Meriwether Wealth & Planning
UNH icon

Meriwether Wealth & Planning’s UnitedHealth UNH Stock Holding History

Meriwether Wealth & Planning’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 		$21.3K Buy
+58
New +$23.3K 0.01% 342
2025
Q2 		– Sell
-490
Closed -$257K – 134
2025
Q1 		$257K Sell
490
-32
-6% -$16.4K 0.17% 97
2024
Q4 		$264K Buy
+522
New +$297K 0.19% 94

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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

Meriwether Wealth & Planning's UNH Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in UnitedHealth (UNH) in Q3 2026: 58 shares worth $21.3K. The stake represents 0.01% of the portfolio and ranks #342 among its holdings. This is a return to the name: Meriwether Wealth & Planning previously reported a position in UNH as recently as Q1 2025.

Meriwether Wealth & Planning first reported a position in UNH in Q4 2024 and has held it in 3 quarters since. The position peaked at $264K in Q4 2024. 1,308 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Meriwether Wealth & Planning held 58 shares of UnitedHealth worth $21.3K as of Q3 2026.
  • UnitedHealth was a new Meriwether Wealth & Planning position in Q3 2026.
  • UnitedHealth made up 0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #342 holding.
  • Meriwether Wealth & Planning first reported a position in UnitedHealth in Q4 2024 and has held it in 3 quarters since.
  • Meriwether Wealth & Planning's UnitedHealth position peaked at $264K in Q4 2024.
  • 1,308 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.