Tower Wealth Partners
UNH icon

Tower Wealth Partners’s UnitedHealth UNH Stock Holding History

Tower Wealth Partners’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 		$278K Buy
+757
New +$305K 0.12% 74
2025
Q2 		– Sell
-966
Closed -$506K – 92
2025
Q1 		$506K Sell
966
-133
-12% -$68K 0.27% 37
2024
Q4 		$556K Buy
1,099
+62
+6% +$35.2K 0.29% 31
2024
Q3 		$606K Sell
1,037
-10
-1% -$5.66K 0.35% 28
2024
Q2 		$533K Sell
1,047
-3
-0.3% -$1.47K 0.33% 29
2024
Q1 		$519K Buy
1,050
+75
+8% +$38.1K 0.34% 33
2023
Q4 		$513K Sell
975
-4
-0.4% -$2.13K 0.36% 32
2023
Q3 		$494K Buy
979
+14
+1% +$6.89K 0.41% 32
2023
Q2 		$464K Sell
965
-7
-0.7% -$3.42K 0.37% 33
2023
Q1 		$459K Sell
972
-234
-19% -$113K 0.38% 32
2022
Q4 		$639K Sell
1,206
-32
-3% -$17K 0.56% 22
2022
Q3 		$687K Sell
1,238
-13
-1% -$6.84K 0.65% 20
2022
Q2 		$643K Sell
1,251
-40
-3% -$20.1K 0.85% 17
2022
Q1 		$658K Sell
1,291
-47
-4% -$22.7K 0.71% 19
2021
Q4 		$672K Sell
1,338
-24
-2% -$10.9K 0.68% 18
2021
Q3 		$532K Buy
1,362
+105
+8% +$43.5K 0.56% 22
2021
Q2 		$503K Buy
1,257
+37
+3% +$14.8K 0.55% 26
2021
Q1 		$454K Buy
1,220
+245
+25% +$84.9K 0.59% 29
2020
Q4 		$342K Buy
+975
New +$327K 0.39% 28

Other funds holding UNH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Tower Wealth Partners's UNH Position: Q3 2026 in Review

Tower Wealth Partners opened a new position in UnitedHealth (UNH) in Q3 2026: 757 shares worth $278K. The stake represents 0.12% of the portfolio and ranks #74 among its holdings. This is a return to the name: Tower Wealth Partners previously reported a position in UNH as recently as Q1 2025.

Tower Wealth Partners first reported a position in UNH in Q4 2020 and has held it in 19 quarters since. The position peaked at $687K in Q3 2022. 2,861 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Tower Wealth Partners held 757 shares of UnitedHealth worth $278K as of Q3 2026.
  • UnitedHealth was a new Tower Wealth Partners position in Q3 2026.
  • UnitedHealth made up 0.12% of Tower Wealth Partners's portfolio in Q3 2026, its #74 holding.
  • Tower Wealth Partners first reported a position in UnitedHealth in Q4 2020 and has held it in 19 quarters since.
  • Tower Wealth Partners's UnitedHealth position peaked at $687K in Q3 2022.
  • 2,861 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Tower Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.