Whelan Financial
UNH icon

Whelan Financial’s UnitedHealth UNH Stock Holding History

Whelan Financial’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 		$320K Buy
873
+151
+21% +$60.8K 0.08% 78
2026
Q2 		$300K Buy
+722
New +$268K 0.08% 77
2026
Q1 		– Sell
-617
Closed -$204K – 97
2025
Q4 		$204K Sell
617
-141
-19% -$47.8K 0.06% 91
2025
Q3 		$262K Buy
+758
New +$229K 0.08% 74
2025
Q2 		– Sell
-403
Closed -$211K – 67
2025
Q1 		$211K Sell
403
-42
-9% -$21.5K 0.08% 60
2024
Q4 		$225K Buy
+445
New +$253K 0.09% 54

Other funds holding UNH

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Whelan Financial's UNH Position: Q3 2026 in Review

Whelan Financial increased its UnitedHealth (UNH) stake by 21% in Q3 2026, buying an estimated $60.8K and bringing the position to 873 shares worth $320K. The position accounts for 0.08% of the portfolio, ranked #78.

Whelan Financial first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. 1,608 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Whelan Financial held 873 shares of UnitedHealth worth $320K as of Q3 2026.
  • Whelan Financial bought 151 UnitedHealth shares in Q3 2026, an estimated $60.8K.
  • UnitedHealth made up 0.08% of Whelan Financial's portfolio in Q3 2026, its #78 holding.
  • Whelan Financial first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • 1,608 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.