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 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 $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

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

49 Wealth Management increased its UnitedHealth (UNH) stake by 101% in Q1 2026, buying an estimated $479K and bringing the position to 3,201 shares worth $866K. The position accounts for 0.06% of the portfolio, ranked #85.

49 Wealth Management first reported a position in UNH in Q2 2024 and has held it in 8 quarters since. The position peaked at $922K in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

49 Wealth Management held 3,201 shares of UnitedHealth worth $866K as of Q1 2026.
49 Wealth Management bought 1,609 UnitedHealth shares in Q1 2026, an estimated $479K.
UnitedHealth made up 0.06% of 49 Wealth Management's portfolio in Q1 2026, its #85 holding.
49 Wealth Management first reported a position in UnitedHealth in Q2 2024 and has held it in 8 quarters since.
49 Wealth Management's UnitedHealth position peaked at $922K in Q1 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.