Principle Wealth Partners
UNH icon

Principle Wealth Partners’s UnitedHealth UNH Stock Holding History

Principle 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 		$9.9M Buy
27,045
+388
+1% +$156K 0.48% 44
2026
Q2 		$11.1M Sell
26,657
-205
-0.8% -$76K 0.55% 38
2026
Q1 		$7.27M Buy
26,862
+9,186
+52% +$2.74M 0.42% 52
2025
Q4 		$5.84M Buy
17,676
+1,223
+7% +$414K 0.33% 57
2025
Q3 		$5.68M Buy
16,453
+2,709
+20% +$819K 0.33% 57
2025
Q2 		$4.29M Buy
13,744
+6,130
+81% +$2.34M 0.27% 77
2025
Q1 		$3.99M Buy
7,614
+92
+1% +$47K 0.29% 81
2024
Q4 		$3.81M Sell
7,522
-40
-0.5% -$22.7K 0.27% 85
2024
Q3 		$4.42M Sell
7,562
-38
-0.5% -$21.5K 0.31% 74
2024
Q2 		$3.87M Buy
7,600
+50
+0.7% +$24.5K 0.29% 82
2024
Q1 		$3.74M Buy
7,550
+20
+0.3% +$10.2K 0.29% 82
2023
Q4 		$3.96M Buy
7,530
+119
+2% +$63.5K 0.34% 74
2023
Q3 		$3.74M Buy
7,411
+173
+2% +$85.1K 0.38% 67
2023
Q2 		$3.48M Sell
7,238
-41
-0.6% -$20K 0.35% 64
2023
Q1 		$3.44M Buy
7,279
+562
+8% +$271K 0.37% 65
2022
Q4 		$3.56M Sell
6,717
-105
-2% -$55.6K 0.4% 63
2022
Q3 		$3.44M Sell
6,822
-66
-1% -$34.7K 0.32% 56
2022
Q2 		$3.54M Buy
6,888
+41
+0.6% +$20.6K 0.43% 57
2022
Q1 		$3.49M Hold
6,847
– – 0.37% 64
2021
Q4 		$3.44M Buy
6,847
+142
+2% +$64.3K 0.36% 63
2021
Q3 		$2.62M Buy
6,705
+200
+3% +$82.8K 0.3% 72
2021
Q2 		$2.6M Buy
6,505
+35
+0.5% +$14K 0.3% 74
2021
Q1 		$2.41M Hold
6,470
– – 0.28% 73
2020
Q4 		$2.27M Buy
6,470
+725
+13% +$243K 0.3% 71
2020
Q3 		$1.79M Buy
5,745
+26
+0.5% +$7.99K 0.5% 35
2020
Q2 		$1.69M Buy
5,719
+29
+0.5% +$8.31K 0.5% 36
2020
Q1 		$1.42M Buy
5,690
+1,949
+52% +$536K 0.53% 35
2019
Q4 		$1.1M Hold
3,741
– – 0.35% 52
2019
Q3 		$813K Buy
3,741
+519
+16% +$125K 0.28% 64
2019
Q2 		$786K Buy
3,222
+461
+17% +$111K 0.4% 48
2019
Q1 		$683K Buy
2,761
+356
+15% +$90.8K 0.39% 50
2018
Q4 		$599K Buy
+2,405
New +$635K 0.5% 47

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

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

Principle Wealth Partners increased its UnitedHealth (UNH) stake by 1.5% in Q3 2026, buying an estimated $156K and bringing the position to 27,045 shares worth $9.9M. The position accounts for 0.48% of the portfolio, ranked #44.

Principle Wealth Partners first reported a position in UNH in Q4 2018 and has held it in 32 quarters since. The position peaked at $11.1M in Q2 2026. 1,919 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Principle Wealth Partners held 27,045 shares of UnitedHealth worth $9.9M as of Q3 2026.
  • Principle Wealth Partners bought 388 UnitedHealth shares in Q3 2026, an estimated $156K.
  • UnitedHealth made up 0.48% of Principle Wealth Partners's portfolio in Q3 2026, its #44 holding.
  • Principle Wealth Partners first reported a position in UnitedHealth in Q4 2018 and has held it in 32 quarters since.
  • Principle Wealth Partners's UnitedHealth position peaked at $11.1M in Q2 2026.
  • 1,919 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

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