Olistico Wealth’s UnitedHealth UNH Stock Holding History

Olistico Wealth’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	$503K	Hold	1,369	–	–	0.21%	67
2026 Q2	$569K	Buy	1,369 +273	+25%	+$101K	0.24%	64
2026 Q1	$297K	Buy	1,096 +490	+81%	+$146K	0.15%	81
2025 Q4	$200K	Hold	606	–	–	0.1%	93
2025 Q3	$209K	Sell	606 -33	-5%	-$10K	0.11%	94
2025 Q2	$199K	Sell	639 -35	-5%	-$13.4K	0.11%	97
2025 Q1	$353K	Buy	674 +95	+16%	+$48.6K	0.22%	74
2024 Q4	$293K	Sell	579 -28	-5%	-$15.9K	0.17%	82
2024 Q3	$355K	Buy	607 +7	+1%	+$3.96K	0.22%	78
2024 Q2	$306K	Sell	600 -15	-2%	-$7.35K	0.2%	84
2024 Q1	$304K	Sell	615 -3	-0.5%	-$1.52K	0.22%	85
2023 Q4	$326K	Hold	618	–	–	0.25%	80
2023 Q3	$312K	Sell	618 -15	-2%	-$7.38K	0.28%	80
2023 Q2	$304K	Sell	633 -5	-0.8%	-$2.44K	0.26%	89
2023 Q1	$302K	Buy	638 +244	+62%	+$118K	0.29%	79
2022 Q4	$209K	Buy	+394	New	+$209K	0.23%	96

Other funds holding UNH

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

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

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

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Olistico Wealth's UNH Position: Q3 2026 in Review

Olistico Wealth held its UnitedHealth (UNH) position steady in Q3 2026 at 1,369 shares worth $503K. The position accounts for 0.21% of the portfolio, ranked #67.

Olistico Wealth first reported a position in UNH in Q4 2022 and has held it in 16 quarters since. The position peaked at $569K in Q2 2026. 993 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Olistico Wealth held 1,369 shares of UnitedHealth worth $503K as of Q3 2026.
Olistico Wealth left its UnitedHealth share count unchanged in Q3 2026.
UnitedHealth made up 0.21% of Olistico Wealth's portfolio in Q3 2026, its #67 holding.
Olistico Wealth first reported a position in UnitedHealth in Q4 2022 and has held it in 16 quarters since.
Olistico Wealth's UnitedHealth position peaked at $569K in Q2 2026.
993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.