Thrive Wealth Management
UNH icon

Thrive Wealth Management’s UnitedHealth UNH Stock Holding History

Thrive Wealth Management’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 		$615K Buy
1,674
+38
+2% +$15.3K 0.08% 115
2026
Q2 		$680K Sell
1,636
-6
-0.4% -$2.22K 0.09% 108
2026
Q1 		$444K Sell
1,642
-29
-2% -$8.64K 0.07% 130
2025
Q4 		$551K Sell
1,671
-160
-9% -$54.2K 0.08% 121
2025
Q3 		$632K Sell
1,831
-215
-11% -$65K 0.1% 112
2025
Q2 		$638K Buy
2,046
+327
+19% +$125K 0.1% 104
2025
Q1 		$900K Sell
1,719
-79
-4% -$40.4K 0.17% 79
2024
Q4 		$910K Sell
1,798
-126
-7% -$71.6K 0.16% 74
2024
Q3 		$1.12M Buy
1,924
+78
+4% +$44.1K 0.21% 61
2024
Q2 		$940K Buy
1,846
+65
+4% +$31.9K 0.18% 67
2024
Q1 		$881K Buy
1,781
+181
+11% +$92K 0.18% 69
2023
Q4 		$843K Sell
1,600
-20
-1% -$10.7K 0.19% 72
2023
Q3 		$817K Sell
1,620
-29
-2% -$14.3K 0.22% 64
2023
Q2 		$793K Buy
1,649
+144
+10% +$70.4K 0.21% 69
2023
Q1 		$711K Sell
1,505
-5
-0.3% -$2.41K 0.18% 70
2022
Q4 		$800K Buy
1,510
+311
+26% +$165K 0.23% 54
2022
Q3 		$606K Buy
1,199
+33
+3% +$17.4K 0.21% 70
2022
Q2 		$599K Buy
1,166
+92
+9% +$46.2K 0.21% 63
2022
Q1 		$548K Buy
1,074
+109
+11% +$52.6K 0.16% 72
2021
Q4 		$485K Buy
+965
New +$437K 0.17% 77

Other funds holding UNH

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
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
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
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Thrive Wealth Management's UNH Position: Q3 2026 in Review

Thrive Wealth Management increased its UnitedHealth (UNH) stake by 2.3% in Q3 2026, buying an estimated $15.3K and bringing the position to 1,674 shares worth $615K. The position accounts for 0.08% of the portfolio, ranked #115.

Thrive Wealth Management first reported a position in UNH in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.12M in Q3 2024. 909 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Thrive Wealth Management held 1,674 shares of UnitedHealth worth $615K as of Q3 2026.
  • Thrive Wealth Management bought 38 UnitedHealth shares in Q3 2026, an estimated $15.3K.
  • UnitedHealth made up 0.08% of Thrive Wealth Management's portfolio in Q3 2026, its #115 holding.
  • Thrive Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 20 quarters since.
  • Thrive Wealth Management's UnitedHealth position peaked at $1.12M in Q3 2024.
  • 909 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.