1248 Management’s UnitedHealth UNH Stock Holding History

1248 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 Q1	$22.5K	Hold	83	–	–	0.01%	125
2025 Q4	$27.4K	Hold	83	–	–	0.01%	133
2025 Q3	$28.7K	Buy	+83	New	+$25.1K	0.02%	131
2025 Q2	–	Sell	-154	Closed	-$80.7K	–	181
2025 Q1	$80.7K	Sell	154 -2,865	-95%	-$1.46M	0.03%	96
2024 Q4	$1.53M	Buy	+3,019	New	+$1.72M	0.66%	26

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

1248 Management's UNH Position: Q1 2026 in Review

1248 Management held its UnitedHealth (UNH) position steady in Q1 2026 at 83 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #125.

1248 Management first reported a position in UNH in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.53M in Q4 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

1248 Management held 83 shares of UnitedHealth worth $22.5K as of Q1 2026.
1248 Management left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.01% of 1248 Management's portfolio in Q1 2026, its #125 holding.
1248 Management first reported a position in UnitedHealth in Q4 2024 and has held it in 5 quarters since.
1248 Management's UnitedHealth position peaked at $1.53M in Q4 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on 1248 Management's 13F filing for Q1 2026, filed 15 May 2026.