Quartz Partners
UNH icon

Quartz Partners’s UnitedHealth UNH Stock Holding History

Quartz 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 		$364K Buy
+992
New +$399K 0.11% 144
2025
Q3 		– Sell
-1,042
Closed -$325K – 195
2025
Q2 		$325K Buy
1,042
+600
+136% +$229K 0.15% 131
2025
Q1 		$231K Sell
442
-40
-8% -$20.4K 0.14% 129
2024
Q4 		$244K Buy
482
+50
+12% +$28.4K 0.15% 133
2024
Q3 		$253K Buy
+432
New +$244K 0.16% 131

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

Quartz Partners's UNH Position: Q3 2026 in Review

Quartz Partners opened a new position in UnitedHealth (UNH) in Q3 2026: 992 shares worth $364K. The stake represents 0.11% of the portfolio and ranks #144 among its holdings. This is a return to the name: Quartz Partners previously reported a position in UNH as recently as Q2 2025.

Quartz Partners first reported a position in UNH in Q3 2024 and has held it in 5 quarters since. 2,041 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Quartz Partners held 992 shares of UnitedHealth worth $364K as of Q3 2026.
  • UnitedHealth was a new Quartz Partners position in Q3 2026.
  • UnitedHealth made up 0.11% of Quartz Partners's portfolio in Q3 2026, its #144 holding.
  • Quartz Partners first reported a position in UnitedHealth in Q3 2024 and has held it in 5 quarters since.
  • 2,041 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Quartz Partners's 13F filing for Q3 2026, filed 3 Nov 2026.