Polaris Financial Partners’s UnitedHealth UNH Stock Holding History

Polaris Financial 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	$60K	Buy	+161	New	+$64.8K	0.03%	168

Other funds holding UNH

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Polaris Financial Partners's UNH Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in UnitedHealth (UNH) in Q3 2026: 161 shares worth $60K. The stake represents 0.03% of the portfolio and ranks #168 among its holdings.

16 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Polaris Financial Partners held 161 shares of UnitedHealth worth $60K as of Q3 2026.
UnitedHealth was a new Polaris Financial Partners position in Q3 2026.
UnitedHealth made up 0.03% of Polaris Financial Partners's portfolio in Q3 2026, its #168 holding.
16 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.