49 Wealth Management’s UnitedHealth UNH Stock Holding History

49 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 Q3	$1.51M	Buy	+4,119	New	+$1.66M	0.09%	62
2026 Q2	–	Sell	-3,201	Closed	-$866K	–	289
2026 Q1	$866K	Buy	3,201 +1,609	+101%	+$479K	0.06%	85
2025 Q4	$526K	Buy	1,592 +735	+86%	+$249K	0.04%	106
2025 Q3	$296K	Sell	857 -1,274	-60%	-$385K	0.03%	150
2025 Q2	$665K	Buy	2,131 +371	+21%	+$142K	0.07%	76
2025 Q1	$922K	Buy	1,760 +507	+40%	+$259K	0.11%	63
2024 Q4	$634K	Buy	1,253 +94	+8%	+$53.4K	0.09%	69
2024 Q3	$678K	Buy	1,159 +584	+102%	+$330K	0.11%	69
2024 Q2	$285K	Buy	+575	New	+$282K	0.06%	115

Other funds holding UNH

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

49 Wealth Management's UNH Position: Q3 2026 in Review

49 Wealth Management opened a new position in UnitedHealth (UNH) in Q3 2026: 4,119 shares worth $1.51M. The stake represents 0.09% of the portfolio and ranks #62 among its holdings. This is a return to the name: 49 Wealth Management previously reported a position in UNH as recently as Q1 2026.

49 Wealth Management first reported a position in UNH in Q2 2024 and has held it in 9 quarters since. 2,861 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

49 Wealth Management held 4,119 shares of UnitedHealth worth $1.51M as of Q3 2026.
UnitedHealth was a new 49 Wealth Management position in Q3 2026.
UnitedHealth made up 0.09% of 49 Wealth Management's portfolio in Q3 2026, its #62 holding.
49 Wealth Management first reported a position in UnitedHealth in Q2 2024 and has held it in 9 quarters since.
2,861 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on 49 Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.