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Spinnaker Investment Group’s UnitedHealth UNH Stock Holding History

Spinnaker Investment Group’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 		$854K Sell
2,327
-86
-4% -$34.6K 0.13% 64
2026
Q2 		$1M Buy
2,413
+146
+6% +$54.1K 0.16% 54
2026
Q1 		$613K Sell
2,267
-97
-4% -$28.9K 0.12% 62
2025
Q4 		$780K Buy
2,364
+132
+6% +$44.7K 0.14% 54
2025
Q3 		$771K Buy
2,232
+1,528
+217% +$462K 0.14% 51
2025
Q2 		$220K Buy
+704
New +$269K 0.05% 96

Other funds holding UNH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Spinnaker Investment Group's UNH Position: Q3 2026 in Review

Spinnaker Investment Group reduced its UnitedHealth (UNH) stake by 3.6% in Q3 2026, selling an estimated $34.6K and leaving 2,327 shares worth $854K. The position accounts for 0.13% of the portfolio, ranked #64.

Spinnaker Investment Group first reported a position in UNH in Q2 2025 and has held it in 6 quarters since. The position peaked at $1M in Q2 2026. 277 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Spinnaker Investment Group held 2,327 shares of UnitedHealth worth $854K as of Q3 2026.
  • Spinnaker Investment Group sold 86 UnitedHealth shares in Q3 2026, an estimated $34.6K.
  • UnitedHealth made up 0.13% of Spinnaker Investment Group's portfolio in Q3 2026, its #64 holding.
  • Spinnaker Investment Group first reported a position in UnitedHealth in Q2 2025 and has held it in 6 quarters since.
  • Spinnaker Investment Group's UnitedHealth position peaked at $1M in Q2 2026.
  • 277 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Spinnaker Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.