Instrumental Wealth
UNH icon

Instrumental Wealth’s UnitedHealth UNH Stock Holding History

Instrumental Wealth’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 		$436K Buy
1,188
+42
+4% +$16.9K 0.21% 49
2026
Q2 		$476K Buy
1,146
+114
+11% +$42.3K 0.24% 45
2026
Q1 		$279K Sell
1,032
-8
-0.8% -$2.38K 0.17% 50
2025
Q4 		$298K Sell
1,040
-137
-12% -$46.4K 0.18% 46
2025
Q3 		$406K Buy
+1,177
New +$356K 0.28% 38

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

Instrumental Wealth's UNH Position: Q3 2026 in Review

Instrumental Wealth increased its UnitedHealth (UNH) stake by 3.7% in Q3 2026, buying an estimated $16.9K and bringing the position to 1,188 shares worth $436K. The position accounts for 0.21% of the portfolio, ranked #49.

Instrumental Wealth first reported a position in UNH in Q3 2025 and has held it in 5 quarters since. The position peaked at $476K in Q2 2026. 1,906 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Instrumental Wealth held 1,188 shares of UnitedHealth worth $436K as of Q3 2026.
  • Instrumental Wealth bought 42 UnitedHealth shares in Q3 2026, an estimated $16.9K.
  • UnitedHealth made up 0.21% of Instrumental Wealth's portfolio in Q3 2026, its #49 holding.
  • Instrumental Wealth first reported a position in UnitedHealth in Q3 2025 and has held it in 5 quarters since.
  • Instrumental Wealth's UnitedHealth position peaked at $476K in Q2 2026.
  • 1,906 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.