Williams & Novak’s UnitedHealth UNH Stock Holding History

Williams & Novak’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	$285K	Hold	776	–	–	0.17%	103
2026 Q2	$323K	Buy	776 +35	+5%	+$13K	0.21%	96
2026 Q1	$203K	Buy	741 +19	+3%	+$5.66K	0.15%	107
2025 Q4	$238K	Buy	722 +30	+4%	+$10.2K	0.18%	97
2025 Q3	$239K	Sell	692 -749	-52%	-$227K	0.18%	103
2025 Q2	$450K	Buy	1,441 +769	+114%	+$294K	0.38%	69
2025 Q1	$352K	Hold	672	–	–	0.34%	72
2024 Q4	$340K	Hold	672	–	–	0.33%	73
2024 Q3	$393K	Hold	672	–	–	0.37%	71
2024 Q2	$342K	Sell	672 -22	-3%	-$10.8K	0.32%	75
2024 Q1	$365K	Hold	694	–	–	0.42%	57
2023 Q4	$365K	Buy	+694	New	+$370K	0.42%	57

Other funds holding UNH

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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

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

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Williams & Novak's UNH Position: Q3 2026 in Review

Williams & Novak held its UnitedHealth (UNH) position steady in Q3 2026 at 776 shares worth $285K. The position accounts for 0.17% of the portfolio, ranked #103.

Williams & Novak first reported a position in UNH in Q4 2023 and has held it in 12 quarters since. The position peaked at $450K in Q2 2025. 2,100 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Williams & Novak held 776 shares of UnitedHealth worth $285K as of Q3 2026.
Williams & Novak left its UnitedHealth share count unchanged in Q3 2026.
UnitedHealth made up 0.17% of Williams & Novak's portfolio in Q3 2026, its #103 holding.
Williams & Novak first reported a position in UnitedHealth in Q4 2023 and has held it in 12 quarters since.
Williams & Novak's UnitedHealth position peaked at $450K in Q2 2025.
2,100 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.