McGlone Suttner Wealth Management
UNH icon

McGlone Suttner Wealth Management’s UnitedHealth UNH Stock Holding History

McGlone Suttner Wealth Management’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 		$491K Buy
1,338
+41
+3% +$16.5K 0.06% 129
2026
Q2 		$539K Buy
1,297
+49
+4% +$18.2K 0.06% 125
2026
Q1 		$338K Buy
1,248
+69
+6% +$20.5K 0.04% 148
2025
Q4 		$389K Sell
1,179
-516
-30% -$175K 0.05% 138
2025
Q3 		$585K Buy
1,695
+440
+35% +$133K 0.08% 104
2025
Q2 		$391K Sell
1,255
-926
-42% -$354K 0.06% 136
2025
Q1 		$1.14M Buy
2,181
+806
+59% +$412K 0.19% 60
2024
Q4 		$695K Sell
1,375
-219
-14% -$124K 0.12% 81
2024
Q3 		$932K Buy
1,594
+349
+28% +$197K 0.19% 64
2024
Q2 		$655K Buy
1,245
+13
+1% +$6.37K 0.13% 74
2024
Q1 		$609K Sell
1,232
-13
-1% -$6.61K 0.11% 82
2023
Q4 		$655K Buy
1,245
+33
+3% +$17.6K 0.13% 74
2023
Q3 		$613K Buy
1,212
+9
+0.7% +$4.43K 0.14% 68
2023
Q2 		$579K Buy
1,203
+90
+8% +$44K 0.13% 71
2023
Q1 		$527K Buy
1,113
+46
+4% +$22.2K 0.14% 69
2022
Q4 		$566K Buy
+1,067
New +$565K 0.18% 65

Other funds holding UNH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

McGlone Suttner Wealth Management's UNH Position: Q3 2026 in Review

McGlone Suttner Wealth Management increased its UnitedHealth (UNH) stake by 3.2% in Q3 2026, buying an estimated $16.5K and bringing the position to 1,338 shares worth $491K. The position accounts for 0.06% of the portfolio, ranked #129.

McGlone Suttner Wealth Management first reported a position in UNH in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.14M in Q1 2025. 2,861 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • McGlone Suttner Wealth Management held 1,338 shares of UnitedHealth worth $491K as of Q3 2026.
  • McGlone Suttner Wealth Management bought 41 UnitedHealth shares in Q3 2026, an estimated $16.5K.
  • UnitedHealth made up 0.06% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #129 holding.
  • McGlone Suttner Wealth Management first reported a position in UnitedHealth in Q4 2022 and has held it in 16 quarters since.
  • McGlone Suttner Wealth Management's UnitedHealth position peaked at $1.14M in Q1 2025.
  • 2,861 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.