Guardian Partners’s UnitedHealth UNH Stock Holding History

Guardian Partners’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	$4.42M	Sell	12,043 -181	-1%	-$72.9K	0.39%	60
2026 Q2	$5.08M	Sell	12,224 -1,019	-8%	-$378K	0.46%	53
2026 Q1	$3.59M	Sell	13,243 -4,319	-25%	-$1.29M	0.3%	66
2025 Q4	$4.83M	Buy	17,562 +3,410	+24%	+$1.16M	0.39%	64
2025 Q3	$4.93M	Buy	14,152 +511	+4%	+$155K	0.42%	62
2025 Q2	$4.13M	Sell	13,641 -1,242	-8%	-$475K	0.37%	67
2025 Q1	$6.37M	Sell	14,883 -4,088	-22%	-$2.09M	0.66%	50
2024 Q4	$10M	Buy	+18,971	New	+$10.8M	1.01%	35

Other funds holding UNH

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Guardian Partners's UNH Position: Q3 2026 in Review

Guardian Partners reduced its UnitedHealth (UNH) stake by 1.5% in Q3 2026, selling an estimated $72.9K and leaving 12,043 shares worth $4.42M. The position accounts for 0.39% of the portfolio, ranked #60.

Guardian Partners first reported a position in UNH in Q4 2024 and has held it in 8 quarters since. The position peaked at $10M in Q4 2024. 2,295 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Guardian Partners held 12,043 shares of UnitedHealth worth $4.42M as of Q3 2026.
Guardian Partners sold 181 UnitedHealth shares in Q3 2026, an estimated $72.9K.
UnitedHealth made up 0.39% of Guardian Partners's portfolio in Q3 2026, its #60 holding.
Guardian Partners first reported a position in UnitedHealth in Q4 2024 and has held it in 8 quarters since.
Guardian Partners's UnitedHealth position peaked at $10M in Q4 2024.
2,295 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.