Ted Buchan & Co
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Ted Buchan & Co’s UnitedHealth UNH Stock Holding History

Ted Buchan & 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 		$1.42M Sell
3,855
-278
-7% -$112K 0.47% 45
2026
Q2 		$1.72M Sell
4,133
-156
-4% -$57.8K 0.56% 38
2026
Q1 		$1.16M Sell
4,289
-4,710
-52% -$1.4M 0.42% 48
2025
Q4 		$2.97M Buy
8,999
+447
+5% +$151K 1.09% 24
2025
Q3 		$2.95M Buy
8,552
+1,198
+16% +$362K 1.16% 27
2025
Q2 		$2.29M Buy
7,354
+1,454
+25% +$556K 0.91% 30
2025
Q1 		$3.09M Buy
5,900
+229
+4% +$117K 1.46% 20
2024
Q4 		$2.87M Buy
5,671
+1,393
+33% +$791K 1.35% 20
2024
Q3 		$2.5M Buy
4,278
+845
+25% +$478K 1.19% 23
2024
Q2 		$1.75M Buy
3,433
+795
+30% +$390K 0.94% 26
2024
Q1 		$1.31M Buy
2,638
+946
+56% +$481K 0.8% 28
2023
Q4 		$891K Buy
1,692
+171
+11% +$91.2K 0.65% 36
2023
Q3 		$767K Buy
1,521
+279
+22% +$137K 0.62% 37
2023
Q2 		$597K Buy
1,242
+611
+97% +$299K 0.46% 47
2023
Q1 		$298K Buy
631
+77
+14% +$37.2K 0.25% 62
2022
Q4 		$294K Buy
+554
New +$293K 0.27% 58

Other funds holding UNH

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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

Ted Buchan & Co's UNH Position: Q3 2026 in Review

Ted Buchan & Co reduced its UnitedHealth (UNH) stake by 6.7% in Q3 2026, selling an estimated $112K and leaving 3,855 shares worth $1.42M. The position accounts for 0.47% of the portfolio, ranked #45.

Ted Buchan & Co first reported a position in UNH in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.09M in Q1 2025. 1,180 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Ted Buchan & Co held 3,855 shares of UnitedHealth worth $1.42M as of Q3 2026.
  • Ted Buchan & Co sold 278 UnitedHealth shares in Q3 2026, an estimated $112K.
  • UnitedHealth made up 0.47% of Ted Buchan & Co's portfolio in Q3 2026, its #45 holding.
  • Ted Buchan & Co first reported a position in UnitedHealth in Q4 2022 and has held it in 16 quarters since.
  • Ted Buchan & Co's UnitedHealth position peaked at $3.09M in Q1 2025.
  • 1,180 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Ted Buchan & Co's 13F filing for Q3 2026, filed 23 Oct 2026.