Third View Private Wealth
UNH icon

Third View Private Wealth’s UnitedHealth UNH Stock Holding History

Third View Private Wealth’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 		$564K Buy
1,535
+247
+19% +$99.4K 0.07% 163
2026
Q2 		$535K Sell
1,288
-3,425
-73% -$1.27M 0.07% 173
2026
Q1 		$1.28M Buy
4,713
+377
+9% +$112K 0.17% 108
2025
Q4 		$1.43M Buy
+4,336
New +$1.47M 0.19% 102

Other funds holding UNH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Third View Private Wealth's UNH Position: Q3 2026 in Review

Third View Private Wealth increased its UnitedHealth (UNH) stake by 19% in Q3 2026, buying an estimated $99.4K and bringing the position to 1,535 shares worth $564K. The position accounts for 0.07% of the portfolio, ranked #163.

Third View Private Wealth first reported a position in UNH in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.43M in Q4 2025. 1,919 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Third View Private Wealth held 1,535 shares of UnitedHealth worth $564K as of Q3 2026.
  • Third View Private Wealth bought 247 UnitedHealth shares in Q3 2026, an estimated $99.4K.
  • UnitedHealth made up 0.07% of Third View Private Wealth's portfolio in Q3 2026, its #163 holding.
  • Third View Private Wealth first reported a position in UnitedHealth in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's UnitedHealth position peaked at $1.43M in Q4 2025.
  • 1,919 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.