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Steph & Co’s UnitedHealth UNH Stock Holding History

Steph & Co’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 		$678K Buy
1,846
+234
+15% +$94.2K 0.17% 50
2026
Q2 		$670K Buy
1,612
+306
+23% +$113K 0.17% 51
2026
Q1 		$353K Buy
1,306
+12
+0.9% +$3.57K 0.1% 77
2025
Q4 		$427K Buy
1,294
+651
+101% +$221K 0.12% 61
2025
Q3 		$222K Sell
643
-1,003
-61% -$303K 0.07% 100
2025
Q2 		$514K Buy
1,646
+278
+20% +$106K 0.17% 58
2025
Q1 		$716K Sell
1,368
-91
-6% -$46.5K 0.26% 42
2024
Q4 		$738K Sell
1,459
-37
-2% -$21K 0.25% 39
2024
Q3 		$875K Buy
1,496
+24
+2% +$13.6K 0.28% 33
2024
Q2 		$750K Sell
1,472
-97
-6% -$47.5K 0.26% 34
2024
Q1 		$776K Sell
1,569
-140
-8% -$71.2K 0.27% 35
2023
Q4 		$900K Sell
1,709
-54
-3% -$28.8K 0.44% 28
2023
Q3 		$889K Buy
1,763
+103
+6% +$50.7K 0.5% 29
2023
Q2 		$798K Buy
1,660
+6
+0.4% +$2.93K 0.44% 32
2023
Q1 		$782K Buy
1,654
+152
+10% +$73.4K 0.49% 31
2022
Q4 		$796K Buy
1,502
+115
+8% +$60.9K 0.5% 31
2022
Q3 		$700K Sell
1,387
-195
-12% -$103K 0.49% 31
2022
Q2 		$813K Buy
1,582
+292
+23% +$147K 0.5% 27
2022
Q1 		$658K Buy
1,290
+20
+2% +$9.65K 0.39% 30
2021
Q4 		$638K Sell
1,270
-1
-0.1% -$453 0.37% 32
2021
Q3 		$497K Buy
1,271
+125
+11% +$51.8K 0.32% 35
2021
Q2 		$459K Buy
1,146
+251
+28% +$100K 0.3% 36
2021
Q1 		$333K Hold
895
– – 0.23% 46
2020
Q4 		$314K Buy
895
+239
+36% +$80.1K 0.24% 41
2020
Q3 		$205K Sell
656
-149
-19% -$45.8K 0.19% 53
2020
Q2 		$237K Hold
805
– – 0.24% 42
2020
Q1 		$201K Sell
805
-156
-16% -$42.9K 0.23% 48
2019
Q4 		$283K Buy
+961
New +$251K 0.24% 55

Other funds holding UNH

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Steph & Co's UNH Position: Q3 2026 in Review

Steph & Co increased its UnitedHealth (UNH) stake by 15% in Q3 2026, buying an estimated $94.2K and bringing the position to 1,846 shares worth $678K. The position accounts for 0.17% of the portfolio, ranked #50.

Steph & Co first reported a position in UNH in Q4 2019 and has held it in 28 quarters since. The position peaked at $900K in Q4 2023. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Steph & Co held 1,846 shares of UnitedHealth worth $678K as of Q3 2026.
  • Steph & Co bought 234 UnitedHealth shares in Q3 2026, an estimated $94.2K.
  • UnitedHealth made up 0.17% of Steph & Co's portfolio in Q3 2026, its #50 holding.
  • Steph & Co first reported a position in UnitedHealth in Q4 2019 and has held it in 28 quarters since.
  • Steph & Co's UnitedHealth position peaked at $900K in Q4 2023.
  • 169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.