4WM
UNH icon

44 Wealth Management’s UnitedHealth UNH Stock Holding History

44 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
Q1 		$351K Sell
1,298
-432
-25% -$129K 0.12% 153
2025
Q4 		$571K Buy
1,730
+385
+29% +$130K 0.19% 134
2025
Q3 		$464K Sell
1,345
-795
-37% -$240K 0.16% 146
2025
Q2 		$668K Buy
2,140
+630
+42% +$241K 0.24% 123
2025
Q1 		$791K Buy
1,510
+201
+15% +$103K 0.3% 104
2024
Q4 		$662K Buy
1,309
+21
+2% +$11.9K 0.25% 109
2024
Q3 		$727K Buy
+1,288
New +$729K 0.26% 109
2023
Q2 		$750K Sell
1,560
-34
-2% -$16.6K 0.26% 84
2023
Q1 		$753K Sell
1,594
-291
-15% -$140K 0.26% 86
2022
Q4 		$999K Sell
1,885
-157
-8% -$83.2K 0.35% 72
2022
Q3 		$1.03M Sell
2,042
-958
-32% -$504K 0.42% 63
2022
Q2 		$1.54M Buy
3,000
+262
+10% +$132K 0.6% 47
2022
Q1 		$1.4M Sell
2,738
-252
-8% -$122K 0.5% 54
2021
Q4 		$1.5M Sell
2,990
-50
-2% -$22.6K 0.52% 49
2021
Q3 		$1.19M Buy
3,040
+282
+10% +$117K 0.45% 57
2021
Q2 		$1.1M Buy
2,758
+85
+3% +$33.9K 0.42% 61
2021
Q1 		$995K Buy
2,673
+1,163
+77% +$403K 0.42% 58
2020
Q4 		$530K Buy
+1,510
New +$506K 0.24% 91

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

44 Wealth Management's UNH Position: Q1 2026 in Review

44 Wealth Management reduced its UnitedHealth (UNH) stake by 25% in Q1 2026, selling an estimated $129K and leaving 1,298 shares worth $351K. The position accounts for 0.12% of the portfolio, ranked #153.

44 Wealth Management first reported a position in UNH in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.54M in Q2 2022. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • 44 Wealth Management held 1,298 shares of UnitedHealth worth $351K as of Q1 2026.
  • 44 Wealth Management sold 432 UnitedHealth shares in Q1 2026, an estimated $129K.
  • UnitedHealth made up 0.12% of 44 Wealth Management's portfolio in Q1 2026, its #153 holding.
  • 44 Wealth Management first reported a position in UnitedHealth in Q4 2020 and has held it in 18 quarters since.
  • 44 Wealth Management's UnitedHealth position peaked at $1.54M in Q2 2022.
  • 3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.