Maia Wealth’s UnitedHealth UNH Stock Holding History

Maia 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	$5.23M	Buy	14,252 +2,148	+18%	+$865K	0.72%	38
2026 Q2	$5.03M	Buy	12,104 +1,089	+10%	+$404K	0.74%	35
2026 Q1	$2.98M	Buy	11,015 +2,367	+27%	+$705K	0.5%	57
2025 Q4	$2.46M	Sell	8,648 -455	-5%	-$154K	0.42%	65
2025 Q3	$2.93M	Buy	9,103 +1,989	+28%	+$602K	0.49%	54
2025 Q2	$2.22M	Buy	7,114 +3,186	+81%	+$1.22M	0.42%	60
2025 Q1	$2.31M	Buy	3,928 +380	+11%	+$194K	0.52%	49
2024 Q4	$1.93M	Buy	3,548 +300	+9%	+$170K	0.42%	58
2024 Q3	$1.82M	Buy	3,248 +350	+12%	+$198K	0.45%	56
2024 Q2	$1.49M	Buy	+2,898	New	+$1.42M	0.45%	55
2023 Q4	$1.13M	Buy	+2,143	New	+$1.14M	0.46%	52

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

Maia Wealth's UNH Position: Q3 2026 in Review

Maia Wealth increased its UnitedHealth (UNH) stake by 18% in Q3 2026, buying an estimated $865K and bringing the position to 14,252 shares worth $5.23M. The position accounts for 0.72% of the portfolio, ranked #38.

Maia Wealth first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. 1,813 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Maia Wealth held 14,252 shares of UnitedHealth worth $5.23M as of Q3 2026.
Maia Wealth bought 2,148 UnitedHealth shares in Q3 2026, an estimated $865K.
UnitedHealth made up 0.72% of Maia Wealth's portfolio in Q3 2026, its #38 holding.
Maia Wealth first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
1,813 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.