Next Level Wealth Planning’s UnitedHealth UNH Stock Holding History

Next Level Wealth Planning’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	$2.57K	Buy	+7	New	+$2.82K	﹤0.01%	436

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

Next Level Wealth Planning's UNH Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in UnitedHealth (UNH) in Q3 2026: 7 shares worth $2.57K. The stake represents ﹤0.01% of the portfolio and ranks #436 among its holdings.

1,919 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Next Level Wealth Planning held 7 shares of UnitedHealth worth $2.57K as of Q3 2026.
UnitedHealth was a new Next Level Wealth Planning position in Q3 2026.
UnitedHealth made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #436 holding.
1,919 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.