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Valeo Financial Advisors’s UnitedHealth UNH Stock Holding History

Valeo Financial Advisors’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
2025
Q4 		– Sell
-800
Closed -$2.23K – 910
2025
Q3 		$2.23K Buy
+800
New +$242K ﹤0.01% 825
2021
Q4 		– Sell
-2,000
Closed -$781K – 645
2021
Q3 		$781K Buy
+2,000
New +$828K 0.04% 220

Other funds holding UNH

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Valeo Financial Advisors's UNH Position: Q3 2026 in Review

Valeo Financial Advisors reduced its UnitedHealth (UNH) stake by 0.56% in Q3 2026, selling an estimated $36.6K and leaving 16,019 shares worth $5.88M. The position accounts for 0.12% of the portfolio, ranked #80.

Valeo Financial Advisors first reported a position in UNH in Q3 2017 and has held it in 37 quarters since. The position peaked at $8.71M in Q3 2024. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Valeo Financial Advisors held 16,019 shares of UnitedHealth worth $5.88M as of Q3 2026.
  • Valeo Financial Advisors sold 91 UnitedHealth shares in Q3 2026, an estimated $36.6K.
  • UnitedHealth made up 0.12% of Valeo Financial Advisors's portfolio in Q3 2026, its #80 holding.
  • Valeo Financial Advisors first reported a position in UnitedHealth in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's UnitedHealth position peaked at $8.71M in Q3 2024.
  • 169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.