Arete Wealth Advisors’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 | – | Sell |
-6,002
| Closed | -$1.98M | – | 712 |
|
|
2025
Q4 | $1.98M | Buy |
6,002
+308
| +5% | +$104K | 0.12% | 179 |
|
|
2025
Q3 | $1.97M | Sell |
5,694
-1,057
| -16% | -$320K | 0.12% | 169 |
|
|
2025
Q2 | $2.11M | Sell |
6,751
-46
| -0.7% | -$17.6K | 0.15% | 133 |
|
|
2025
Q1 | $3.56M | Buy |
6,797
+115
| +2% | +$58.8K | 0.27% | 84 |
|
|
2024
Q4 | $3.38M | Buy |
6,682
+1,681
| +34% | +$955K | 0.24% | 87 |
|
|
2024
Q3 | $2.92M | Buy |
5,001
+79
| +2% | +$44.7K | 0.25% | 83 |
|
|
2024
Q2 | $2.47M | Buy |
+4,922
| New | +$2.41M | 0.2% | 105 |
|
|
2024
Q1 | – | Sell |
-4,489
| Closed | -$2.36M | – | 715 |
|
|
2023
Q4 | $2.36M | Buy |
+4,489
| New | +$2.39M | 0.18% | 121 |
|
|
2023
Q3 | – | Sell |
-4,055
| Closed | -$1.95M | – | 716 |
|
|
2023
Q2 | $1.95M | Sell |
4,055
-1,291
| -24% | -$631K | 0.17% | 127 |
|
|
2023
Q1 | $2.53M | Buy |
5,346
+179
| +3% | +$86.4K | 0.21% | 101 |
|
|
2022
Q4 | $2.74B | Sell |
5,167
-194
| -4% | -$103K | 0.24% | 87 |
|
|
2022
Q3 | $2.71M | Buy |
5,361
+2,518
| +89% | +$1.32M | 0.26% | 77 |
|
|
2022
Q2 | $1.46M | Buy |
2,843
+88
| +3% | +$44.2K | 0.15% | 114 |
|
|
2022
Q1 | $1.41M | Sell |
2,755
-1,039
| -27% | -$501K | 0.12% | 142 |
|
|
2021
Q4 | $1.91M | Sell |
3,794
-2
| -0.1% | -$905 | 0.16% | 120 |
|
|
2021
Q3 | $1.48M | Sell |
3,796
-321
| -8% | -$133K | 0.16% | 122 |
|
|
2021
Q2 | $1.51M | Sell |
4,117
-245
| -6% | -$97.7K | 0.21% | 93 |
|
|
2021
Q1 | $1.62M | Buy |
4,362
+2,239
| +105% | +$776K | 0.21% | 105 |
|
|
2020
Q4 | $744K | Sell |
2,123
-3,693
| -63% | -$1.24M | 0.11% | 180 |
|
|
2020
Q3 | $1.81M | Sell |
5,816
-42
| -0.7% | -$12.9K | 0.27% | 89 |
|
|
2020
Q2 | $1.73M | Sell |
5,858
-526
| -8% | -$151K | 0.3% | 87 |
|
|
2020
Q1 | $1.59M | Buy |
6,384
+218
| +4% | +$60K | 0.31% | 77 |
|
|
2019
Q4 | $1.81M | Sell |
6,166
-428
| -6% | -$112K | 0.31% | 81 |
|
|
2019
Q3 | $1.43M | Buy |
6,594
+899
| +16% | +$217K | 0.27% | 88 |
|
|
2019
Q2 | $1.39M | Buy |
5,695
+495
| +10% | +$119K | 0.27% | 89 |
|
|
2019
Q1 | $1.28M | Buy |
5,200
+1,821
| +54% | +$464K | 0.27% | 90 |
|
|
2018
Q4 | $842K | Buy |
3,379
+1,916
| +131% | +$506K | 0.2% | 125 |
|
|
2018
Q3 | $389K | Buy |
1,463
+188
| +15% | +$48.9K | 0.09% | 222 |
|
|
2018
Q2 | $313K | Buy |
+1,275
| New | +$306K | 0.07% | 261 |
|
|
2018
Q1 | – | Sell |
-1,054
| Closed | -$232K | – | 346 |
|
|
2017
Q4 | $232K | Sell |
1,054
-50
| -5% | -$10.6K | 0.08% | 274 |
|
|
2017
Q3 | $216K | Buy |
+1,104
| New | +$213K | 0.09% | 240 |
|
Other funds holding UNH
VCM
VPM
Arete Wealth Advisors's UNH Position: Q1 2026 in Review
Arete Wealth Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 6,002 shares — an estimated $1.98M sold.
Arete Wealth Advisors first reported a position in UNH in Q3 2017 and held it in 31 quarters. The position peaked at $2.74B in Q4 2022. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Arete Wealth Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
- Arete Wealth Advisors sold 6,002 UnitedHealth shares in Q1 2026, an estimated $1.98M.
- Arete Wealth Advisors first reported a position in UnitedHealth in Q3 2017 and held it in 31 quarters.
- Arete Wealth Advisors's UnitedHealth position peaked at $2.74B in Q4 2022.
- 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.