Opus Capital Group
UNH icon

Opus Capital Group’s UnitedHealth UNH Stock Holding History

Opus Capital Group’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 		$604K Buy
1,645
+42
+3% +$16.9K 0.06% 74
2026
Q2 		$666K Buy
1,603
+425
+36% +$158K 0.06% 68
2026
Q1 		$319K Buy
1,178
+451
+62% +$134K 0.03% 102
2025
Q4 		$240K Sell
727
-141
-16% -$47.8K 0.03% 113
2025
Q3 		$300K Sell
868
-36
-4% -$10.9K 0.03% 101
2025
Q2 		$282K Buy
+904
New +$346K 0.03% 100

Other funds holding UNH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Opus Capital Group's UNH Position: Q3 2026 in Review

Opus Capital Group increased its UnitedHealth (UNH) stake by 2.6% in Q3 2026, buying an estimated $16.9K and bringing the position to 1,645 shares worth $604K. The position accounts for 0.06% of the portfolio, ranked #74.

Opus Capital Group first reported a position in UNH in Q2 2025 and has held it in 6 quarters since. The position peaked at $666K in Q2 2026. 1,919 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Opus Capital Group held 1,645 shares of UnitedHealth worth $604K as of Q3 2026.
  • Opus Capital Group bought 42 UnitedHealth shares in Q3 2026, an estimated $16.9K.
  • UnitedHealth made up 0.06% of Opus Capital Group's portfolio in Q3 2026, its #74 holding.
  • Opus Capital Group first reported a position in UnitedHealth in Q2 2025 and has held it in 6 quarters since.
  • Opus Capital Group's UnitedHealth position peaked at $666K in Q2 2026.
  • 1,919 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Opus Capital Group's 13F filing for Q3 2026, filed 30 Oct 2026.