Howard Bailey Securities
UNH icon

Howard Bailey Securities’s UnitedHealth UNH Stock Holding History

Howard Bailey Securities’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 		– Sell
-562
Closed -$234K – 120
2026
Q2 		$234K Buy
+562
New +$208K 0.09% 104
2026
Q1 		– Sell
-698
Closed -$230K – 153
2025
Q4 		$230K Sell
698
-253
-27% -$85.7K 0.09% 126
2025
Q3 		$328K Sell
951
-181
-16% -$54.7K 0.09% 103
2025
Q2 		$353K Sell
1,132
-743
-40% -$284K 0.11% 98
2025
Q1 		$982K Buy
1,875
+494
+36% +$253K 0.33% 57
2024
Q4 		$699K Sell
1,381
-31
-2% -$17.6K 0.26% 59
2024
Q3 		$826K Buy
+1,412
New +$799K 0.31% 54

Other funds holding UNH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Howard Bailey Securities's UNH Position: Q3 2026 in Review

Howard Bailey Securities sold out of UnitedHealth (UNH) in Q3 2026, closing a stake of 562 shares — an estimated $234K sold.

Howard Bailey Securities first reported a position in UNH in Q3 2024 and held it in 7 quarters. The position peaked at $982K in Q1 2025. 2,015 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Howard Bailey Securities reported no remaining UnitedHealth position as of Q3 2026 after selling out during the quarter.
  • Howard Bailey Securities sold 562 UnitedHealth shares in Q3 2026, an estimated $234K.
  • Howard Bailey Securities first reported a position in UnitedHealth in Q3 2024 and held it in 7 quarters.
  • Howard Bailey Securities's UnitedHealth position peaked at $982K in Q1 2025.
  • 2,015 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Howard Bailey Securities's 13F filing for Q3 2026, filed 27 Oct 2026.