WBH Advisory’s UnitedHealth UNH Stock Holding History

WBH Advisory’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	$216K	Buy	589 +10	+2%	+$4.03K	0.01%	353
2026 Q2	$241K	Buy	+579	New	+$215K	0.02%	341
2025 Q2	–	Sell	-606	Closed	-$317K	–	353
2025 Q1	$317K	Hold	606	–	–	0.03%	264
2024 Q4	$307K	Buy	606 +168	+38%	+$95.5K	0.03%	263
2024 Q3	$256K	Hold	438	–	–	0.02%	284
2024 Q2	$223K	Hold	438	–	–	0.02%	291
2024 Q1	$217K	Buy	438 +47	+12%	+$23.9K	0.02%	295
2023 Q4	$206K	Sell	391 -38	-9%	-$20.3K	0.02%	297
2023 Q3	$216K	Buy	+429	New	+$211K	0.03%	278
2022 Q3	$231K	Sell	457 -154	-25%	-$81K	0.03%	264
2022 Q2	$316K	Sell	611 -1	-0.2%	-$502	0.04%	242
2022 Q1	$321K	Buy	612 +98	+19%	+$47.3K	0.04%	253
2021 Q4	$258K	Buy	+514	New	+$233K	0.03%	284
2021 Q3	–	Sell	-510	Closed	-$211K	–	291
2021 Q2	$211K	Buy	+510	New	+$203K	0.03%	261

Other funds holding UNH

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 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

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

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

WBH Advisory's UNH Position: Q3 2026 in Review

WBH Advisory increased its UnitedHealth (UNH) stake by 1.7% in Q3 2026, buying an estimated $4.03K and bringing the position to 589 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #353.

WBH Advisory first reported a position in UNH in Q2 2021 and has held it in 14 quarters since. The position peaked at $321K in Q1 2022. 2,428 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

WBH Advisory held 589 shares of UnitedHealth worth $216K as of Q3 2026.
WBH Advisory bought 10 UnitedHealth shares in Q3 2026, an estimated $4.03K.
UnitedHealth made up 0.01% of WBH Advisory's portfolio in Q3 2026, its #353 holding.
WBH Advisory first reported a position in UnitedHealth in Q2 2021 and has held it in 14 quarters since.
WBH Advisory's UnitedHealth position peaked at $321K in Q1 2022.
2,428 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on WBH Advisory's 13F filing for Q3 2026, filed 5 Nov 2026.