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Stolper & Co’s UnitedHealth UNH Stock Holding History

Stolper & 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 		$6.84M Buy
18,632
+101
+0.5% +$40.7K 1.77% 23
2026
Q2 		$7.7M Sell
18,531
-43,893
-70% -$16.3M 1.99% 22
2026
Q1 		$1.97M Buy
62,424
+46,121
+283% +$13.7M 0.56% 53
2025
Q4 		$5.38M Buy
16,303
+387
+2% +$131K 1.59% 23
2025
Q3 		$5.5M Buy
15,916
+1
+0% +$302 1.67% 25
2025
Q2 		$4.96M Sell
15,915
-181
-1% -$69.2K 1.63% 24
2025
Q1 		$8.43M Sell
16,096
-215
-1% -$110K 2.76% 8
2024
Q4 		$8.25M Buy
16,311
+36
+0.2% +$20.5K 2.75% 8
2024
Q3 		$9.5M Sell
16,275
-288
-2% -$163K 3.11% 6
2024
Q2 		$8.44M Buy
16,563
+248
+2% +$122K 2.97% 6
2024
Q1 		$8.07M Sell
16,315
-355
-2% -$180K 2.91% 5
2023
Q4 		$8.78M Buy
16,670
+10
+0.1% +$5.33K 3.53% 5
2023
Q3 		$8.4M Buy
16,660
+33
+0.2% +$16.2K 3.64% 4
2023
Q2 		$7.99M Sell
16,627
-247
-1% -$121K 3.36% 4
2023
Q1 		$7.97M Sell
16,874
-16
-0.1% -$7.72K 3.42% 4
2022
Q4 		$8.96M Buy
16,890
+85
+0.5% +$45K 3.93% 3
2022
Q3 		$8.49M Buy
16,805
+11
+0.1% +$5.78K 4.18% 3
2022
Q2 		$8.63M Sell
16,794
-49
-0.3% -$24.6K 4.05% 3
2022
Q1 		$8.59M Sell
16,843
-19
-0.1% -$9.16K 3.64% 4
2021
Q4 		$8.47M Sell
16,862
-103
-0.6% -$46.6K 3.77% 4
2021
Q3 		$6.63M Sell
16,965
-102
-0.6% -$42.2K 3.17% 6
2021
Q2 		$6.83M Sell
17,067
-8
-0% -$3.19K 3.22% 5
2021
Q1 		$6.35M Buy
17,075
+129
+0.8% +$44.7K 3.27% 5
2020
Q4 		$5.94M Sell
16,946
-110
-0.6% -$36.9K 3.33% 4
2020
Q3 		$5.32M Sell
17,056
-436
-2% -$134K 3.44% 5
2020
Q2 		$5.16M Sell
17,492
-1,296
-7% -$371K 3.37% 5
2020
Q1 		$4.68M Buy
+18,788
New +$5.17M 3.36% 4

Other funds holding UNH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

Stolper & Co increased its UnitedHealth (UNH) stake by 0.55% in Q3 2026, buying an estimated $40.7K and bringing the position to 18,632 shares worth $6.84M. The position accounts for 1.77% of the portfolio, ranked #23.

Stolper & Co first reported a position in UNH in Q1 2020 and has held it in 27 quarters since. The position peaked at $9.5M in Q3 2024. 620 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Stolper & Co held 18,632 shares of UnitedHealth worth $6.84M as of Q3 2026.
  • Stolper & Co bought 101 UnitedHealth shares in Q3 2026, an estimated $40.7K.
  • UnitedHealth made up 1.77% of Stolper & Co's portfolio in Q3 2026, its #23 holding.
  • Stolper & Co first reported a position in UnitedHealth in Q1 2020 and has held it in 27 quarters since.
  • Stolper & Co's UnitedHealth position peaked at $9.5M in Q3 2024.
  • 620 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

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