Net Worth Advisory Group’s UnitedHealth UNH Stock Holding History

Net Worth 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	$383K	Buy	1,048 +182	+21%	+$73.3K	0.1%	212
2026 Q2	$360K	Sell	866 -177	-17%	-$65.6K	0.09%	232
2026 Q1	$282K	Sell	1,043 -94	-8%	-$28K	0.06%	324
2025 Q4	$375K	Sell	1,137 -128	-10%	-$43.4K	0.08%	254
2025 Q3	$437K	Sell	1,265 -270	-18%	-$81.7K	0.13%	183
2025 Q2	$479K	Sell	1,535 -2,107	-58%	-$805K	0.11%	199
2025 Q1	$1.91M	Buy	3,642 +21	+0.6%	+$10.7K	0.6%	25
2024 Q4	$1.83M	Sell	3,621 -42	-1%	-$23.9K	0.56%	29
2024 Q3	$2.14M	Buy	+3,663	New	+$2.07M	0.64%	22

Other funds holding UNH

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

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Net Worth Advisory Group's UNH Position: Q3 2026 in Review

Net Worth Advisory Group increased its UnitedHealth (UNH) stake by 21% in Q3 2026, buying an estimated $73.3K and bringing the position to 1,048 shares worth $383K. The position accounts for 0.1% of the portfolio, ranked #212.

Net Worth Advisory Group first reported a position in UNH in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.14M in Q3 2024. 2,218 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Net Worth Advisory Group held 1,048 shares of UnitedHealth worth $383K as of Q3 2026.
Net Worth Advisory Group bought 182 UnitedHealth shares in Q3 2026, an estimated $73.3K.
UnitedHealth made up 0.1% of Net Worth Advisory Group's portfolio in Q3 2026, its #212 holding.
Net Worth Advisory Group first reported a position in UnitedHealth in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's UnitedHealth position peaked at $2.14M in Q3 2024.
2,218 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.