Verity & Verity
UNH icon

Verity & Verity’s UnitedHealth UNH Stock Holding History

Verity & Verity’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 		$648K Sell
1,764
-794
-31% -$320K 0.04% 83
2026
Q2 		$1.06M Sell
2,558
-373
-13% -$138K 0.07% 78
2026
Q1 		$793K Sell
2,931
-295
-9% -$87.9K 0.06% 80
2025
Q4 		$1.06M Buy
+3,226
New +$1.09M 0.08% 80
2025
Q3 		– Sell
-2,576
Closed -$804K – 139
2025
Q2 		$804K Buy
2,576
+367
+17% +$140K 0.07% 88
2025
Q1 		$1.16M Buy
2,209
+157
+8% +$80.3K 0.1% 76
2024
Q4 		$1.04M Buy
2,052
+553
+37% +$314K 0.09% 78
2024
Q3 		$876K Buy
1,499
+154
+11% +$87.1K 0.09% 73
2024
Q2 		$685K Buy
1,345
+692
+106% +$339K 0.07% 72
2024
Q1 		$323K Buy
653
+44
+7% +$22.4K 0.04% 92
2023
Q4 		$321K Buy
609
+45
+8% +$24K 0.04% 89
2023
Q3 		$284K Buy
564
+73
+15% +$35.9K 0.04% 86
2023
Q2 		$236K Sell
491
-882
-64% -$431K 0.03% 94
2023
Q1 		$649K Sell
1,373
-562
-29% -$271K 0.08% 80
2022
Q4 		$1.03M Buy
+1,935
New +$1.02M 0.13% 79
2020
Q1 		– Sell
-1,432
Closed -$421K – 109
2019
Q4 		$421K Buy
1,432
+120
+9% +$31.4K 0.08% 90
2019
Q3 		$291K Buy
1,312
+355
+37% +$85.7K 0.06% 101
2019
Q2 		$234K Sell
957
-78
-8% -$18.8K 0.05% 103
2019
Q1 		$256K Buy
+1,035
New +$264K 0.06% 107

Other funds holding UNH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Verity & Verity's UNH Position: Q3 2026 in Review

Verity & Verity reduced its UnitedHealth (UNH) stake by 31% in Q3 2026, selling an estimated $320K and leaving 1,764 shares worth $648K. The position accounts for 0.04% of the portfolio, ranked #83.

Verity & Verity first reported a position in UNH in Q1 2019 and has held it in 19 quarters since. The position peaked at $1.16M in Q1 2025. 993 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Verity & Verity held 1,764 shares of UnitedHealth worth $648K as of Q3 2026.
  • Verity & Verity sold 794 UnitedHealth shares in Q3 2026, an estimated $320K.
  • UnitedHealth made up 0.04% of Verity & Verity's portfolio in Q3 2026, its #83 holding.
  • Verity & Verity first reported a position in UnitedHealth in Q1 2019 and has held it in 19 quarters since.
  • Verity & Verity's UnitedHealth position peaked at $1.16M in Q1 2025.
  • 993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Verity & Verity's 13F filing for Q3 2026, filed 23 Oct 2026.