Arax Advisory Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.53M | Sell |
12,874
-7,018
| -35% | -$2.09M | 0.1% | 178 |
|
|
2025
Q4 | $6.57M | Sell |
19,892
-16,662
| -46% | -$5.65M | 0.19% | 103 |
|
|
2025
Q3 | $12.6M | Buy |
36,554
+28,694
| +365% | +$8.68M | 0.18% | 77 |
|
|
2025
Q2 | $2.45M | Buy |
7,860
+3,895
| +98% | +$1.49M | 0.11% | 135 |
|
|
2025
Q1 | $2.08M | Sell |
3,965
-158
| -4% | -$80.8K | 0.13% | 111 |
|
|
2024
Q4 | $2.09M | Buy |
4,123
+1,949
| +90% | +$1.11M | 0.13% | 103 |
|
|
2024
Q3 | $1.27M | Buy |
2,174
+107
| +5% | +$60.5K | 0.11% | 100 |
|
|
2024
Q2 | $1.05M | Buy |
2,067
+101
| +5% | +$49.5K | 0.1% | 115 |
|
|
2024
Q1 | $973K | Sell |
1,966
-253
| -11% | -$129K | 0.1% | 107 |
|
|
2023
Q4 | $1.17M | Buy |
2,219
+242
| +12% | +$129K | 0.13% | 91 |
|
|
2023
Q3 | $997K | Buy |
1,977
+303
| +18% | +$149K | 0.12% | 95 |
|
|
2023
Q2 | $805K | Buy |
1,674
+61
| +4% | +$29.8K | 0.1% | 92 |
|
|
2023
Q1 | $763K | Buy |
1,613
+203
| +14% | +$98K | 0.1% | 91 |
|
|
2022
Q4 | $748K | Sell |
1,410
-167
| -11% | -$88.5K | 0.1% | 90 |
|
|
2022
Q3 | $797K | Buy |
1,577
+9
| +0.6% | +$4.73K | 0.13% | 77 |
|
|
2022
Q2 | $805K | Buy |
1,568
+60
| +4% | +$30.1K | 0.12% | 81 |
|
|
2022
Q1 | $769K | Sell |
1,508
-13
| -0.9% | -$6.27K | 0.1% | 82 |
|
|
2021
Q4 | $764K | Buy |
1,521
+429
| +39% | +$194K | 0.1% | 87 |
|
|
2021
Q3 | $427K | Sell |
1,092
-7
| -0.6% | -$2.9K | 0.06% | 110 |
|
|
2021
Q2 | $440K | Buy |
+1,099
| New | +$438K | 0.06% | 116 |
|
|
2020
Q4 | $386K | Buy |
1,102
+71
| +7% | +$23.8K | 0.06% | 110 |
|
|
2020
Q3 | $321K | Buy |
1,031
+50
| +5% | +$15.4K | 0.05% | 113 |
|
|
2020
Q2 | $289K | Buy |
981
+34
| +4% | +$9.74K | 0.05% | 114 |
|
|
2020
Q1 | $236K | Sell |
947
-63
| -6% | -$17.3K | 0.05% | 122 |
|
|
2019
Q4 | $297K | Buy |
1,010
+2
| +0.2% | +$523 | 0.09% | 103 |
|
|
2019
Q3 | $219K | Sell |
1,008
-1
| -0.1% | -$241 | 0.07% | 136 |
|
|
2019
Q2 | $246K | Buy |
+1,009
| New | +$243K | 0.08% | 120 |
|
|
2018
Q4 | $278K | Sell |
1,116
-248
| -18% | -$65.5K | 0.11% | 94 |
|
|
2018
Q3 | $363K | Sell |
1,364
-1,164
| -46% | -$303K | 0.15% | 80 |
|
|
2018
Q2 | $620K | Buy |
2,528
+208
| +9% | +$49.9K | 0.27% | 43 |
|
|
2018
Q1 | $496K | Sell |
2,320
-87
| -4% | -$19.9K | 0.26% | 43 |
|
|
2017
Q4 | $530K | Sell |
2,407
-42
| -2% | -$8.9K | 0.23% | 37 |
|
|
2017
Q3 | $479K | Sell |
2,449
-83
| -3% | -$16K | 0.23% | 35 |
|
|
2017
Q2 | $469K | Buy |
2,532
+527
| +26% | +$92.4K | 0.22% | 37 |
|
|
2017
Q1 | $328K | Buy |
2,005
+551
| +38% | +$90.2K | 0.16% | 45 |
|
|
2016
Q4 | $233K | Buy |
+1,454
| New | +$217K | 0.12% | 52 |
|
Other funds holding UNH
VCM
VPM
Arax Advisory Partners's UNH Position: Q1 2026 in Review
Arax Advisory Partners reduced its UnitedHealth (UNH) stake by 35% in Q1 2026, selling an estimated $2.09M and leaving 12,874 shares worth $3.53M. The position accounts for 0.1% of the portfolio, ranked #178.
Arax Advisory Partners first reported a position in UNH in Q4 2016 and has held it in 36 quarters since. The position peaked at $12.6M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Arax Advisory Partners held 12,874 shares of UnitedHealth worth $3.53M as of Q1 2026.
- Arax Advisory Partners sold 7,018 UnitedHealth shares in Q1 2026, an estimated $2.09M.
- UnitedHealth made up 0.1% of Arax Advisory Partners's portfolio in Q1 2026, its #178 holding.
- Arax Advisory Partners first reported a position in UnitedHealth in Q4 2016 and has held it in 36 quarters since.
- Arax Advisory Partners's UnitedHealth position peaked at $12.6M in Q3 2025.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.