Insight Advisors
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Insight Advisors’s UnitedHealth UNH Stock Holding History

Insight 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 		– Sell
-616
Closed -$257K – 254
2026
Q2 		$257K Buy
+616
New +$228K 0.05% 209
2026
Q1 		– Sell
-817
Closed -$270K – 285
2025
Q4 		$270K Sell
817
-24
-3% -$8.13K 0.04% 233
2025
Q3 		$291K Sell
841
-88
-9% -$26.6K 0.04% 224
2025
Q2 		$290K Sell
929
-37
-4% -$14.1K 0.05% 223
2025
Q1 		$506K Sell
966
-185
-16% -$94.6K 0.09% 146
2024
Q4 		$584K Sell
1,151
-82
-7% -$46.6K 0.1% 139
2024
Q3 		$720K Sell
1,233
-2
-0.2% -$1.13K 0.12% 119
2024
Q2 		$629K Sell
1,235
-15
-1% -$7.35K 0.11% 123
2024
Q1 		$619K Sell
1,250
-84
-6% -$42.7K 0.12% 129
2023
Q4 		$702K Sell
1,334
-97
-7% -$51.7K 0.15% 109
2023
Q3 		$722K Sell
1,431
-75
-5% -$36.9K 0.16% 105
2023
Q2 		$724K Sell
1,506
-2
-0.1% -$978 0.16% 106
2023
Q1 		$713K Sell
1,508
-30
-2% -$14.5K 0.17% 103
2022
Q4 		$797K Sell
1,538
-8
-0.5% -$4.24K 0.28% 93
2022
Q3 		$781K Buy
1,546
+112
+8% +$58.9K 0.31% 89
2022
Q2 		$765K Buy
1,434
+5
+0.3% +$2.51K 0.26% 101
2022
Q1 		$729K Buy
1,429
+59
+4% +$28.5K 0.22% 123
2021
Q4 		$688K Sell
1,370
-5
-0.4% -$2.26K 0.2% 119
2021
Q3 		$628K Sell
1,375
-16
-1% -$6.63K 0.19% 140
2021
Q2 		$578K Sell
1,391
-31
-2% -$12.4K 0.18% 151
2021
Q1 		$567K Sell
1,422
-100
-7% -$34.6K 0.18% 147
2020
Q4 		$534K Buy
+1,522
New +$510K 0.2% 124

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

Insight Advisors's UNH Position: Q3 2026 in Review

Insight Advisors sold out of UnitedHealth (UNH) in Q3 2026, closing a stake of 616 shares — an estimated $257K sold.

Insight Advisors first reported a position in UNH in Q4 2020 and held it in 22 quarters. The position peaked at $797K in Q4 2022. 1,081 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Insight Advisors reported no remaining UnitedHealth position as of Q3 2026 after selling out during the quarter.
  • Insight Advisors sold 616 UnitedHealth shares in Q3 2026, an estimated $257K.
  • Insight Advisors first reported a position in UnitedHealth in Q4 2020 and held it in 22 quarters.
  • Insight Advisors's UnitedHealth position peaked at $797K in Q4 2022.
  • 1,081 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.