Scheeler Financial’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.54M Buy
+4,191
New +$1.69M 1.16% 15

Other funds holding UNH

Scheeler Financial's UNH Position: Q3 2026 in Review

Scheeler Financial opened a new position in UnitedHealth (UNH) in Q3 2026: 4,191 shares worth $1.54M. The stake represents 1.16% of the portfolio and ranks #15 among its holdings.

1,298 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Scheeler Financial held 4,191 shares of UnitedHealth worth $1.54M as of Q3 2026.
  • UnitedHealth was a new Scheeler Financial position in Q3 2026.
  • UnitedHealth made up 1.16% of Scheeler Financial's portfolio in Q3 2026, its #15 holding.
  • 1,298 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Scheeler Financial's 13F filing for Q3 2026, filed 13 Oct 2026.