U.S. Wealth Group’s UnitedHealth UNH Stock Holding History

U.S. 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	$3.27M	Sell	8,896 -5	-0.1%	-$2.01K	1.86%	21
2026 Q2	$3.7M	Buy	8,901 +937	+12%	+$347K	2.22%	16
2026 Q1	$2.16M	Sell	7,964 -69	-0.9%	-$20.5K	1.46%	29
2025 Q4	$2.65M	Sell	8,033 -81	-1%	-$27.4K	1.75%	22
2025 Q3	$2.8M	Buy	8,114 +3,716	+84%	+$1.12M	1.83%	22
2025 Q2	$1.37M	Buy	4,398 +469	+12%	+$179K	1.07%	33
2025 Q1	$2.06M	Sell	3,929 -165	-4%	-$84.3K	1.63%	29
2024 Q4	$2.07M	Buy	+4,094	New	+$2.33M	1.57%	29

Other funds holding UNH

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

U.S. Wealth Group's UNH Position: Q3 2026 in Review

U.S. Wealth Group reduced its UnitedHealth (UNH) stake by 0.06% in Q3 2026, selling an estimated $2.01K and leaving 8,896 shares worth $3.27M. The position accounts for 1.86% of the portfolio, ranked #21.

U.S. Wealth Group first reported a position in UNH in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.7M in Q2 2026. 2,547 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

U.S. Wealth Group held 8,896 shares of UnitedHealth worth $3.27M as of Q3 2026.
U.S. Wealth Group sold 5 UnitedHealth shares in Q3 2026, an estimated $2.01K.
UnitedHealth made up 1.86% of U.S. Wealth Group's portfolio in Q3 2026, its #21 holding.
U.S. Wealth Group first reported a position in UnitedHealth in Q4 2024 and has held it in 8 quarters since.
U.S. Wealth Group's UnitedHealth position peaked at $3.7M in Q2 2026.
2,547 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on U.S. Wealth Group's 13F filing for Q3 2026, filed 9 Nov 2026.