MRA Advisory Group
UNH icon

MRA Advisory Group’s UnitedHealth UNH Stock Holding History

MRA Advisory Group’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 		$1.15M Buy
3,122
+701
+29% +$282K 0.43% 41
2026
Q2 		$1.01M Sell
2,421
-386
-14% -$143K 0.36% 58
2026
Q1 		$760K Buy
2,807
+1
+0% +$298 0.31% 51
2025
Q4 		$926K Buy
2,806
+303
+12% +$103K 0.39% 41
2025
Q3 		$864K Sell
2,503
-162
-6% -$49K 0.38% 41
2025
Q2 		$831K Sell
2,665
-456
-15% -$174K 0.39% 35
2025
Q1 		$1.63M Sell
3,121
-337
-10% -$172K 0.87% 22
2024
Q4 		$1.75M Sell
3,458
-400
-10% -$227K 0.93% 24
2024
Q3 		$2.26M Sell
3,858
-403
-9% -$228K 1.23% 19
2024
Q2 		$2.17M Sell
4,261
-695
-14% -$341K 1.24% 17
2024
Q1 		$2.45M Buy
4,956
+837
+20% +$426K 1.46% 17
2023
Q4 		$2.17M Buy
4,119
+1,180
+40% +$629K 1.43% 16
2023
Q3 		$1.48M Sell
2,939
-581
-17% -$286K 1.06% 30
2023
Q2 		$1.69M Sell
3,520
-311
-8% -$152K 1.16% 27
2023
Q1 		$1.81M Sell
3,831
-63
-2% -$30.4K 1.31% 23
2022
Q4 		$2.06M Buy
3,894
+519
+15% +$275K 1.62% 22
2022
Q3 		$1.68M Buy
3,375
+173
+5% +$91K 1.43% 20
2022
Q2 		$1.64M Sell
3,202
-1
-0% -$502 1.44% 23
2022
Q1 		$1.63M Sell
3,203
-15
-0.5% -$7.24K 1.24% 21
2021
Q4 		$1.62M Buy
3,218
+9
+0.3% +$4.07K 1.25% 26
2021
Q3 		$1.25M Hold
3,209
– – 1.07% 30
2021
Q2 		$1.28M Sell
3,209
-39
-1% -$15.6K 1.1% 28
2021
Q1 		$1.21M Sell
3,248
-143
-4% -$49.6K 1.14% 27
2020
Q4 		$1.19M Buy
+3,391
New +$1.14M 1.17% 27

Other funds holding UNH

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
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
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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

MRA Advisory Group's UNH Position: Q3 2026 in Review

MRA Advisory Group increased its UnitedHealth (UNH) stake by 29% in Q3 2026, buying an estimated $282K and bringing the position to 3,122 shares worth $1.15M. The position accounts for 0.43% of the portfolio, ranked #41.

MRA Advisory Group first reported a position in UNH in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.45M in Q1 2024. 1,264 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • MRA Advisory Group held 3,122 shares of UnitedHealth worth $1.15M as of Q3 2026.
  • MRA Advisory Group bought 701 UnitedHealth shares in Q3 2026, an estimated $282K.
  • UnitedHealth made up 0.43% of MRA Advisory Group's portfolio in Q3 2026, its #41 holding.
  • MRA Advisory Group first reported a position in UnitedHealth in Q4 2020 and has held it in 24 quarters since.
  • MRA Advisory Group's UnitedHealth position peaked at $2.45M in Q1 2024.
  • 1,264 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.