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MJT & Associates Financial Advisory’s UnitedHealth UNH Stock Holding History

MJT & Associates Financial Advisory’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 		$119K Hold
325
– – 0.08% 52
2026
Q2 		$135K Hold
325
– – 0.09% 57
2026
Q1 		$87.9K Hold
325
– – 0.06% 65
2025
Q4 		$107K Hold
325
– – 0.08% 61
2025
Q3 		$112K Buy
325
+75
+30% +$22.7K 0.09% 58
2025
Q2 		$78K Hold
250
– – 0.1% 79
2025
Q1 		$131K Buy
+250
New +$128K 0.13% 68

Other funds holding UNH

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

MJT & Associates Financial Advisory's UNH Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its UnitedHealth (UNH) position steady in Q3 2026 at 325 shares worth $119K. The position accounts for 0.08% of the portfolio, ranked #52.

MJT & Associates Financial Advisory first reported a position in UNH in Q1 2025 and has held it in 7 quarters since. The position peaked at $135K in Q2 2026. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • MJT & Associates Financial Advisory held 325 shares of UnitedHealth worth $119K as of Q3 2026.
  • MJT & Associates Financial Advisory left its UnitedHealth share count unchanged in Q3 2026.
  • UnitedHealth made up 0.08% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #52 holding.
  • MJT & Associates Financial Advisory first reported a position in UnitedHealth in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's UnitedHealth position peaked at $135K in Q2 2026.
  • 169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.