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Tactive Advisors’s UnitedHealth UNH Stock Holding History

Tactive Advisors’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 		$435K Buy
1,185
+650
+121% +$262K 0.1% 174
2026
Q2 		$222K Buy
+535
New +$198K 0.05% 247
2025
Q4 		– Sell
-815
Closed -$281K – 281
2025
Q3 		$281K Buy
+815
New +$246K 0.08% 206
2024
Q1 		$307K Sell
621
-27
-4% -$13.7K 0.16% 97
2023
Q4 		$341K Buy
+648
New +$346K 0.22% 63

Other funds holding UNH

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Tactive Advisors's UNH Position: Q3 2026 in Review

Tactive Advisors increased its UnitedHealth (UNH) stake by 121% in Q3 2026, buying an estimated $262K and bringing the position to 1,185 shares worth $435K. The position accounts for 0.1% of the portfolio, ranked #174.

Tactive Advisors first reported a position in UNH in Q4 2023 and has held it in 5 quarters since. 400 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Tactive Advisors held 1,185 shares of UnitedHealth worth $435K as of Q3 2026.
  • Tactive Advisors bought 650 UnitedHealth shares in Q3 2026, an estimated $262K.
  • UnitedHealth made up 0.1% of Tactive Advisors's portfolio in Q3 2026, its #174 holding.
  • Tactive Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 5 quarters since.
  • 400 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.