Westfuller Advisors
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Westfuller Advisors’s UnitedHealth UNH Stock Holding History

Westfuller 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 		$234K Buy
639
+411
+180% +$165K 0.07% 166
2026
Q2 		$94.9K Buy
228
+69
+43% +$25.6K 0.03% 238
2026
Q1 		$42.9K Sell
159
-16
-9% -$4.76K 0.02% 289
2025
Q4 		$57.7K Sell
175
-3
-2% -$1.02K 0.02% 282
2025
Q3 		$61.5K Buy
+178
New +$53.8K 0.03% 268

Other funds holding UNH

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Westfuller Advisors's UNH Position: Q3 2026 in Review

Westfuller Advisors increased its UnitedHealth (UNH) stake by 180% in Q3 2026, buying an estimated $165K and bringing the position to 639 shares worth $234K. The position accounts for 0.07% of the portfolio, ranked #166.

Westfuller Advisors first reported a position in UNH in Q3 2025 and has held it in 5 quarters since. 2,590 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Westfuller Advisors held 639 shares of UnitedHealth worth $234K as of Q3 2026.
  • Westfuller Advisors bought 411 UnitedHealth shares in Q3 2026, an estimated $165K.
  • UnitedHealth made up 0.07% of Westfuller Advisors's portfolio in Q3 2026, its #166 holding.
  • Westfuller Advisors first reported a position in UnitedHealth in Q3 2025 and has held it in 5 quarters since.
  • 2,590 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Westfuller Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.