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Angeles Wealth Management’s UnitedHealth UNH Stock Holding History

Angeles 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 		$850K Sell
3,142
-30
-0.9% -$8.93K 0.05% 157
2025
Q4 		$1.05M Buy
3,172
+502
+19% +$170K 0.06% 135
2025
Q3 		$922K Buy
2,670
+1,587
+147% +$480K 0.06% 119
2025
Q2 		$338K Sell
1,083
-1,439
-57% -$550K 0.02% 240
2025
Q1 		$1.32M Sell
2,522
-125
-5% -$63.9K 0.11% 69
2024
Q4 		$1.34M Sell
2,647
-64
-2% -$36.4K 0.11% 67
2024
Q3 		$1.59M Buy
2,711
+105
+4% +$59.4K 0.14% 60
2024
Q2 		$1.33M Buy
2,606
+426
+20% +$209K 0.12% 62
2024
Q1 		$1.08M Buy
2,180
+537
+33% +$273K 0.11% 66
2023
Q4 		$865K Buy
1,643
+195
+13% +$104K 0.11% 74
2023
Q3 		$730K Sell
1,448
-341
-19% -$168K 0.1% 73
2023
Q2 		$860K Sell
1,789
-266
-13% -$130K 0.12% 76
2023
Q1 		$971K Sell
2,055
-2,573
-56% -$1.24M 0.14% 73
2022
Q4 		$2.45M Sell
4,628
-122
-3% -$64.6K 0.43% 31
2022
Q3 		$2.4M Buy
4,750
+281
+6% +$148K 0.47% 29
2022
Q2 		$2.29M Buy
4,469
+718
+19% +$361K 0.46% 30
2022
Q1 		$1.91M Buy
+3,751
New +$1.81M 0.36% 32

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

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

Angeles Wealth Management reduced its UnitedHealth (UNH) stake by 0.95% in Q1 2026, selling an estimated $8.93K and leaving 3,142 shares worth $850K. The position accounts for 0.05% of the portfolio, ranked #157.

Angeles Wealth Management first reported a position in UNH in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.45M in Q4 2022. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Angeles Wealth Management held 3,142 shares of UnitedHealth worth $850K as of Q1 2026.
  • Angeles Wealth Management sold 30 UnitedHealth shares in Q1 2026, an estimated $8.93K.
  • UnitedHealth made up 0.05% of Angeles Wealth Management's portfolio in Q1 2026, its #157 holding.
  • Angeles Wealth Management first reported a position in UnitedHealth in Q1 2022 and has held it in 17 quarters since.
  • Angeles Wealth Management's UnitedHealth position peaked at $2.45M in Q4 2022.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.