GWWM
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Great Waters Wealth Management’s UnitedHealth UNH Stock Holding History

Great Waters 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 		$7.5M Sell
20,426
-194
-0.9% -$78.1K 0.67% 14
2026
Q2 		$8.57M Buy
20,620
+1,884
+10% +$698K 0.79% 14
2026
Q1 		$5.07M Buy
18,736
+1,539
+9% +$458K 0.54% 15
2025
Q4 		$5.68M Sell
17,197
-49
-0.3% -$16.6K 0.62% 15
2025
Q3 		$5.96M Sell
17,246
-2
-0% -$605 0.7% 15
2025
Q2 		$5.38M Buy
17,248
+11
+0.1% +$4.2K 0.7% 15
2025
Q1 		$9.03M Sell
17,237
-347
-2% -$177K 1.25% 13
2024
Q4 		$8.9M Sell
17,584
-289
-2% -$164K 1.14% 14
2024
Q3 		$10.5M Sell
17,873
-127
-0.7% -$71.8K 1.41% 13
2024
Q2 		$9.17M Sell
18,000
-634
-3% -$311K 1.4% 13
2024
Q1 		$9.22M Sell
18,634
-42
-0.2% -$21.4K 1.51% 13
2023
Q4 		$10.1M Sell
18,676
-254
-1% -$135K 1.8% 12
2023
Q3 		$9.93M Sell
18,930
-80
-0.4% -$39.4K 1.97% 12
2023
Q2 		$9.14M Buy
19,010
+96
+0.5% +$46.9K 1.82% 12
2023
Q1 		$9.15M Sell
18,914
-223
-1% -$108K 1.93% 12
2022
Q4 		$9.42M Buy
+19,137
New +$10.1M 2.03% 12

Other funds holding UNH

DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 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
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Great Waters Wealth Management's UNH Position: Q3 2026 in Review

Great Waters Wealth Management reduced its UnitedHealth (UNH) stake by 0.94% in Q3 2026, selling an estimated $78.1K and leaving 20,426 shares worth $7.5M. The position accounts for 0.67% of the portfolio, ranked #14.

Great Waters Wealth Management first reported a position in UNH in Q4 2022 and has held it in 16 quarters since. The position peaked at $10.5M in Q3 2024. 325 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Great Waters Wealth Management held 20,426 shares of UnitedHealth worth $7.5M as of Q3 2026.
  • Great Waters Wealth Management sold 194 UnitedHealth shares in Q3 2026, an estimated $78.1K.
  • UnitedHealth made up 0.67% of Great Waters Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Great Waters Wealth Management first reported a position in UnitedHealth in Q4 2022 and has held it in 16 quarters since.
  • Great Waters Wealth Management's UnitedHealth position peaked at $10.5M in Q3 2024.
  • 325 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.