Whalen Wealth Management’s UnitedHealth UNH Stock Holding History

Whalen Wealth Management’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	$1.75M	Buy	4,755 +66	+1%	+$26.6K	0.75%	35
2026 Q2	$1.95M	Sell	4,689 -558	-11%	-$207K	0.88%	29
2026 Q1	$1.42M	Buy	5,247 +1,472	+39%	+$438K	0.76%	32
2025 Q4	$1.25M	Buy	3,775 +1,450	+62%	+$491K	0.67%	38
2025 Q3	$803K	Buy	2,325 +936	+67%	+$283K	0.47%	50
2025 Q2	$433K	Buy	1,389 +18	+1%	+$6.88K	0.27%	111
2025 Q1	$718K	Sell	1,371 -1	-0.1%	-$511	0.48%	42
2024 Q4	$694K	Hold	1,372	–	–	0.48%	39
2024 Q3	$802K	Hold	1,372	–	–	0.57%	40
2024 Q2	$699K	Buy	1,372 +1	+0.1%	+$490	0.55%	37
2024 Q1	$678K	Hold	1,371	–	–	0.5%	37
2023 Q4	$722K	Buy	+1,371	New	+$731K	0.65%	37

Other funds holding UNH

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Whalen Wealth Management's UNH Position: Q3 2026 in Review

Whalen Wealth Management increased its UnitedHealth (UNH) stake by 1.4% in Q3 2026, buying an estimated $26.6K and bringing the position to 4,755 shares worth $1.75M. The position accounts for 0.75% of the portfolio, ranked #35.

Whalen Wealth Management first reported a position in UNH in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.95M in Q2 2026. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Whalen Wealth Management held 4,755 shares of UnitedHealth worth $1.75M as of Q3 2026.
Whalen Wealth Management bought 66 UnitedHealth shares in Q3 2026, an estimated $26.6K.
UnitedHealth made up 0.75% of Whalen Wealth Management's portfolio in Q3 2026, its #35 holding.
Whalen Wealth Management first reported a position in UnitedHealth in Q4 2023 and has held it in 12 quarters since.
Whalen Wealth Management's UnitedHealth position peaked at $1.95M in Q2 2026.
169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.