Mosley Wealth Management’s UnitedHealth UNH Stock Holding History

Mosley 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	$427K	Buy	1,050 +134	+15%	+$53.9K	0.12%	117
2026 Q2	$381K	Sell	916 -401	-30%	-$149K	0.12%	114
2026 Q1	$455K	Buy	1,317 +16	+1%	+$4.76K	0.21%	103
2025 Q4	$482K	Buy	+1,301	New	+$441K	0.22%	104
2024 Q4	$753K	Buy	1,400 +121	+9%	+$68.8K	0.47%	48
2024 Q3	$731K	Buy	1,279 +118	+10%	+$66.7K	0.5%	44
2024 Q2	$591K	Buy	1,161 +263	+29%	+$129K	0.5%	43
2024 Q1	$444K	Sell	898 -9	-1%	-$4.58K	0.42%	54
2023 Q4	$478K	Buy	+907	New	+$484K	0.47%	44

Other funds holding UNH

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

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

Mosley Wealth Management increased its UnitedHealth (UNH) stake by 15% in Q3 2026, buying an estimated $53.9K and bringing the position to 1,050 shares worth $427K. The position accounts for 0.12% of the portfolio, ranked #117.

Mosley Wealth Management first reported a position in UNH in Q4 2023 and has held it in 9 quarters since. The position peaked at $753K in Q4 2024. 2,861 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Mosley Wealth Management held 1,050 shares of UnitedHealth worth $427K as of Q3 2026.
Mosley Wealth Management bought 134 UnitedHealth shares in Q3 2026, an estimated $53.9K.
UnitedHealth made up 0.12% of Mosley Wealth Management's portfolio in Q3 2026, its #117 holding.
Mosley Wealth Management first reported a position in UnitedHealth in Q4 2023 and has held it in 9 quarters since.
Mosley Wealth Management's UnitedHealth position peaked at $753K in Q4 2024.
2,861 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.