1900 Wealth Management’s UnitedHealth UNH Stock Holding History

1900 Wealth 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 Q2	$242K	Buy	+581	New	+$215K	0.01%	278
2025 Q2	–	Sell	-388	Closed	-$203K	–	217
2025 Q1	$203K	Buy	+388	New	+$198K	0.02%	211
2024 Q1	–	Sell	-675	Closed	-$355K	–	288
2023 Q4	$355K	Sell	675 -37	-5%	-$19.7K	0.03%	233
2023 Q3	$359K	Buy	+712	New	+$350K	0.04%	222
2023 Q2	–	Sell	-401	Closed	-$213K	–	259
2023 Q1	$213K	Hold	401	–	–	0.02%	229
2022 Q4	$213K	Buy	401 +4	+1%	+$2.12K	0.02%	222
2022 Q3	$201K	Hold	397	–	–	0.02%	215
2022 Q2	$204K	Sell	397 -96	-19%	-$48.2K	0.02%	217
2022 Q1	$251K	Hold	493	–	–	0.02%	220
2021 Q4	$248K	Buy	+493	New	+$223K	0.02%	215

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

1900 Wealth Management's UNH Position: Q2 2026 in Review

1900 Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 581 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #278 among its holdings. This is a return to the name: 1900 Wealth Management previously reported a position in UNH as recently as Q1 2025.

1900 Wealth Management first reported a position in UNH in Q4 2021 and has held it in 10 quarters since. The position peaked at $359K in Q3 2023. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

1900 Wealth Management held 581 shares of UnitedHealth worth $242K as of Q2 2026.
UnitedHealth was a new 1900 Wealth Management position in Q2 2026.
UnitedHealth made up 0.01% of 1900 Wealth Management's portfolio in Q2 2026, its #278 holding.
1900 Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 10 quarters since.
1900 Wealth Management's UnitedHealth position peaked at $359K in Q3 2023.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.