Valued Wealth Advisors’s UnitedHealth UNH Stock Holding History

Valued Wealth 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
2026 Q3	$58.7K	Sell	160 -5	-3%	-$2.01K	0.02%	103
2026 Q2	$68.6K	Buy	165 +6	+4%	+$2.22K	0.02%	91
2026 Q1	$43K	Sell	159 -1	-0.6%	-$298	0.02%	111
2025 Q4	$53K	Buy	160 +1	+0.6%	+$339	0.02%	89
2025 Q3	$54.9K	Sell	159 -2	-1%	-$605	0.03%	85
2025 Q2	$50.2K	Sell	161 -7	-4%	-$2.68K	0.03%	84
2025 Q1	$87.8K	Sell	168 -20	-11%	-$10.2K	0.05%	64
2024 Q4	$95.2K	Sell	188 -18	-9%	-$10.2K	0.06%	57
2024 Q3	$121K	Buy	206 +29	+16%	+$16.4K	0.08%	44
2024 Q2	$90.3K	Buy	177 +3	+2%	+$1.47K	0.06%	48
2024 Q1	$86K	Buy	174 +1	+0.6%	+$508	0.06%	44
2023 Q4	$87.2K	Buy	+173	New	+$92.3K	0.08%	35

Other funds holding UNH

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Valued Wealth Advisors's UNH Position: Q3 2026 in Review

Valued Wealth Advisors reduced its UnitedHealth (UNH) stake by 3% in Q3 2026, selling an estimated $2.01K and leaving 160 shares worth $58.7K. The position accounts for 0.02% of the portfolio, ranked #103.

Valued Wealth Advisors first reported a position in UNH in Q4 2023 and has held it in 12 quarters since. The position peaked at $121K in Q3 2024. 1,919 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Valued Wealth Advisors held 160 shares of UnitedHealth worth $58.7K as of Q3 2026.
Valued Wealth Advisors sold 5 UnitedHealth shares in Q3 2026, an estimated $2.01K.
UnitedHealth made up 0.02% of Valued Wealth Advisors's portfolio in Q3 2026, its #103 holding.
Valued Wealth Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 12 quarters since.
Valued Wealth Advisors's UnitedHealth position peaked at $121K in Q3 2024.
1,919 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.