Persium Advisors’s UnitedHealth UNH Stock Holding History

Persium 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	$988K	Sell	2,692 -118	-4%	-$47.5K	0.52%	36
2026 Q2	$1.17M	Sell	2,810 -361	-11%	-$134K	0.76%	18
2026 Q1	$858K	Buy	3,171 +1,975	+165%	+$588K	0.68%	23
2025 Q4	$395K	Sell	1,196 -982	-45%	-$333K	0.28%	48
2025 Q3	$752K	Buy	2,178 +291	+15%	+$88K	0.56%	34
2025 Q2	$589K	Buy	1,887 +709	+60%	+$271K	0.49%	42
2025 Q1	$617K	Buy	1,178 +192	+19%	+$98.2K	0.58%	26
2024 Q4	$499K	Buy	+986	New	+$560K	0.49%	42

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

Persium Advisors's UNH Position: Q3 2026 in Review

Persium Advisors reduced its UnitedHealth (UNH) stake by 4.2% in Q3 2026, selling an estimated $47.5K and leaving 2,692 shares worth $988K. The position accounts for 0.52% of the portfolio, ranked #36.

Persium Advisors first reported a position in UNH in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.17M in Q2 2026. 993 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Persium Advisors held 2,692 shares of UnitedHealth worth $988K as of Q3 2026.
Persium Advisors sold 118 UnitedHealth shares in Q3 2026, an estimated $47.5K.
UnitedHealth made up 0.52% of Persium Advisors's portfolio in Q3 2026, its #36 holding.
Persium Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 8 quarters since.
Persium Advisors's UnitedHealth position peaked at $1.17M in Q2 2026.
993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Persium Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.