Winthrop Advisory Group
UNH icon

Winthrop Advisory Group’s UnitedHealth UNH Stock Holding History

Winthrop Advisory Group’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 		$498K Sell
1,356
-151
-10% -$60.8K 0.03% 122
2026
Q2 		$626K Buy
1,507
+18
+1% +$6.67K 0.04% 109
2026
Q1 		$403K Buy
1,489
+167
+13% +$49.7K 0.03% 119
2025
Q4 		$437K Sell
1,322
-131
-9% -$44.4K 0.04% 114
2025
Q3 		$502K Sell
1,453
-92
-6% -$27.8K 0.04% 105
2025
Q2 		$482K Buy
1,545
+359
+30% +$137K 0.05% 104
2025
Q1 		$621K Sell
1,186
-115
-9% -$58.8K 0.07% 76
2024
Q4 		$658K Buy
1,301
+31
+2% +$17.6K 0.08% 80
2024
Q3 		$742K Sell
1,270
-54
-4% -$30.5K 0.09% 70
2024
Q2 		$674K Buy
1,324
+75
+6% +$36.8K 0.09% 66
2024
Q1 		$618K Sell
1,249
-13
-1% -$6.61K 0.09% 70
2023
Q4 		$664K Buy
1,262
+142
+13% +$75.7K 0.1% 65
2023
Q3 		$565K Buy
1,120
+1
+0.1% +$492 0.09% 63
2023
Q2 		$538K Buy
1,119
+181
+19% +$88.5K 0.09% 70
2023
Q1 		$443K Buy
938
+14
+2% +$6.76K 0.08% 74
2022
Q4 		$490K Sell
924
-14
-1% -$7.42K 0.09% 69
2022
Q3 		$474K Sell
938
-9
-1% -$4.73K 0.1% 61
2022
Q2 		$486K Sell
947
-6
-0.6% -$3.01K 0.11% 60
2022
Q1 		$486K Buy
953
+16
+2% +$7.72K 0.1% 72
2021
Q4 		$471K Buy
937
+140
+18% +$63.4K 0.09% 72
2021
Q3 		$311K Sell
797
-212
-21% -$87.8K 0.07% 97
2021
Q2 		$404K Sell
1,009
-254
-20% -$101K 0.09% 77
2021
Q1 		$470K Buy
1,263
+108
+9% +$37.4K 0.12% 62
2020
Q4 		$405K Buy
1,155
+292
+34% +$97.9K 0.11% 72
2020
Q3 		$269K Sell
863
-4
-0.5% -$1.23K 0.08% 92
2020
Q2 		$258K Buy
867
+1
+0.1% +$287 0.09% 73
2020
Q1 		$216K Sell
866
-122
-12% -$33.6K 0.09% 77
2019
Q4 		$290K Buy
+988
New +$258K 0.1% 83
2019
Q3 		– Sell
-919
Closed -$224K – 97
2019
Q2 		$224K Buy
+919
New +$221K 0.09% 81

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Winthrop Advisory Group's UNH Position: Q3 2026 in Review

Winthrop Advisory Group reduced its UnitedHealth (UNH) stake by 10% in Q3 2026, selling an estimated $60.8K and leaving 1,356 shares worth $498K. The position accounts for 0.03% of the portfolio, ranked #122.

Winthrop Advisory Group first reported a position in UNH in Q2 2019 and has held it in 29 quarters since. The position peaked at $742K in Q3 2024. 2,218 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Winthrop Advisory Group held 1,356 shares of UnitedHealth worth $498K as of Q3 2026.
  • Winthrop Advisory Group sold 151 UnitedHealth shares in Q3 2026, an estimated $60.8K.
  • UnitedHealth made up 0.03% of Winthrop Advisory Group's portfolio in Q3 2026, its #122 holding.
  • Winthrop Advisory Group first reported a position in UnitedHealth in Q2 2019 and has held it in 29 quarters since.
  • Winthrop Advisory Group's UnitedHealth position peaked at $742K in Q3 2024.
  • 2,218 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.