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UnitedHealth
UNH
Market cap
$340B
Overview
Fund Trends
Fund Holders
379.30
USD
+8.35
2.25%
At close
Updated
Oct 9, 4:00 PM EDT
Pre-market
After hours
379.98
+0.68
0.18%
1D
5D
1M
3M
6M
YTD
1Y
5Y
10Y
1 day
2.25%
5 days
1.87%
1 month
-3.5%
3 months
-12.13%
6 months
23.59%
Year to date
12.75%
1 year
3.16%
5 years
-6.34%
10 years
174.7%
2026 Q2
2026 Q1
2025 Q4
2025 Q3
2025 Q2
2025 Q1
2024 Q4
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
2018 Q3
2018 Q2
2018 Q1
2017 Q4
2017 Q3
2017 Q2
2017 Q1
2016 Q4
2016 Q3
2016 Q2
2016 Q1
2015 Q4
2015 Q3
2015 Q2
2015 Q1
2014 Q4
2014 Q3
2014 Q2
2014 Q1
2013 Q4
2013 Q3
2013 Q2
Trade Type
New
Increased
Maintained
Reduced
Closed
Fund AUM
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Portfolio Turnover
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
Clear
#
Name
Holding
Trade Value
Shares
Change
Change in
Stake
726
JIM
726
Jensen Investment Management
Lake Oswego,
Oregon
$520K
+$5.07K
+60
+1%
727
IAS
727
IMA Advisory Services
Denver,
Colorado
$520K
+$35.5K
+420
+7%
728
NAMA
728
Nikko Asset Management Americas
New York
$519K
–
–
–
729
ATC
729
Argent Trust Company
Ruston,
Louisiana
$515K
-$32.5K
-384
-6%
730
RFA
730
Reilly Financial Advisors
La Mesa,
California
$513K
+$167K
+1,975
+50%
731
CCA
731
Checchi Capital Advisers
Beverly Hills,
California
$512K
+$211K
+2,492
+72%
732
BDF
732
Balasa Dinverno & Foltz
$504K
+$6.17K
+73
+1%
733
BFS
733
Bradley Foster & Sargent
Hartford,
Connecticut
$501K
-$25.4K
-300
-5%
734
CCM
734
Check Capital Management
Costa Mesa,
California
$500K
–
–
–
735
LG
735
Laidlaw Group
Bedford Hills,
New York
$500K
–
–
–
736
RBC
736
Ronald Blue & Co
Roswell,
Georgia
$494K
-$30.5K
-361
-6%
737
PL
737
Plancorp LLC
Saint Louis,
Missouri
$491K
+$481K
+5,695
New
738
VWM
738
Vector Wealth Management
Minneapolis,
Minnesota
$489K
+$592
+7
+0.1%
739
HRIA
739
Haberer Registered Investment Advisor
Cincinnati,
Ohio
$488K
-$19.7K
-233
-4%
740
LCM
740
LVM Capital Management
Portage,
Michigan
$486K
–
–
–
741
MWR
741
McAdams Wright Ragen
Seattle,
Washington
$483K
-$91.4K
-1,082
-16%
742
WIS
742
Wright Investors Service
Shelton,
Connecticut
$480K
+$20.7K
+245
+5%
743
DWT
743
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
$479K
+$12.3K
+145
+3%
744
GLI
744
Guardian Life Insurance
New York
$477K
-$7.18K
-85
-2%
745
745
Millennium Management
New York
$475K
+$466K
+5,511
New
746
CCMG
746
Clark Capital Management Group
Philadelphia,
Pennsylvania
$473K
+$21K
+249
+5%
747
RCAG
747
Rehmann Capital Advisory Group
Lansing,
Michigan
$466K
-$1.61K
-19
-0.4%
748
OC
748
Oarsman Capital
Milwaukee,
Wisconsin
$462K
+$26.3K
+311
+6%
749
WSCM
749
Wellington Shields Capital Management
New York
$459K
–
–
–
750
750
Two Sigma Advisers
New York
$458K
-$2.42M
-28,600
-84%
1
28
29
30
31
32
41
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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