1W
UNH icon

1776 Wealth’s UnitedHealth UNH Stock Holding History

1776 Wealth’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 		$966K Sell
3,569
-137
-4% -$40.8K 0.38% 49
2025
Q4 		$1.22M Buy
3,706
+18
+0.5% +$6.1K 0.46% 39
2025
Q3 		$1.27M Buy
3,688
+1,248
+51% +$377K 0.49% 40
2025
Q2 		$761K Sell
2,440
-15
-0.6% -$5.73K 0.31% 58
2025
Q1 		$1.29M Buy
2,455
+102
+4% +$52.1K 0.59% 33
2024
Q4 		$1.19M Buy
2,353
+550
+31% +$313K 0.55% 38
2024
Q3 		$1.05M Sell
1,803
-104
-5% -$58.8K 0.47% 39
2024
Q2 		$971K Buy
1,907
+39
+2% +$19.1K 0.44% 43
2024
Q1 		$918K Buy
1,868
+2
+0.1% +$1.02K 0.43% 44
2023
Q4 		$982K Hold
1,866
– – 0.49% 36
2023
Q3 		$941K Hold
1,866
– – 0.5% 35
2023
Q2 		$897K Sell
1,866
-101
-5% -$49.4K 0.47% 37
2023
Q1 		$930K Buy
1,967
+13
+0.7% +$6.27K 0.56% 32
2022
Q4 		$1.04M Buy
1,954
+28
+1% +$14.8K 0.74% 26
2022
Q3 		$972K Hold
1,926
– – 0.74% 27
2022
Q2 		$989K Hold
1,926
– – 0.69% 27
2022
Q1 		$949K Sell
1,926
-224
-10% -$108K 0.55% 33
2021
Q4 		$1.08M Buy
2,150
+24
+1% +$10.9K 0.58% 34
2021
Q3 		$831K Sell
2,126
-487
-19% -$202K 0.47% 36
2021
Q2 		$1.05M Hold
2,613
– – 0.59% 36
2021
Q1 		$948K Sell
2,613
-65
-2% -$22.5K 0.6% 37
2020
Q4 		$939K Buy
2,678
+108
+4% +$36.2K 0.59% 36
2020
Q3 		$801K Sell
2,570
-63
-2% -$19.4K 0.58% 29
2020
Q2 		$776K Sell
2,633
-1,756
-40% -$503K 0.53% 32
2020
Q1 		$1.2M Buy
4,389
+2,518
+135% +$693K 0.51% 34
2019
Q4 		$571K Buy
+1,871
New +$489K 0.49% 35

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

1776 Wealth's UNH Position: Q1 2026 in Review

1776 Wealth reduced its UnitedHealth (UNH) stake by 3.7% in Q1 2026, selling an estimated $40.8K and leaving 3,569 shares worth $966K. The position accounts for 0.38% of the portfolio, ranked #49.

1776 Wealth first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.29M in Q1 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • 1776 Wealth held 3,569 shares of UnitedHealth worth $966K as of Q1 2026.
  • 1776 Wealth sold 137 UnitedHealth shares in Q1 2026, an estimated $40.8K.
  • UnitedHealth made up 0.38% of 1776 Wealth's portfolio in Q1 2026, its #49 holding.
  • 1776 Wealth first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
  • 1776 Wealth's UnitedHealth position peaked at $1.29M in Q1 2025.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.