Annis Gardner Whiting Capital Advisors’s UnitedHealth UNH Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$179K	Sell	663 -481	-42%	-$143K	0.03%	321
2025 Q4	$378K	Sell	1,144 -54	-5%	-$18.3K	0.07%	214
2025 Q3	$414K	Buy	1,198 +411	+52%	+$124K	0.09%	195
2025 Q2	$246K	Sell	787 -164	-17%	-$62.7K	0.09%	197
2025 Q1	$498K	Sell	951 -26	-3%	-$13.3K	0.21%	99
2024 Q4	$494K	Sell	977 -40	-4%	-$22.7K	0.14%	130
2024 Q3	$595K	Sell	1,017 -598	-37%	-$338K	0.17%	108
2024 Q2	$823K	Buy	1,615 +44	+3%	+$21.6K	0.23%	85
2024 Q1	$777K	Buy	1,571 +585	+59%	+$297K	0.28%	73
2023 Q4	$519K	Buy	986 +69	+8%	+$36.8K	0.23%	83
2023 Q3	$462K	Buy	+917	New	+$451K	0.25%	79

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

Annis Gardner Whiting Capital Advisors's UNH Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its UnitedHealth (UNH) stake by 42% in Q1 2026, selling an estimated $143K and leaving 663 shares worth $179K. The position accounts for 0.03% of the portfolio, ranked #321.

Annis Gardner Whiting Capital Advisors first reported a position in UNH in Q3 2023 and has held it in 11 quarters since. The position peaked at $823K in Q2 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 663 shares of UnitedHealth worth $179K as of Q1 2026.
Annis Gardner Whiting Capital Advisors sold 481 UnitedHealth shares in Q1 2026, an estimated $143K.
UnitedHealth made up 0.03% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #321 holding.
Annis Gardner Whiting Capital Advisors first reported a position in UnitedHealth in Q3 2023 and has held it in 11 quarters since.
Annis Gardner Whiting Capital Advisors's UnitedHealth position peaked at $823K in Q2 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.