PUREfi Wealth’s UnitedHealth UNH Stock Holding History

PUREfi Wealth’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	$1.31M	Sell	3,570 -173	-5%	-$69.6K	0.61%	45
2026 Q2	$1.56M	Buy	3,743 +474	+14%	+$176K	0.85%	30
2026 Q1	$884K	Buy	3,269 +1,416	+76%	+$422K	0.58%	41
2025 Q4	$612K	Buy	1,853 +23	+1%	+$7.79K	0.47%	58
2025 Q3	$632K	Buy	1,830 +177	+11%	+$53.5K	0.49%	59
2025 Q2	$516K	Buy	1,653 +961	+139%	+$367K	0.41%	64
2025 Q1	$363K	Sell	692 -305	-31%	-$156K	0.36%	81
2024 Q4	$504K	Buy	+997	New	+$566K	0.49%	52

Other funds holding UNH

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

PUREfi Wealth's UNH Position: Q3 2026 in Review

PUREfi Wealth reduced its UnitedHealth (UNH) stake by 4.6% in Q3 2026, selling an estimated $69.6K and leaving 3,570 shares worth $1.31M. The position accounts for 0.61% of the portfolio, ranked #45.

PUREfi Wealth first reported a position in UNH in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.56M in Q2 2026. 909 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

PUREfi Wealth held 3,570 shares of UnitedHealth worth $1.31M as of Q3 2026.
PUREfi Wealth sold 173 UnitedHealth shares in Q3 2026, an estimated $69.6K.
UnitedHealth made up 0.61% of PUREfi Wealth's portfolio in Q3 2026, its #45 holding.
PUREfi Wealth first reported a position in UnitedHealth in Q4 2024 and has held it in 8 quarters since.
PUREfi Wealth's UnitedHealth position peaked at $1.56M in Q2 2026.
909 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.