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Sunburst Financial Group’s UnitedHealth UNH Stock Holding History

Sunburst Financial 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 		$359K Sell
979
-13
-1% -$5.23K 0.06% 101
2026
Q2 		$412K Sell
992
-4
-0.4% -$1.48K 0.07% 94
2026
Q1 		$269K Sell
996
-142
-12% -$42.3K 0.05% 107
2025
Q4 		$376K Sell
1,138
-40
-3% -$13.6K 0.08% 82
2025
Q3 		$407K Sell
1,178
-451
-28% -$136K 0.09% 82
2025
Q2 		$508K Sell
1,629
-452
-22% -$173K 0.11% 67
2025
Q1 		$1.09M Buy
2,081
+59
+3% +$30.2K 0.27% 43
2024
Q4 		$1.02M Buy
2,022
+39
+2% +$22.2K 0.25% 47
2024
Q3 		$1.16M Buy
1,983
+37
+2% +$20.9K 0.29% 43
2024
Q2 		$991K Buy
1,946
+105
+6% +$51.5K 0.27% 47
2024
Q1 		$902K Sell
1,841
-41
-2% -$20.8K 0.26% 48
2023
Q4 		$991K Buy
1,882
+233
+14% +$124K 0.31% 42
2023
Q3 		$831K Buy
1,649
+59
+4% +$29K 0.29% 40
2023
Q2 		$764K Buy
1,590
+44
+3% +$21.5K 0.27% 47
2023
Q1 		$731K Sell
1,546
-40
-3% -$19.3K 0.27% 44
2022
Q4 		$841K Buy
1,586
+2
+0.1% +$1.06K 0.33% 39
2022
Q3 		$800K Sell
1,584
-62
-4% -$32.6K 0.39% 34
2022
Q2 		$845K Buy
1,646
+15
+0.9% +$7.53K 0.41% 32
2022
Q1 		$832K Buy
1,631
+57
+4% +$27.5K 0.41% 31
2021
Q4 		$790K Buy
1,574
+251
+19% +$114K 0.4% 30
2021
Q3 		$517K Buy
1,323
+9
+0.7% +$3.73K 0.32% 39
2021
Q2 		$526K Sell
1,314
-61
-4% -$24.3K 0.34% 37
2021
Q1 		$512K Sell
1,375
-14
-1% -$4.85K 0.36% 36
2020
Q4 		$487K Buy
1,389
+54
+4% +$18.1K 0.37% 34
2020
Q3 		$416K Hold
1,335
– – 0.35% 35
2020
Q2 		$394K Hold
1,335
– – 0.36% 33
2020
Q1 		$333K Sell
1,335
-137
-9% -$37.7K 0.35% 37
2019
Q4 		$433K Buy
+1,472
New +$385K 0.38% 37

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

Sunburst Financial Group's UNH Position: Q3 2026 in Review

Sunburst Financial Group reduced its UnitedHealth (UNH) stake by 1.3% in Q3 2026, selling an estimated $5.23K and leaving 979 shares worth $359K. The position accounts for 0.06% of the portfolio, ranked #101.

Sunburst Financial Group first reported a position in UNH in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.16M in Q3 2024. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Sunburst Financial Group held 979 shares of UnitedHealth worth $359K as of Q3 2026.
  • Sunburst Financial Group sold 13 UnitedHealth shares in Q3 2026, an estimated $5.23K.
  • UnitedHealth made up 0.06% of Sunburst Financial Group's portfolio in Q3 2026, its #101 holding.
  • Sunburst Financial Group first reported a position in UnitedHealth in Q4 2019 and has held it in 28 quarters since.
  • Sunburst Financial Group's UnitedHealth position peaked at $1.16M in Q3 2024.
  • 169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.