YANKCOM Partnership’s UnitedHealth UNH Stock Holding History

YANKCOM Partnership’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	$248K	Sell	676 -11	-2%	-$4.43K	0.09%	135
2026 Q2	$286K	Buy	687 +413	+151%	+$153K	0.1%	128
2026 Q1	$74.1K	Sell	274 -26	-9%	-$7.74K	0.03%	175
2025 Q4	$99K	Buy	300 +38	+15%	+$12.9K	0.04%	170
2025 Q3	$90.5K	Sell	262 -248	-49%	-$75K	0.04%	170
2025 Q2	$159K	Sell	510 -24	-4%	-$9.17K	0.08%	145
2025 Q1	$280K	Sell	534 -1,631	-75%	-$834K	0.15%	118
2024 Q4	$1.1M	Buy	+2,165	New	+$1.23M	0.59%	45

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

YANKCOM Partnership's UNH Position: Q3 2026 in Review

YANKCOM Partnership reduced its UnitedHealth (UNH) stake by 1.6% in Q3 2026, selling an estimated $4.43K and leaving 676 shares worth $248K. The position accounts for 0.09% of the portfolio, ranked #135.

YANKCOM Partnership first reported a position in UNH in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.1M in Q4 2024. 2,218 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

YANKCOM Partnership held 676 shares of UnitedHealth worth $248K as of Q3 2026.
YANKCOM Partnership sold 11 UnitedHealth shares in Q3 2026, an estimated $4.43K.
UnitedHealth made up 0.09% of YANKCOM Partnership's portfolio in Q3 2026, its #135 holding.
YANKCOM Partnership first reported a position in UnitedHealth in Q4 2024 and has held it in 8 quarters since.
YANKCOM Partnership's UnitedHealth position peaked at $1.1M in Q4 2024.
2,218 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.