Peterson Wealth Services
UNH icon

Peterson Wealth Services’s UnitedHealth UNH Stock Holding History

Peterson Wealth 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 		$1.94M Buy
5,288
+315
+6% +$127K 0.41% 53
2026
Q2 		$2.07M Buy
4,973
+395
+9% +$146K 0.45% 56
2026
Q1 		$1.24M Buy
4,578
+187
+4% +$55.7K 0.31% 61
2025
Q4 		$1.45M Buy
4,391
+3,195
+267% +$1.08M 0.37% 54
2025
Q3 		$1.59M Sell
1,196
-3,222
-73% -$974K 0.39% 50
2025
Q2 		$1.38M Buy
4,418
+87
+2% +$33.3K 0.38% 50
2025
Q1 		$2.27M Buy
4,331
+598
+16% +$306K 0.7% 44
2024
Q4 		$1.89M Buy
3,733
+63
+2% +$35.8K 0.57% 45
2024
Q3 		$2.15M Buy
3,670
+2,773
+309% +$1.57M 0.69% 41
2024
Q2 		$457K Buy
897
+9
+1% +$4.41K 0.16% 94
2024
Q1 		$439K Buy
888
+10
+1% +$5.08K 0.16% 92
2023
Q4 		$462K Buy
878
+14
+2% +$7.47K 0.2% 64
2023
Q3 		$435K Buy
864
+17
+2% +$8.37K 0.33% 48
2023
Q2 		$407K Buy
847
+7
+0.8% +$3.42K 0.2% 68
2023
Q1 		$397K Buy
840
+232
+38% +$112K 0.2% 72
2022
Q4 		$322K Sell
608
-4
-0.7% -$2.12K 0.18% 69
2022
Q3 		$309K Buy
612
+44
+8% +$23.1K 0.22% 71
2022
Q2 		$292K Buy
568
+21
+4% +$10.5K 0.21% 73
2022
Q1 		$279K Buy
547
+68
+14% +$32.8K 0.17% 78
2021
Q4 		$241K Buy
+479
New +$217K 0.16% 80

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

Peterson Wealth Services's UNH Position: Q3 2026 in Review

Peterson Wealth Services increased its UnitedHealth (UNH) stake by 6.3% in Q3 2026, buying an estimated $127K and bringing the position to 5,288 shares worth $1.94M. The position accounts for 0.41% of the portfolio, ranked #53.

Peterson Wealth Services first reported a position in UNH in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.27M in Q1 2025. 1,919 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Peterson Wealth Services held 5,288 shares of UnitedHealth worth $1.94M as of Q3 2026.
  • Peterson Wealth Services bought 315 UnitedHealth shares in Q3 2026, an estimated $127K.
  • UnitedHealth made up 0.41% of Peterson Wealth Services's portfolio in Q3 2026, its #53 holding.
  • Peterson Wealth Services first reported a position in UnitedHealth in Q4 2021 and has held it in 20 quarters since.
  • Peterson Wealth Services's UnitedHealth position peaked at $2.27M in Q1 2025.
  • 1,919 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.