Asset One Wealth Management’s UnitedHealth UNH Stock Holding History

Asset One 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	$477K	Buy	+1,378	New	+$410K	0.05%	224

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

Asset One Wealth Management's UNH Position: Q1 2026 in Review

Asset One Wealth Management opened a new position in UnitedHealth (UNH) in Q1 2026: 1,378 shares worth $477K. The stake represents 0.05% of the portfolio and ranks #224 among its holdings.

3,018 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Asset One Wealth Management held 1,378 shares of UnitedHealth worth $477K as of Q1 2026.
UnitedHealth was a new Asset One Wealth Management position in Q1 2026.
UnitedHealth made up 0.05% of Asset One Wealth Management's portfolio in Q1 2026, its #224 holding.
3,018 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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