Next Level Private’s UnitedHealth UNH Stock Holding History

Next Level Private’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	$577K	Buy	1,572 +68	+5%	+$27.4K	0.11%	115
2026 Q2	$625K	Buy	1,504 +94	+7%	+$34.8K	0.12%	106
2026 Q1	$382K	Buy	1,410 +8	+0.6%	+$2.38K	0.09%	130
2025 Q4	$463K	Buy	1,402 +163	+13%	+$55.2K	0.12%	108
2025 Q3	$445K	Buy	1,239 +218	+21%	+$65.9K	0.13%	106
2025 Q2	$319K	Buy	1,021 +634	+164%	+$242K	0.1%	115
2025 Q1	$203K	Buy	+387	New	+$198K	0.08%	136
2024 Q4	–	Sell	-387	Closed	-$226K	–	147
2024 Q3	$226K	Buy	+387	New	+$219K	0.09%	125
2024 Q2	–	Sell	-1,726	Closed	-$854K	–	141
2024 Q1	$854K	Buy	+1,726	New	+$877K	0.39%	53
2022 Q3	–	Sell	-6,590	Closed	-$3.38M	–	167
2022 Q2	$3.38M	Buy	+6,590	New	+$3.31M	1.29%	15

Other funds holding UNH

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

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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Next Level Private's UNH Position: Q3 2026 in Review

Next Level Private increased its UnitedHealth (UNH) stake by 4.5% in Q3 2026, buying an estimated $27.4K and bringing the position to 1,572 shares worth $577K. The position accounts for 0.11% of the portfolio, ranked #115.

Next Level Private first reported a position in UNH in Q2 2022 and has held it in 10 quarters since. The position peaked at $3.38M in Q2 2022. 1,483 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Next Level Private held 1,572 shares of UnitedHealth worth $577K as of Q3 2026.
Next Level Private bought 68 UnitedHealth shares in Q3 2026, an estimated $27.4K.
UnitedHealth made up 0.11% of Next Level Private's portfolio in Q3 2026, its #115 holding.
Next Level Private first reported a position in UnitedHealth in Q2 2022 and has held it in 10 quarters since.
Next Level Private's UnitedHealth position peaked at $3.38M in Q2 2022.
1,483 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Next Level Private's 13F filing for Q3 2026, filed 20 Oct 2026.