MN Wealth Advisors’s UnitedHealth UNH Stock Holding History

MN Wealth 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	-544	Closed	-$226K	–	149
2026 Q2	$226K	Sell	544 -617	-53%	-$229K	0.1%	122
2026 Q1	$314K	Sell	1,161 -4	-0.3%	-$1.19K	0.15%	96
2025 Q4	$385K	Buy	1,165 +70	+6%	+$23.7K	0.19%	78
2025 Q3	$378K	Buy	1,095 +166	+18%	+$50.2K	0.2%	82
2025 Q2	$290K	Buy	+929	New	+$355K	0.17%	92
2024 Q4	–	Sell	-460	Closed	-$269K	–	106
2024 Q3	$269K	Sell	460 -84	-15%	-$47.5K	0.15%	82
2024 Q2	$277K	Buy	544 +21	+4%	+$10.3K	0.16%	86
2024 Q1	$259K	Sell	523 -63	-11%	-$32K	0.16%	79
2023 Q4	$309K	Buy	+586	New	+$313K	0.21%	70

Other funds holding UNH

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 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

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

MN Wealth Advisors's UNH Position: Q3 2026 in Review

MN Wealth Advisors sold out of UnitedHealth (UNH) in Q3 2026, closing a stake of 544 shares — an estimated $226K sold.

MN Wealth Advisors first reported a position in UNH in Q4 2023 and held it in 9 quarters. The position peaked at $385K in Q4 2025. 2,547 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

MN Wealth Advisors reported no remaining UnitedHealth position as of Q3 2026 after selling out during the quarter.
MN Wealth Advisors sold 544 UnitedHealth shares in Q3 2026, an estimated $226K.
MN Wealth Advisors first reported a position in UnitedHealth in Q4 2023 and held it in 9 quarters.
MN Wealth Advisors's UnitedHealth position peaked at $385K in Q4 2025.
2,547 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.