MBA Advisors’s UnitedHealth UNH Stock Holding History

MBA 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	-633	Closed	-$263K	–	180
2026 Q2	$263K	Buy	+633	New	+$235K	0.09%	131
2025 Q1	–	Sell	-454	Closed	-$230K	–	138
2024 Q4	$230K	Sell	454 -125	-22%	-$71K	0.12%	119
2024 Q3	$339K	Sell	579 -7	-1%	-$3.96K	0.16%	100
2024 Q2	$298K	Sell	586 -55	-9%	-$27K	0.15%	100
2024 Q1	$317K	Hold	641	–	–	0.16%	101
2023 Q4	$337K	Buy	641 +12	+2%	+$6.4K	0.19%	90
2023 Q3	$317K	Hold	629	–	–	0.19%	83
2023 Q2	$302K	Hold	629	–	–	0.18%	91
2023 Q1	$297K	Hold	629	–	–	0.19%	100
2022 Q4	$333K	Hold	629	–	–	0.22%	89
2022 Q3	$318K	Hold	629	–	–	0.23%	84
2022 Q2	$323K	Hold	629	–	–	0.22%	91
2022 Q1	$321K	Hold	629	–	–	0.2%	106
2021 Q4	$316K	Buy	+629	New	+$285K	0.2%	111
2021 Q3	–	Sell	-504	Closed	-$202K	–	140
2021 Q2	$202K	Buy	+504	New	+$201K	0.09%	135

Other funds holding UNH

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

MBA Advisors's UNH Position: Q3 2026 in Review

MBA Advisors sold out of UnitedHealth (UNH) in Q3 2026, closing a stake of 633 shares — an estimated $263K sold.

MBA Advisors first reported a position in UNH in Q2 2021 and held it in 15 quarters. The position peaked at $339K in Q3 2024. 2,218 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

MBA Advisors reported no remaining UnitedHealth position as of Q3 2026 after selling out during the quarter.
MBA Advisors sold 633 UnitedHealth shares in Q3 2026, an estimated $263K.
MBA Advisors first reported a position in UnitedHealth in Q2 2021 and held it in 15 quarters.
MBA Advisors's UnitedHealth position peaked at $339K in Q3 2024.
2,218 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.