Wealth Advisory Solutions
UNH icon

Wealth Advisory Solutions’s UnitedHealth UNH Stock Holding History

Wealth Advisory Solutions’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 		$248K Sell
675
-298
-31% -$120K 0.05% 131
2026
Q2 		$404K Buy
973
+153
+19% +$56.7K 0.08% 107
2026
Q1 		$222K Buy
+820
New +$244K 0.05% 130
2025
Q2 		– Sell
-532
Closed -$279K – 149
2025
Q1 		$279K Sell
532
-17,315
-97% -$8.85M 0.07% 118
2024
Q4 		$9.03M Sell
17,847
-32
-0.2% -$18.2K 2.53% 9
2024
Q3 		$10.5M Sell
17,879
-3,810
-18% -$2.15M 2.88% 7
2024
Q2 		$11M Buy
21,689
+2,262
+12% +$1.11M 2.99% 7
2024
Q1 		$9.6M Buy
19,427
+1,182
+6% +$601K 2.49% 9
2023
Q4 		$9.6M Sell
18,245
-16,923
-48% -$9.03M 3.35% 8
2023
Q3 		$18.1M Buy
35,168
+17,543
+100% +$8.63M 3.55% 5
2023
Q2 		$8.47M Buy
17,625
+8,325
+90% +$4.07M 2.25% 14
2023
Q1 		$4.39M Sell
9,300
-767
-8% -$370K 1.17% 23
2022
Q4 		$5.34M Sell
10,067
-250
-2% -$132K 1.43% 17
2022
Q3 		$5.21M Sell
10,317
-31
-0.3% -$16.3K 1.44% 17
2022
Q2 		$5.32M Sell
10,348
-1,443
-12% -$725K 1.31% 21
2022
Q1 		$6.01M Buy
+11,791
New +$5.69M 1.25% 24
2021
Q3 		$4.89M Sell
12,513
-700
-5% -$290K 1.09% 25
2021
Q2 		$5.29M Sell
13,213
-65
-0.5% -$25.9K 1.26% 22
2021
Q1 		$5M Sell
13,278
-3,840
-22% -$1.33M 1.04% 29
2020
Q4 		$6M Buy
17,118
+159
+0.9% +$53.3K 1.63% 18
2020
Q3 		$5.29M Sell
16,959
-376
-2% -$115K 1.4% 19
2020
Q2 		$5.11M Sell
17,335
-145
-0.8% -$41.5K 1.42% 20
2020
Q1 		$4.36M Sell
17,480
-2,559
-13% -$704K 1.48% 19
2019
Q4 		$5.89M Buy
+20,039
New +$5.24M 1.55% 14

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

Wealth Advisory Solutions's UNH Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its UnitedHealth (UNH) stake by 31% in Q3 2026, selling an estimated $120K and leaving 675 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #131.

Wealth Advisory Solutions first reported a position in UNH in Q4 2019 and has held it in 24 quarters since. The position peaked at $18.1M in Q3 2023. 993 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Wealth Advisory Solutions held 675 shares of UnitedHealth worth $248K as of Q3 2026.
  • Wealth Advisory Solutions sold 298 UnitedHealth shares in Q3 2026, an estimated $120K.
  • UnitedHealth made up 0.05% of Wealth Advisory Solutions's portfolio in Q3 2026, its #131 holding.
  • Wealth Advisory Solutions first reported a position in UnitedHealth in Q4 2019 and has held it in 24 quarters since.
  • Wealth Advisory Solutions's UnitedHealth position peaked at $18.1M in Q3 2023.
  • 993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.