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The Wealth Group’s UnitedHealth UNH Stock Holding History

The Wealth 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 		$516K Hold
1,387
– – 0.1% 59
2026
Q2 		$576K Sell
1,387
-204
-13% -$75.6K 0.11% 53
2026
Q1 		$431K Sell
1,591
-314
-16% -$93.5K 0.1% 57
2025
Q4 		$629K Buy
1,905
+165
+9% +$55.9K 0.14% 48
2025
Q3 		$601K Sell
1,740
-63
-3% -$19.1K 0.14% 47
2025
Q2 		$562K Buy
1,803
+125
+7% +$47.8K 0.14% 46
2025
Q1 		$879K Sell
1,678
-99
-6% -$50.6K 0.26% 32
2024
Q4 		$899K Hold
1,777
– – 0.26% 29
2024
Q3 		$1.04M Buy
1,777
+68
+4% +$38.5K 0.3% 29
2024
Q2 		$870K Hold
1,709
– – 0.26% 31
2024
Q1 		$876K Sell
1,709
-12
-0.7% -$6.1K 0.27% 31
2023
Q4 		$879K Buy
+1,721
New +$918K 0.29% 31

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

The Wealth Group's UNH Position: Q3 2026 in Review

The Wealth Group held its UnitedHealth (UNH) position steady in Q3 2026 at 1,387 shares worth $516K. The position accounts for 0.1% of the portfolio, ranked #59.

The Wealth Group first reported a position in UNH in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.04M in Q3 2024. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • The Wealth Group held 1,387 shares of UnitedHealth worth $516K as of Q3 2026.
  • The Wealth Group left its UnitedHealth share count unchanged in Q3 2026.
  • UnitedHealth made up 0.1% of The Wealth Group's portfolio in Q3 2026, its #59 holding.
  • The Wealth Group first reported a position in UnitedHealth in Q4 2023 and has held it in 12 quarters since.
  • The Wealth Group's UnitedHealth position peaked at $1.04M in Q3 2024.
  • 169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.