UAG
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United Advisor Group’s UnitedHealth UNH Stock Holding History

United Advisor 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 		$774K Sell
2,107
-873
-29% -$351K 0.07% 267
2026
Q2 		$1.24M Sell
2,980
-234
-7% -$86.7K 0.13% 180
2026
Q1 		$870K Sell
3,214
-330
-9% -$98.3K 0.11% 208
2025
Q4 		$1.17M Sell
3,544
-286
-7% -$96.9K 0.15% 162
2025
Q3 		$1.32M Buy
3,830
+2,000
+109% +$605K 0.18% 132
2025
Q2 		$571K Sell
1,830
-43
-2% -$16.4K 0.1% 202
2025
Q1 		$981K Sell
1,873
-233
-11% -$119K 0.2% 118
2024
Q4 		$1.07M Buy
2,106
+140
+7% +$79.5K 0.21% 117
2024
Q3 		$1.15M Buy
1,966
+754
+62% +$426K 0.26% 94
2024
Q2 		$617K Buy
+1,212
New +$594K 0.19% 113

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

United Advisor Group's UNH Position: Q3 2026 in Review

United Advisor Group reduced its UnitedHealth (UNH) stake by 29% in Q3 2026, selling an estimated $351K and leaving 2,107 shares worth $774K. The position accounts for 0.07% of the portfolio, ranked #267.

United Advisor Group first reported a position in UNH in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.32M in Q3 2025. 1,919 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • United Advisor Group held 2,107 shares of UnitedHealth worth $774K as of Q3 2026.
  • United Advisor Group sold 873 UnitedHealth shares in Q3 2026, an estimated $351K.
  • UnitedHealth made up 0.07% of United Advisor Group's portfolio in Q3 2026, its #267 holding.
  • United Advisor Group first reported a position in UnitedHealth in Q2 2024 and has held it in 10 quarters since.
  • United Advisor Group's UnitedHealth position peaked at $1.32M in Q3 2025.
  • 1,919 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.