Mather Group
UNH icon

Mather Group’s UnitedHealth UNH Stock Holding History

Mather Group’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 		$1.28M Sell
3,476
-91
-3% -$36.6K 0.01% 335
2026
Q2 		$1.48M Buy
3,567
+426
+14% +$158K 0.01% 312
2026
Q1 		$850K Sell
3,141
-925
-23% -$275K 0.01% 369
2025
Q4 		$1.34M Buy
4,066
+174
+4% +$59K 0.01% 245
2025
Q3 		$1.34M Hold
3,892
– – 0.01% 240
2025
Q2 		$1.21M Sell
3,892
-606
-13% -$232K 0.01% 244
2025
Q1 		$2.36M Sell
4,498
-821
-15% -$420K 0.03% 172
2024
Q4 		$2.69M Buy
5,319
+198
+4% +$112K 0.03% 146
2024
Q3 		$2.99M Sell
5,121
-282
-5% -$160K 0.04% 142
2024
Q2 		$2.67M Buy
5,403
+408
+8% +$200K 0.03% 158
2024
Q1 		$2.63M Sell
4,995
-198
-4% -$101K 0.04% 139
2023
Q4 		$2.73M Buy
5,193
+313
+6% +$167K 0.04% 140
2023
Q3 		$2.46M Sell
4,880
-230
-5% -$113K 0.04% 141
2023
Q2 		$2.46M Buy
5,110
+437
+9% +$214K 0.04% 148
2023
Q1 		$2.21M Sell
4,673
-520
-10% -$251K 0.04% 143
2022
Q4 		$2.75M Buy
5,193
+59
+1% +$31.3K 0.05% 117
2022
Q3 		$2.59M Buy
5,134
+2,069
+68% +$1.09M 0.06% 113
2022
Q2 		$1.57M Sell
3,065
-7,008
-70% -$3.52M 0.04% 145
2022
Q1 		$5.14M Buy
10,073
+1,397
+16% +$674K 0.1% 74
2021
Q4 		$4.36M Sell
8,676
-3,585
-29% -$1.62M 0.09% 73
2021
Q3 		$4.79M Buy
12,261
+4,243
+53% +$1.76M 0.12% 58
2021
Q2 		$3.21M Buy
8,018
+55
+0.7% +$21.9K 0.08% 60
2021
Q1 		$2.96M Buy
7,963
+106
+1% +$36.7K 0.08% 61
2020
Q4 		$2.76M Buy
7,857
+4,386
+126% +$1.47M 0.09% 58
2020
Q3 		$1.08M Buy
3,471
+58
+2% +$17.8K 0.04% 86
2020
Q2 		$1.01M Buy
3,413
+79
+2% +$22.6K 0.05% 87
2020
Q1 		$831K Buy
3,334
+141
+4% +$38.8K 0.06% 73
2019
Q4 		$939K Buy
+3,193
New +$835K 0.06% 67

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

Mather Group's UNH Position: Q3 2026 in Review

Mather Group reduced its UnitedHealth (UNH) stake by 2.6% in Q3 2026, selling an estimated $36.6K and leaving 3,476 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #335.

Mather Group first reported a position in UNH in Q4 2019 and has held it in 28 quarters since. The position peaked at $5.14M in Q1 2022. 909 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Mather Group held 3,476 shares of UnitedHealth worth $1.28M as of Q3 2026.
  • Mather Group sold 91 UnitedHealth shares in Q3 2026, an estimated $36.6K.
  • UnitedHealth made up 0.01% of Mather Group's portfolio in Q3 2026, its #335 holding.
  • Mather Group first reported a position in UnitedHealth in Q4 2019 and has held it in 28 quarters since.
  • Mather Group's UnitedHealth position peaked at $5.14M in Q1 2022.
  • 909 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.