PFW Advisors’s UnitedHealth UNH Stock Holding History

PFW 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	$953K	Buy	2,597 +17	+0.7%	+$6.84K	0.28%	63
2026 Q2	$1.07M	Buy	2,580 +13	+0.5%	+$4.82K	0.31%	57
2026 Q1	$695K	Sell	2,567 -45	-2%	-$13.4K	0.22%	71
2025 Q4	$862K	Sell	2,612 -110	-4%	-$37.3K	0.26%	67
2025 Q3	$940K	Buy	2,722 +408	+18%	+$123K	0.28%	68
2025 Q2	$722K	Sell	2,314 -627	-21%	-$240K	0.22%	75
2025 Q1	$1.54M	Sell	2,941 -77	-3%	-$39.4K	0.48%	46
2024 Q4	$1.53M	Buy	+3,018	New	+$1.71M	0.47%	45
2024 Q2	$1.53M	Sell	3,009 -224	-7%	-$110K	0.49%	47
2024 Q1	$1.6M	Sell	3,233 -124	-4%	-$63K	0.49%	47
2023 Q4	$1.77M	Buy	3,357 +69	+2%	+$36.8K	0.56%	44
2023 Q3	$1.66M	Buy	3,288 +74	+2%	+$36.4K	0.59%	41
2023 Q2	$1.63M	Buy	+3,214	New	+$1.57M	0.54%	40
2019 Q3	$1.77M	Buy	+3,022	New	+$729K	0.53%	45

Other funds holding UNH

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

PFW Advisors's UNH Position: Q3 2026 in Review

PFW Advisors increased its UnitedHealth (UNH) stake by 0.66% in Q3 2026, buying an estimated $6.84K and bringing the position to 2,597 shares worth $953K. The position accounts for 0.28% of the portfolio, ranked #63.

PFW Advisors first reported a position in UNH in Q3 2019 and has held it in 14 quarters since. The position peaked at $1.77M in Q4 2023. 2,218 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

PFW Advisors held 2,597 shares of UnitedHealth worth $953K as of Q3 2026.
PFW Advisors bought 17 UnitedHealth shares in Q3 2026, an estimated $6.84K.
UnitedHealth made up 0.28% of PFW Advisors's portfolio in Q3 2026, its #63 holding.
PFW Advisors first reported a position in UnitedHealth in Q3 2019 and has held it in 14 quarters since.
PFW Advisors's UnitedHealth position peaked at $1.77M in Q4 2023.
2,218 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

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