Precedent Wealth Partners’s UnitedHealth UNH Stock Holding History

Precedent Wealth 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	$2.29M	Buy	6,241 +1,138	+22%	+$458K	0.35%	82
2026 Q2	$2.12M	Buy	5,103 +601	+13%	+$223K	0.35%	82
2026 Q1	$1.22M	Buy	4,502 +791	+21%	+$236K	0.24%	105
2025 Q4	$1.23M	Buy	3,711 +865	+30%	+$293K	0.26%	104
2025 Q3	$983K	Sell	2,846 -299	-10%	-$90.4K	0.22%	109
2025 Q2	$981K	Buy	3,145 +775	+33%	+$296K	0.24%	105
2025 Q1	$1.24M	Buy	2,370 +572	+32%	+$292K	0.34%	83
2024 Q4	$910K	Buy	1,798 +7	+0.4%	+$3.98K	0.3%	88
2024 Q3	$1.05M	Buy	+1,791	New	+$1.01M	0.35%	78

Other funds holding UNH

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Precedent Wealth Partners's UNH Position: Q3 2026 in Review

Precedent Wealth Partners increased its UnitedHealth (UNH) stake by 22% in Q3 2026, buying an estimated $458K and bringing the position to 6,241 shares worth $2.29M. The position accounts for 0.35% of the portfolio, ranked #82.

Precedent Wealth Partners first reported a position in UNH in Q3 2024 and has held it in 9 quarters since. 1,919 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Precedent Wealth Partners held 6,241 shares of UnitedHealth worth $2.29M as of Q3 2026.
Precedent Wealth Partners bought 1,138 UnitedHealth shares in Q3 2026, an estimated $458K.
UnitedHealth made up 0.35% of Precedent Wealth Partners's portfolio in Q3 2026, its #82 holding.
Precedent Wealth Partners first reported a position in UnitedHealth in Q3 2024 and has held it in 9 quarters since.
1,919 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.