Herold Advisors
UNH icon

Herold Advisors’s UnitedHealth UNH Stock Holding History

Herold 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 		$805K Hold
2,193
– – 0.16% 136
2026
Q2 		$910K Sell
2,193
-136
-6% -$50.4K 0.18% 127
2026
Q1 		$630K Sell
2,329
-1,123
-33% -$334K 0.14% 154
2025
Q4 		$1.14M Sell
3,452
-49
-1% -$16.6K 0.25% 98
2025
Q3 		$1.21M Buy
3,501
+446
+15% +$135K 0.28% 95
2025
Q2 		$953K Sell
3,055
-359
-11% -$137K 0.2% 119
2025
Q1 		$1.79M Buy
3,414
+79
+2% +$40.4K 0.39% 75
2024
Q4 		$1.69M Sell
3,335
-718
-18% -$408K 0.37% 72
2024
Q3 		$2.37M Sell
4,053
-111
-3% -$62.8K 0.51% 53
2024
Q2 		$2.12M Buy
4,164
+264
+7% +$129K 0.49% 55
2024
Q1 		$1.93M Sell
3,900
-66
-2% -$33.6K 0.47% 60
2023
Q4 		$2.09M Hold
3,966
– – 0.58% 52
2023
Q3 		$2M Buy
3,966
+293
+8% +$144K 0.61% 47
2023
Q2 		$1.77M Buy
3,673
+275
+8% +$134K 0.54% 55
2023
Q1 		$1.61M Buy
3,398
+127
+4% +$61.3K 0.56% 53
2022
Q4 		$1.73M Buy
3,271
+1
+0% +$530 0.73% 44
2022
Q3 		$1.65M Hold
3,270
– – 0.79% 41
2022
Q2 		$1.68M Buy
3,270
+95
+3% +$47.7K 0.75% 40
2022
Q1 		$1.62M Buy
3,175
+370
+13% +$178K 0.58% 50
2021
Q4 		$1.41M Hold
2,805
– – 0.55% 64
2021
Q3 		$1.1M Buy
+2,805
New +$1.16M 0.43% 76

Other funds holding UNH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Herold Advisors's UNH Position: Q3 2026 in Review

Herold Advisors held its UnitedHealth (UNH) position steady in Q3 2026 at 2,193 shares worth $805K. The position accounts for 0.16% of the portfolio, ranked #136.

Herold Advisors first reported a position in UNH in Q3 2021 and has held it in 21 quarters since. The position peaked at $2.37M in Q3 2024. 993 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Herold Advisors held 2,193 shares of UnitedHealth worth $805K as of Q3 2026.
  • Herold Advisors left its UnitedHealth share count unchanged in Q3 2026.
  • UnitedHealth made up 0.16% of Herold Advisors's portfolio in Q3 2026, its #136 holding.
  • Herold Advisors first reported a position in UnitedHealth in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's UnitedHealth position peaked at $2.37M in Q3 2024.
  • 993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.