Howard Financial Services’s UnitedHealth UNH Stock Holding History

Howard Financial Services’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	$435K	Buy	1,186 +240	+25%	+$96.6K	0.05%	145
2026 Q2	$393K	Buy	946 +133	+16%	+$49.3K	0.04%	150
2026 Q1	$220K	Buy	813 +41	+5%	+$12.2K	0.02%	209
2025 Q4	$255K	Buy	772 +157	+26%	+$53.2K	0.03%	175
2025 Q3	$212K	Buy	+615	New	+$186K	0.03%	179
2025 Q2	–	Sell	-498	Closed	-$261K	–	200
2025 Q1	$261K	Buy	498 +90	+22%	+$46K	0.04%	152
2024 Q4	$206K	Buy	408 +33	+9%	+$18.8K	0.03%	179
2024 Q3	$219K	Buy	+375	New	+$212K	0.03%	150
2023 Q1	–	Sell	-440	Closed	-$233K	–	152
2022 Q4	$233K	Buy	+440	New	+$233K	0.06%	117

Other funds holding UNH

Bank of New York Mellon New York $608B AUM 32.77% 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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Howard Financial Services's UNH Position: Q3 2026 in Review

Howard Financial Services increased its UnitedHealth (UNH) stake by 25% in Q3 2026, buying an estimated $96.6K and bringing the position to 1,186 shares worth $435K. The position accounts for 0.05% of the portfolio, ranked #145.

Howard Financial Services first reported a position in UNH in Q4 2022 and has held it in 9 quarters since. 1,784 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Howard Financial Services held 1,186 shares of UnitedHealth worth $435K as of Q3 2026.
Howard Financial Services bought 240 UnitedHealth shares in Q3 2026, an estimated $96.6K.
UnitedHealth made up 0.05% of Howard Financial Services's portfolio in Q3 2026, its #145 holding.
Howard Financial Services first reported a position in UnitedHealth in Q4 2022 and has held it in 9 quarters since.
1,784 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.