Quantum Financial Partners
UNH icon

Quantum Financial Partners’s UnitedHealth UNH Stock Holding History

Quantum 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 		– Sell
-522
Closed -$217K – 167
2026
Q2 		$217K Buy
+522
New +$193K 0.11% 142

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Mitsubishi UFJ Asset Management
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Sumitomo Mitsui Trust Group
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Quantum Financial Partners's UNH Position: Q3 2026 in Review

Quantum Financial Partners sold out of UnitedHealth (UNH) in Q3 2026, closing a stake of 522 shares — an estimated $217K sold.

Quantum Financial Partners first reported a position in UNH in Q2 2026 and held it in 1 quarter. The position peaked at $217K in Q2 2026. 2,042 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Quantum Financial Partners reported no remaining UnitedHealth position as of Q3 2026 after selling out during the quarter.
  • Quantum Financial Partners sold 522 UnitedHealth shares in Q3 2026, an estimated $217K.
  • Quantum Financial Partners first reported a position in UnitedHealth in Q2 2026 and held it in 1 quarter.
  • Quantum Financial Partners's UnitedHealth position peaked at $217K in Q2 2026.
  • 2,042 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.