Optivise Advisory Services’s UnitedHealth UNH Stock Holding History

Optivise Advisory Services’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	$237K	Buy	645 +116	+22%	+$46.7K	0.12%	194
2026 Q2	$220K	Buy	+529	New	+$196K	0.11%	202
2026 Q1	–	Sell	-776	Closed	-$256K	–	215
2025 Q4	$256K	Buy	776 +186	+32%	+$63K	0.15%	155
2025 Q3	$204K	Buy	+590	New	+$178K	0.12%	187
2025 Q2	–	Sell	-930	Closed	-$487K	–	221
2025 Q1	$487K	Buy	930 +69	+8%	+$35.3K	0.27%	86
2024 Q4	$436K	Sell	861 -28	-3%	-$15.9K	0.23%	99
2024 Q3	$520K	Sell	889 -4	-0.4%	-$2.26K	0.27%	76
2024 Q2	$455K	Buy	+893	New	+$438K	0.25%	88

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

Optivise Advisory Services's UNH Position: Q3 2026 in Review

Optivise Advisory Services increased its UnitedHealth (UNH) stake by 22% in Q3 2026, buying an estimated $46.7K and bringing the position to 645 shares worth $237K. The position accounts for 0.12% of the portfolio, ranked #194.

Optivise Advisory Services first reported a position in UNH in Q2 2024 and has held it in 8 quarters since. The position peaked at $520K in Q3 2024. 2,042 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Optivise Advisory Services held 645 shares of UnitedHealth worth $237K as of Q3 2026.
Optivise Advisory Services bought 116 UnitedHealth shares in Q3 2026, an estimated $46.7K.
UnitedHealth made up 0.12% of Optivise Advisory Services's portfolio in Q3 2026, its #194 holding.
Optivise Advisory Services first reported a position in UnitedHealth in Q2 2024 and has held it in 8 quarters since.
Optivise Advisory Services's UnitedHealth position peaked at $520K in Q3 2024.
2,042 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.