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Noble Wealth Management PBC’s UnitedHealth UNH Stock Holding History

Noble Wealth Management PBC’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 		$60.6K Hold
165
– – 0.03% 252
2026
Q2 		$68.6K Buy
165
+5
+3% +$1.85K 0.03% 252
2026
Q1 		$43.3K Sell
160
-28
-15% -$8.34K 0.02% 278
2025
Q4 		$62.1K Sell
188
-6
-3% -$2.03K 0.03% 246
2025
Q3 		$67K Buy
+194
New +$58.7K 0.04% 216
2025
Q1 		$158K Sell
302
-4
-1% -$2.04K 0.11% 136
2024
Q4 		$155K Buy
+306
New +$174K 0.11% 129

Other funds holding UNH

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Noble Wealth Management PBC's UNH Position: Q3 2026 in Review

Noble Wealth Management PBC held its UnitedHealth (UNH) position steady in Q3 2026 at 165 shares worth $60.6K. The position accounts for 0.03% of the portfolio, ranked #252.

Noble Wealth Management PBC first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $158K in Q1 2025. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Noble Wealth Management PBC held 165 shares of UnitedHealth worth $60.6K as of Q3 2026.
  • Noble Wealth Management PBC left its UnitedHealth share count unchanged in Q3 2026.
  • UnitedHealth made up 0.03% of Noble Wealth Management PBC's portfolio in Q3 2026, its #252 holding.
  • Noble Wealth Management PBC first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's UnitedHealth position peaked at $158K in Q1 2025.
  • 169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.