TradeWell Securities’s UnitedHealth UNH Stock Holding History

TradeWell Securities’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	$252K	Buy	685 +4	+0.6%	+$1.61K	0.09%	50
2026 Q2	$283K	Buy	+681	New	+$252K	0.1%	47
2026 Q1	–	Sell	-672	Closed	-$222K	–	53
2025 Q4	$222K	Buy	672 +4	+0.6%	+$1.36K	0.09%	45
2025 Q3	$233K	Buy	668 +4	+0.6%	+$1.21K	0.1%	43
2025 Q2	$207K	Buy	664 +5	+0.8%	+$1.91K	0.1%	45
2025 Q1	$345K	Buy	659 +3	+0.5%	+$1.53K	0.19%	31
2024 Q4	$332K	Buy	+656	New	+$373K	0.17%	31

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TradeWell Securities's UNH Position: Q3 2026 in Review

TradeWell Securities increased its UnitedHealth (UNH) stake by 0.59% in Q3 2026, buying an estimated $1.61K and bringing the position to 685 shares worth $252K. The position accounts for 0.09% of the portfolio, ranked #50.

TradeWell Securities first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $345K in Q1 2025. 1,406 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

TradeWell Securities held 685 shares of UnitedHealth worth $252K as of Q3 2026.
TradeWell Securities bought 4 UnitedHealth shares in Q3 2026, an estimated $1.61K.
UnitedHealth made up 0.09% of TradeWell Securities's portfolio in Q3 2026, its #50 holding.
TradeWell Securities first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
TradeWell Securities's UnitedHealth position peaked at $345K in Q1 2025.
1,406 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on TradeWell Securities's 13F filing for Q3 2026, filed 21 Oct 2026.