World Equity Group
UNH icon

World Equity Group’s UnitedHealth UNH Stock Holding History

World Equity 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 		$983K Sell
2,648
-29
-1% -$11.7K 0.41% 54
2026
Q2 		$1.11M Buy
2,677
+172
+7% +$63.8K 0.25% 87
2026
Q1 		$678K Sell
2,505
-205
-8% -$61K 0.18% 138
2025
Q4 		$894K Sell
2,710
-45
-2% -$15.2K 0.25% 91
2025
Q3 		$954K Buy
+2,755
New +$833K 0.22% 100
2025
Q2 		– Sell
-816
Closed -$438K – 354
2025
Q1 		$438K Sell
816
-1,254
-61% -$641K 0.13% 170
2024
Q4 		$1.05M Buy
2,070
+1,077
+108% +$612K 0.22% 99
2024
Q3 		$580K Buy
993
+89
+10% +$50.3K 0.21% 111
2024
Q2 		$460K Sell
904
-127
-12% -$62.2K 0.14% 163
2024
Q1 		$510K Sell
1,031
-714
-41% -$363K 0.1% 182
2023
Q4 		$918K Buy
1,745
+270
+18% +$144K 0.18% 122
2023
Q3 		$745K Buy
1,475
+148
+11% +$72.8K 0.15% 151
2023
Q2 		$638K Sell
1,327
-3,050
-70% -$1.49M 0.19% 139
2023
Q1 		$452K Buy
4,377
+2,889
+194% +$1.39M 0.07% 300
2022
Q4 		$789K Buy
1,488
+1
+0.1% +$530 0.19% 129
2022
Q3 		$751K Sell
1,487
-1,019
-41% -$536K 0.19% 124
2022
Q2 		$1.29M Buy
2,506
+50
+2% +$25.1K 0.32% 87
2022
Q1 		$1.25M Buy
+2,456
New +$1.18M 0.27% 103

Other funds holding UNH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

World Equity Group's UNH Position: Q3 2026 in Review

World Equity Group reduced its UnitedHealth (UNH) stake by 1.1% in Q3 2026, selling an estimated $11.7K and leaving 2,648 shares worth $983K. The position accounts for 0.41% of the portfolio, ranked #54.

World Equity Group first reported a position in UNH in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.29M in Q2 2022. 788 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • World Equity Group held 2,648 shares of UnitedHealth worth $983K as of Q3 2026.
  • World Equity Group sold 29 UnitedHealth shares in Q3 2026, an estimated $11.7K.
  • UnitedHealth made up 0.41% of World Equity Group's portfolio in Q3 2026, its #54 holding.
  • World Equity Group first reported a position in UnitedHealth in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's UnitedHealth position peaked at $1.29M in Q2 2022.
  • 788 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.