Shade Tree Advisors’s UnitedHealth UNH Stock Holding History

Shade Tree 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	$998K	Buy	+2,718	New	+$1.09M	0.53%	20

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 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

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

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

Shade Tree Advisors's UNH Position: Q3 2026 in Review

Shade Tree Advisors opened a new position in UnitedHealth (UNH) in Q3 2026: 2,718 shares worth $998K. The stake represents 0.53% of the portfolio and ranks #20 among its holdings.

1,324 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Shade Tree Advisors held 2,718 shares of UnitedHealth worth $998K as of Q3 2026.
UnitedHealth was a new Shade Tree Advisors position in Q3 2026.
UnitedHealth made up 0.53% of Shade Tree Advisors's portfolio in Q3 2026, its #20 holding.
1,324 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.