MBL Wealth
UNH icon

MBL Wealth’s UnitedHealth UNH Stock Holding History

MBL 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 		$1.18M Buy
3,204
+516
+19% +$208K 0.07% 149
2026
Q2 		$1.12M Buy
2,688
+730
+37% +$271K 0.08% 122
2026
Q1 		$530K Sell
1,958
-2
-0.1% -$596 0.04% 192
2025
Q4 		$647K Buy
1,960
+127
+7% +$43K 0.05% 162
2025
Q3 		$633K Sell
1,833
-1,327
-42% -$401K 0.06% 138
2025
Q2 		$986K Buy
3,160
+1,028
+48% +$393K 0.09% 103
2025
Q1 		$1.12M Sell
2,132
-143
-6% -$73.1K 0.11% 87
2024
Q4 		$1.15M Sell
2,275
-92
-4% -$52.3K 0.12% 88
2024
Q3 		$1.38M Buy
2,367
+8
+0.3% +$4.52K 0.15% 76
2024
Q2 		$1.2M Sell
2,359
-169
-7% -$82.8K 0.13% 79
2024
Q1 		$1.25M Sell
2,528
-337
-12% -$171K 0.14% 74
2023
Q4 		$1.51M Buy
2,865
+182
+7% +$97.1K 0.19% 61
2023
Q3 		$1.35M Sell
2,683
-39
-1% -$19.2K 0.19% 59
2023
Q2 		$1.31M Sell
2,722
-6
-0.2% -$2.93K 0.18% 59
2023
Q1 		$1.29M Buy
2,728
+128
+5% +$61.8K 0.2% 57
2022
Q4 		$1.38M Sell
2,600
-2
-0.1% -$1.06K 0.26% 57
2022
Q3 		$1.31M Buy
2,602
+248
+11% +$130K 0.28% 58
2022
Q2 		$1.21M Buy
2,354
+3
+0.1% +$1.51K 0.3% 58
2022
Q1 		$1.2M Buy
+2,351
New +$1.13M 0.29% 57
2021
Q1 		$682K Buy
1,832
+240
+15% +$83.2K 0.24% 67
2020
Q4 		$558K Buy
+1,592
New +$534K 0.22% 67

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

MBL Wealth's UNH Position: Q3 2026 in Review

MBL Wealth increased its UnitedHealth (UNH) stake by 19% in Q3 2026, buying an estimated $208K and bringing the position to 3,204 shares worth $1.18M. The position accounts for 0.07% of the portfolio, ranked #149.

MBL Wealth first reported a position in UNH in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.51M in Q4 2023. 2,218 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • MBL Wealth held 3,204 shares of UnitedHealth worth $1.18M as of Q3 2026.
  • MBL Wealth bought 516 UnitedHealth shares in Q3 2026, an estimated $208K.
  • UnitedHealth made up 0.07% of MBL Wealth's portfolio in Q3 2026, its #149 holding.
  • MBL Wealth first reported a position in UnitedHealth in Q4 2020 and has held it in 21 quarters since.
  • MBL Wealth's UnitedHealth position peaked at $1.51M in Q4 2023.
  • 2,218 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.