Platform Technology Partners
UNH icon

Platform Technology Partners’s UnitedHealth UNH Stock Holding History

Platform Technology Partners’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 		$2.7M Buy
7,357
+131
+2% +$52.7K 0.43% 56
2026
Q2 		$3M Buy
7,226
+333
+5% +$123K 0.49% 49
2026
Q1 		$1.87M Buy
6,893
+1,551
+29% +$462K 0.36% 66
2025
Q4 		$1.76M Buy
5,342
+205
+4% +$69.5K 0.38% 65
2025
Q3 		$1.77M Buy
5,137
+482
+10% +$146K 0.43% 61
2025
Q2 		$1.45M Buy
4,655
+560
+14% +$214K 0.38% 70
2025
Q1 		$2.15M Buy
4,095
+120
+3% +$61.3K 0.62% 41
2024
Q4 		$2.01M Sell
3,975
-112
-3% -$63.6K 0.61% 40
2024
Q3 		$2.39M Sell
4,087
-9
-0.2% -$5.09K 0.75% 38
2024
Q2 		$2.09M Buy
+4,096
New +$2.01M 0.72% 36
2023
Q4 		$2.04M Sell
3,947
-1,256
-24% -$670K 0.79% 35
2023
Q3 		$1.89M Buy
5,203
+1,053
+25% +$518K 0.88% 29
2023
Q2 		$1.92M Buy
4,150
+899
+28% +$440K 0.9% 24
2023
Q1 		$1.54M Buy
3,251
+21
+0.7% +$10.1K 0.76% 36
2022
Q4 		$1.71M Buy
3,230
+27
+0.8% +$14.3K 0.88% 30
2022
Q3 		$1.62M Sell
3,203
-8
-0.2% -$4.21K 0.92% 28
2022
Q2 		$1.65M Buy
3,211
+24
+0.8% +$12.1K 0.9% 29
2022
Q1 		$1.62M Buy
3,187
+99
+3% +$47.7K 0.78% 34
2021
Q4 		$1.55M Buy
3,088
+48
+2% +$21.7K 0.68% 35
2021
Q3 		$1.19M Buy
3,040
+29
+1% +$12K 0.54% 47
2021
Q2 		$1.21M Buy
+3,011
New +$1.2M 0.5% 55
2020
Q4 		$1.02M Buy
2,923
+269
+10% +$90.2K 0.5% 53
2020
Q3 		$827K Buy
2,654
+161
+6% +$49.5K 0.51% 51
2020
Q2 		$735K Sell
2,493
-73
-3% -$20.9K 0.52% 50
2020
Q1 		$640K Buy
2,566
+771
+43% +$212K 0.58% 42
2019
Q4 		$528K Buy
+1,795
New +$470K 0.4% 71

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

Platform Technology Partners's UNH Position: Q3 2026 in Review

Platform Technology Partners increased its UnitedHealth (UNH) stake by 1.8% in Q3 2026, buying an estimated $52.7K and bringing the position to 7,357 shares worth $2.7M. The position accounts for 0.43% of the portfolio, ranked #56.

Platform Technology Partners first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. The position peaked at $3M in Q2 2026. 1,919 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Platform Technology Partners held 7,357 shares of UnitedHealth worth $2.7M as of Q3 2026.
  • Platform Technology Partners bought 131 UnitedHealth shares in Q3 2026, an estimated $52.7K.
  • UnitedHealth made up 0.43% of Platform Technology Partners's portfolio in Q3 2026, its #56 holding.
  • Platform Technology Partners first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
  • Platform Technology Partners's UnitedHealth position peaked at $3M in Q2 2026.
  • 1,919 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Platform Technology Partners's 13F filing for Q3 2026, filed 2 Nov 2026.