
Q2 		$92K Sell
295
-2,973
-91% -$1.14M 0.02% 176
2025
Q1 		$1.71M Buy
3,268
+30
+0.9% +$15.3K 0.47% 40
2024
Q4 		$1.64M Sell
3,238
-10
-0.3% -$5.68K 0.45% 36
2024
Q3 		$1.9M Buy
3,248
+124
+4% +$70.1K 0.55% 30
2024
Q2 		$1.59M Buy
3,124
+18
+0.6% +$8.82K 0.51% 29
2024
Q1 		$1.54M Buy
3,106
+223
+8% +$113K 0.51% 28
2023
Q4 		$1.52M Sell
2,883
-96
-3% -$51.2K 0.67% 14
2023
Q3 		$1.5M Buy
2,979
+164
+6% +$80.7K 0.75% 16
2023
Q2 		$1.35M Buy
2,815
+286
+11% +$140K 0.7% 14
2023
Q1 		$1.2M Buy
2,529
+134
+6% +$64.7K 0.7% 36
2022
Q4 		$1.27M Buy
2,395
+314
+15% +$166K 0.82% 25
2022
Q3 		$1.05M Sell
2,081
-1,242
-37% -$653K 0.74% 34
2022
Q2 		$1.68M Buy
3,323
+22
+0.7% +$11K 1.06% 22
2022
Q1 		$1.68M Buy
+3,301
New +$1.59M 0.95% 31
2021
Q2 		$1.3M Buy
3,255
+172
+6% +$68.6K 0.81% 35
2021
Q1 		$1.15M Buy
3,083
+334
+12% +$116K 0.86% 35
2020
Q4 		$964K Buy
+2,749
New +$921K 0.81% 35

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

GoalVest Advisory's UNH Position: Q3 2026 in Review

GoalVest Advisory increased its UnitedHealth (UNH) stake by 5.9% in Q3 2026, buying an estimated $6.04K and bringing the position to 271 shares worth $99.5K. The position accounts for 0.02% of the portfolio, ranked #162.

GoalVest Advisory first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.9M in Q3 2024. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • GoalVest Advisory held 271 shares of UnitedHealth worth $99.5K as of Q3 2026.
  • GoalVest Advisory bought 15 UnitedHealth shares in Q3 2026, an estimated $6.04K.
  • UnitedHealth made up 0.02% of GoalVest Advisory's portfolio in Q3 2026, its #162 holding.
  • GoalVest Advisory first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • GoalVest Advisory's UnitedHealth position peaked at $1.9M in Q3 2024.
  • 169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.