Stiles Financial Services
UNH icon

Stiles Financial Services’s UnitedHealth UNH Stock Holding History

Stiles Financial Services’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 		$489K Buy
1,332
+1
+0.1% +$403 0.12% 124
2026
Q2 		$553K Sell
1,331
-16
-1% -$5.93K 0.14% 113
2026
Q1 		$365K Buy
1,347
+3
+0.2% +$893 0.11% 138
2025
Q4 		$444K Buy
1,344
+1
+0.1% +$339 0.14% 125
2025
Q3 		$464K Sell
1,343
-751
-36% -$227K 0.15% 124
2025
Q2 		$653K Sell
2,094
-603
-22% -$230K 0.23% 100
2025
Q1 		$1.41M Sell
2,697
-709
-21% -$362K 0.54% 63
2024
Q4 		$1.72M Sell
3,406
-8,329
-71% -$4.73M 0.62% 55
2024
Q3 		$6.86M Sell
11,735
-240
-2% -$136K 2.42% 6
2024
Q2 		$6.1M Buy
11,975
+257
+2% +$126K 2.35% 8
2024
Q1 		$5.8M Buy
11,718
+66
+0.6% +$33.6K 2.32% 7
2023
Q4 		$6.14M Buy
11,652
+187
+2% +$100K 2.79% 3
2023
Q3 		$5.78M Buy
11,465
+501
+5% +$247K 3% 3
2023
Q2 		$5.27M Sell
10,964
-23
-0.2% -$11.2K 2.62% 3
2023
Q1 		$5.19M Buy
10,987
+120
+1% +$57.9K 2.79% 3
2022
Q4 		$5.76M Sell
10,867
-549
-5% -$291K 3.29% 2
2022
Q3 		$5.76M Buy
11,416
+242
+2% +$127K 3.5% 2
2022
Q2 		$5.74M Sell
11,174
-108
-1% -$54.2K 3.45% 2
2022
Q1 		$5.75M Sell
11,282
-34
-0.3% -$16.4K 2.88% 4
2021
Q4 		$5.68M Buy
+11,316
New +$5.12M 2.74% 4

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

Stiles Financial Services's UNH Position: Q3 2026 in Review

Stiles Financial Services increased its UnitedHealth (UNH) stake by 0.08% in Q3 2026, buying an estimated $403 and bringing the position to 1,332 shares worth $489K. The position accounts for 0.12% of the portfolio, ranked #124.

Stiles Financial Services first reported a position in UNH in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.86M in Q3 2024. 1,969 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Stiles Financial Services held 1,332 shares of UnitedHealth worth $489K as of Q3 2026.
  • Stiles Financial Services bought 1 UnitedHealth share in Q3 2026, an estimated $403.
  • UnitedHealth made up 0.12% of Stiles Financial Services's portfolio in Q3 2026, its #124 holding.
  • Stiles Financial Services first reported a position in UnitedHealth in Q4 2021 and has held it in 20 quarters since.
  • Stiles Financial Services's UnitedHealth position peaked at $6.86M in Q3 2024.
  • 1,969 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.