Values Added Financial
UNH icon

Values Added Financial’s UnitedHealth UNH Stock Holding History

Values Added Financial’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 		$445K Sell
1,213
-41
-3% -$16.5K 0.16% 88
2026
Q2 		$521K Buy
1,254
+158
+14% +$58.6K 0.19% 79
2026
Q1 		$297K Buy
1,096
+24
+2% +$7.15K 0.12% 104
2025
Q4 		$354K Sell
1,072
-37
-3% -$12.5K 0.15% 91
2025
Q3 		$383K Buy
1,109
+4
+0.4% +$1.21K 0.17% 84
2025
Q2 		$345K Buy
1,105
+216
+24% +$82.6K 0.17% 89
2025
Q1 		$466K Sell
889
-24
-3% -$12.3K 0.26% 69
2024
Q4 		$462K Sell
913
-82
-8% -$46.6K 0.27% 68
2024
Q3 		$582K Buy
995
+35
+4% +$19.8K 0.37% 49
2024
Q2 		$489K Buy
960
+66
+7% +$32.3K 0.35% 54
2024
Q1 		$442K Sell
894
-165
-16% -$83.9K 0.34% 54
2023
Q4 		$558K Buy
1,059
+162
+18% +$86.4K 0.46% 41
2023
Q3 		$452K Sell
897
-18
-2% -$8.86K 0.41% 48
2023
Q2 		$440K Buy
+915
New +$447K 0.41% 51

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Values Added Financial's UNH Position: Q3 2026 in Review

Values Added Financial reduced its UnitedHealth (UNH) stake by 3.3% in Q3 2026, selling an estimated $16.5K and leaving 1,213 shares worth $445K. The position accounts for 0.16% of the portfolio, ranked #88.

Values Added Financial first reported a position in UNH in Q2 2023 and has held it in 14 quarters since. The position peaked at $582K in Q3 2024. 1,389 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Values Added Financial held 1,213 shares of UnitedHealth worth $445K as of Q3 2026.
  • Values Added Financial sold 41 UnitedHealth shares in Q3 2026, an estimated $16.5K.
  • UnitedHealth made up 0.16% of Values Added Financial's portfolio in Q3 2026, its #88 holding.
  • Values Added Financial first reported a position in UnitedHealth in Q2 2023 and has held it in 14 quarters since.
  • Values Added Financial's UnitedHealth position peaked at $582K in Q3 2024.
  • 1,389 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.