HWA
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Heartwood Wealth Advisors’s UnitedHealth UNH Stock Holding History

Heartwood Wealth Advisors’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 		$1.64M Buy
4,471
+64
+1% +$25.8K 0.13% 78
2026
Q2 		$1.83M Buy
4,407
+350
+9% +$130K 0.14% 71
2026
Q1 		$1.1M Buy
4,057
+3,383
+502% +$1.01M 0.1% 93
2025
Q4 		$222K Buy
674
+181
+37% +$61.3K 0.02% 194
2025
Q3 		$170K Buy
+493
New +$149K 0.02% 213
2025
Q2 		– Sell
-511
Closed -$268K – 188
2025
Q1 		$268K Sell
511
-61
-11% -$31.2K 0.03% 153
2024
Q4 		$289K Sell
572
-24
-4% -$13.6K 0.03% 136
2024
Q3 		$348K Sell
596
-28
-4% -$15.8K 0.04% 122
2024
Q2 		$318K Sell
624
-45
-7% -$22.1K 0.04% 130
2024
Q1 		$331K Hold
669
– – 0.04% 111
2023
Q4 		$352K Buy
669
+1
+0.1% +$533 0.05% 101
2023
Q3 		$337K Sell
668
-15
-2% -$7.38K 0.05% 98
2023
Q2 		$328K Sell
683
-2
-0.3% -$978 0.05% 104
2023
Q1 		$324K Buy
685
+87
+15% +$42K 0.05% 96
2022
Q4 		$317K Buy
598
+174
+41% +$92.2K 0.05% 103
2022
Q3 		$214K Hold
424
– – 0.04% 108
2022
Q2 		$218K Buy
+424
New +$213K 0.04% 109

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

Heartwood Wealth Advisors's UNH Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its UnitedHealth (UNH) stake by 1.5% in Q3 2026, buying an estimated $25.8K and bringing the position to 4,471 shares worth $1.64M. The position accounts for 0.13% of the portfolio, ranked #78.

Heartwood Wealth Advisors first reported a position in UNH in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.83M in Q2 2026. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Heartwood Wealth Advisors held 4,471 shares of UnitedHealth worth $1.64M as of Q3 2026.
  • Heartwood Wealth Advisors bought 64 UnitedHealth shares in Q3 2026, an estimated $25.8K.
  • UnitedHealth made up 0.13% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #78 holding.
  • Heartwood Wealth Advisors first reported a position in UnitedHealth in Q2 2022 and has held it in 17 quarters since.
  • Heartwood Wealth Advisors's UnitedHealth position peaked at $1.83M in Q2 2026.
  • 169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.