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Argent Advisors’s UnitedHealth UNH Stock Holding History

Argent 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 		$202K Buy
745
+5
+0.7% +$1.49K 0.06% 170
2025
Q4 		$244K Sell
740
-300
-29% -$102K 0.07% 154
2025
Q3 		$359K Buy
1,040
+391
+60% +$118K 0.11% 123
2025
Q2 		$202K Sell
649
-3
-0.5% -$1.15K 0.06% 148
2025
Q1 		$341K Sell
652
-1,586
-71% -$811K 0.11% 120
2024
Q4 		$1.13M Buy
2,238
+88
+4% +$50K 0.42% 66
2024
Q3 		$1.26M Sell
2,150
-6
-0.3% -$3.39K 0.47% 59
2024
Q2 		$1.1M Buy
2,156
+63
+3% +$30.9K 0.44% 64
2024
Q1 		$1.04M Buy
2,093
+193
+10% +$98.1K 0.41% 66
2023
Q4 		$1M Sell
1,900
-4
-0.2% -$2.13K 0.44% 64
2023
Q3 		$960K Buy
1,904
+11
+0.6% +$5.41K 0.44% 58
2023
Q2 		$910K Buy
1,893
+101
+6% +$49.4K 0.42% 64
2023
Q1 		$847K Buy
1,792
+14
+0.8% +$6.76K 0.4% 67
2022
Q4 		$943K Sell
1,778
-1
-0.1% -$530 0.49% 58
2022
Q3 		$899K Sell
1,779
-116
-6% -$61K 0.52% 52
2022
Q2 		$973K Buy
1,895
+37
+2% +$18.6K 0.55% 54
2022
Q1 		$948K Buy
1,858
+76
+4% +$36.7K 0.51% 59
2021
Q4 		$895K Sell
1,782
-58
-3% -$26.3K 0.48% 62
2021
Q3 		$719K Buy
1,840
+73
+4% +$30.2K 0.41% 67
2021
Q2 		$708K Buy
1,767
+111
+7% +$44.3K 0.43% 68
2021
Q1 		$616K Sell
1,656
-237
-13% -$82.1K 0.4% 74
2020
Q4 		$664K Buy
1,893
+13
+0.7% +$4.36K 0.41% 67
2020
Q3 		$586K Buy
1,880
+141
+8% +$43.3K 0.4% 71
2020
Q2 		$512K Buy
1,739
+623
+56% +$179K 0.39% 68
2020
Q1 		$278K Buy
1,116
+637
+133% +$175K 0.28% 87
2019
Q4 		$141K Buy
+479
New +$125K 0.11% 128

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

Argent Advisors's UNH Position: Q1 2026 in Review

Argent Advisors increased its UnitedHealth (UNH) stake by 0.68% in Q1 2026, buying an estimated $1.49K and bringing the position to 745 shares worth $202K. The position accounts for 0.06% of the portfolio, ranked #170.

Argent Advisors first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.26M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Argent Advisors held 745 shares of UnitedHealth worth $202K as of Q1 2026.
  • Argent Advisors bought 5 UnitedHealth shares in Q1 2026, an estimated $1.49K.
  • UnitedHealth made up 0.06% of Argent Advisors's portfolio in Q1 2026, its #170 holding.
  • Argent Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
  • Argent Advisors's UnitedHealth position peaked at $1.26M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Argent Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.