Opal Wealth Advisors
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Opal Wealth Advisors’s UnitedHealth UNH Stock Holding History

Opal Wealth Advisors’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 		$1.61M Buy
4,380
+340
+8% +$137K 0.34% 33
2026
Q2 		$1.68M Buy
4,040
+268
+7% +$99.3K 0.36% 32
2026
Q1 		$1.02M Buy
3,772
+104
+3% +$31K 0.23% 41
2025
Q4 		$1.21M Sell
3,668
-184
-5% -$62.4K 0.32% 36
2025
Q3 		$1.33M Sell
3,852
-2,828
-42% -$855K 0.37% 32
2025
Q2 		$2.08M Buy
6,680
+2,337
+54% +$893K 0.58% 22
2025
Q1 		$2.27M Buy
4,343
+221
+5% +$113K 0.7% 18
2024
Q4 		$2.09M Sell
4,122
-413
-9% -$235K 0.63% 27
2024
Q3 		$2.65M Buy
4,535
+710
+19% +$402K 0.83% 21
2024
Q2 		$1.95M Sell
3,825
-77
-2% -$37.7K 0.63% 25
2024
Q1 		$1.93M Sell
3,902
-179
-4% -$91K 0.65% 28
2023
Q4 		$2.15M Sell
4,081
-2
-0% -$1.07K 0.85% 21
2023
Q3 		$2.06M Buy
4,083
+82
+2% +$40.4K 1.2% 11
2023
Q2 		$1.92M Buy
4,001
+1,487
+59% +$727K 0.96% 14
2023
Q1 		$1.19M Buy
2,514
+17
+0.7% +$8.2K 0.69% 15
2022
Q4 		$1.32M Buy
2,497
+75
+3% +$39.7K 0.73% 18
2022
Q3 		$1.22M Sell
2,422
-7
-0.3% -$3.68K 0.89% 15
2022
Q2 		$1.25M Sell
2,429
-82
-3% -$41.2K 0.83% 17
2022
Q1 		$1.28M Sell
2,511
-242
-9% -$117K 1.12% 16
2021
Q4 		$1.38M Buy
2,753
+351
+15% +$159K 0.87% 24
2021
Q3 		$939K Sell
2,402
-124
-5% -$51.4K 0.9% 20
2021
Q2 		$1.01M Sell
2,526
-82
-3% -$32.7K 0.94% 18
2021
Q1 		$970K Sell
2,608
-18
-0.7% -$6.24K 1.05% 12
2020
Q4 		$921K Buy
+2,626
New +$880K 1.15% 11

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Opal Wealth Advisors's UNH Position: Q3 2026 in Review

Opal Wealth Advisors increased its UnitedHealth (UNH) stake by 8.4% in Q3 2026, buying an estimated $137K and bringing the position to 4,380 shares worth $1.61M. The position accounts for 0.34% of the portfolio, ranked #33.

Opal Wealth Advisors first reported a position in UNH in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.65M in Q3 2024. 1,308 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Opal Wealth Advisors held 4,380 shares of UnitedHealth worth $1.61M as of Q3 2026.
  • Opal Wealth Advisors bought 340 UnitedHealth shares in Q3 2026, an estimated $137K.
  • UnitedHealth made up 0.34% of Opal Wealth Advisors's portfolio in Q3 2026, its #33 holding.
  • Opal Wealth Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 24 quarters since.
  • Opal Wealth Advisors's UnitedHealth position peaked at $2.65M in Q3 2024.
  • 1,308 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.