Wiser Wealth Management’s UnitedHealth UNH Stock Holding History

Wiser 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	$220K	Sell	598 -120	-17%	-$48.3K	0.04%	69
2026 Q2	$298K	Buy	+718	New	+$266K	0.06%	57
2026 Q1	–	Sell	-621	Closed	-$205K	–	60
2025 Q4	$205K	Sell	621 -52	-8%	-$17.6K	0.05%	53
2025 Q3	$232K	Buy	+673	New	+$204K	0.05%	51
2025 Q2	–	Sell	-469	Closed	-$246K	–	53
2025 Q1	$246K	Sell	469 -13	-3%	-$6.65K	0.07%	45
2024 Q4	$244K	Buy	482 +61	+14%	+$34.7K	0.07%	42
2024 Q3	$246K	Buy	+421	New	+$238K	0.07%	42

Other funds holding UNH

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

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

Wiser Wealth Management reduced its UnitedHealth (UNH) stake by 17% in Q3 2026, selling an estimated $48.3K and leaving 598 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #69.

Wiser Wealth Management first reported a position in UNH in Q3 2024 and has held it in 7 quarters since. The position peaked at $298K in Q2 2026. 1,081 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Wiser Wealth Management held 598 shares of UnitedHealth worth $220K as of Q3 2026.
Wiser Wealth Management sold 120 UnitedHealth shares in Q3 2026, an estimated $48.3K.
UnitedHealth made up 0.04% of Wiser Wealth Management's portfolio in Q3 2026, its #69 holding.
Wiser Wealth Management first reported a position in UnitedHealth in Q3 2024 and has held it in 7 quarters since.
Wiser Wealth Management's UnitedHealth position peaked at $298K in Q2 2026.
1,081 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Wiser Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.