Promethium Advisors’s UnitedHealth UNH Stock Holding History

Promethium 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	$1.5M	Buy	4,099 +484	+13%	+$195K	0.74%	41
2026 Q2	$1.5M	Buy	3,615 +500	+16%	+$185K	0.72%	41
2026 Q1	$843K	Hold	3,115	–	–	0.44%	62
2025 Q4	$1.03M	Buy	3,115 +1,800	+137%	+$610K	0.55%	55
2025 Q3	$454K	Buy	+1,315	New	+$398K	0.26%	77
2025 Q2	–	Sell	-469	Closed	-$246K	–	127
2025 Q1	$246K	Sell	469 -99	-17%	-$50.6K	0.16%	102
2024 Q4	$287K	Sell	568 -20	-3%	-$11.4K	0.2%	104
2024 Q3	$344K	Buy	+588	New	+$333K	0.24%	101

Other funds holding UNH

Bank of New York Mellon New York $608B AUM 32.77% 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

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Promethium Advisors's UNH Position: Q3 2026 in Review

Promethium Advisors increased its UnitedHealth (UNH) stake by 13% in Q3 2026, buying an estimated $195K and bringing the position to 4,099 shares worth $1.5M. The position accounts for 0.74% of the portfolio, ranked #41.

Promethium Advisors first reported a position in UNH in Q3 2024 and has held it in 8 quarters since. 1,813 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Promethium Advisors held 4,099 shares of UnitedHealth worth $1.5M as of Q3 2026.
Promethium Advisors bought 484 UnitedHealth shares in Q3 2026, an estimated $195K.
UnitedHealth made up 0.74% of Promethium Advisors's portfolio in Q3 2026, its #41 holding.
Promethium Advisors first reported a position in UnitedHealth in Q3 2024 and has held it in 8 quarters since.
1,813 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Promethium Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.