James T. Borello RIA’s UnitedHealth UNH Stock Holding History

James T. Borello RIA’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	$104K	Buy	284 +10	+4%	+$4.03K	0.02%	168
2026 Q2	$114K	Buy	274 +19	+7%	+$7.04K	0.02%	158
2026 Q1	$69K	Buy	255 +102	+67%	+$30.4K	0.02%	187
2025 Q4	$50.5K	Buy	153 +46	+43%	+$15.6K	0.01%	175
2025 Q3	$36.9K	Buy	107 +102	+2,040%	+$30.8K	0.01%	177
2025 Q2	$1.56K	Buy	+5	New	+$1.91K	﹤0.01%	265

Other funds holding UNH

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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

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

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

James T. Borello RIA's UNH Position: Q3 2026 in Review

James T. Borello RIA increased its UnitedHealth (UNH) stake by 3.6% in Q3 2026, buying an estimated $4.03K and bringing the position to 284 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #168.

James T. Borello RIA first reported a position in UNH in Q2 2025 and has held it in 6 quarters since. The position peaked at $114K in Q2 2026. 531 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

James T. Borello RIA held 284 shares of UnitedHealth worth $104K as of Q3 2026.
James T. Borello RIA bought 10 UnitedHealth shares in Q3 2026, an estimated $4.03K.
UnitedHealth made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #168 holding.
James T. Borello RIA first reported a position in UnitedHealth in Q2 2025 and has held it in 6 quarters since.
James T. Borello RIA's UnitedHealth position peaked at $114K in Q2 2026.
531 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.