Moran Wealth Management’s UnitedHealth UNH Stock Holding History

Moran 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	$522K	Sell	1,421 -25	-2%	-$10.1K	0.01%	406
2026 Q2	$601K	Buy	1,446 +391	+37%	+$145K	0.02%	412
2026 Q1	$285K	Sell	1,055 -47	-4%	-$14K	0.01%	423
2025 Q4	$364K	Buy	+1,102	New	+$373K	0.01%	428
2025 Q1	–	Sell	-28,229	Closed	-$14.3M	–	487
2024 Q4	$14.3M	Sell	28,229 -488	-2%	-$277K	0.46%	78
2024 Q3	$16.8M	Sell	28,717 -454	-2%	-$257K	0.52%	67
2024 Q2	$14.9M	Buy	29,171 +102	+0.4%	+$50K	0.49%	71
2024 Q1	$14.4M	Buy	29,069 +2,338	+9%	+$1.19M	0.47%	74
2023 Q4	$14.1M	Sell	26,731 -976	-4%	-$521K	0.5%	62
2023 Q3	$14M	Sell	27,707 -21,781	-44%	-$10.7M	0.54%	67
2023 Q2	$23.8M	Sell	49,488 -2,149	-4%	-$1.05M	0.89%	21
2023 Q1	$24.4M	Buy	51,637 +2,689	+5%	+$1.3M	0.92%	20
2022 Q4	$26M	Buy	+48,948	New	+$25.9M	0.99%	19

Other funds holding UNH

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Moran Wealth Management's UNH Position: Q3 2026 in Review

Moran Wealth Management reduced its UnitedHealth (UNH) stake by 1.7% in Q3 2026, selling an estimated $10.1K and leaving 1,421 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #406.

Moran Wealth Management first reported a position in UNH in Q4 2022 and has held it in 13 quarters since. The position peaked at $26M in Q4 2022. 2,042 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Moran Wealth Management held 1,421 shares of UnitedHealth worth $522K as of Q3 2026.
Moran Wealth Management sold 25 UnitedHealth shares in Q3 2026, an estimated $10.1K.
UnitedHealth made up 0.01% of Moran Wealth Management's portfolio in Q3 2026, its #406 holding.
Moran Wealth Management first reported a position in UnitedHealth in Q4 2022 and has held it in 13 quarters since.
Moran Wealth Management's UnitedHealth position peaked at $26M in Q4 2022.
2,042 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

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