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Baldwin Wealth Partners’s UnitedHealth UNH Stock Holding History

Baldwin Wealth Partners’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 		– Sell
-998
Closed -$329K – 254
2025
Q4 		$329K Sell
998
-437
-30% -$148K 0.02% 191
2025
Q3 		$496K Buy
1,435
+2
+0.1% +$605 0.03% 150
2025
Q2 		$447K Sell
1,433
-181
-11% -$69.2K 0.03% 150
2025
Q1 		$845K Sell
1,614
-40
-2% -$20.4K 0.06% 107
2024
Q4 		$837K Sell
1,654
-288
-15% -$164K 0.06% 110
2024
Q3 		$1.14M Buy
1,942
+361
+23% +$204K 0.08% 119
2024
Q2 		$805K Sell
1,581
-1,094
-41% -$536K 0.06% 107
2024
Q1 		$1.32M Sell
2,675
-126
-4% -$64.1K 0.1% 98
2023
Q4 		$1.47M Buy
2,801
+61
+2% +$32.5K 0.12% 92
2023
Q3 		$1.38M Sell
2,740
-604
-18% -$297K 0.12% 95
2023
Q2 		$1.61M Hold
3,344
– – 0.13% 97
2023
Q1 		$1.58M Sell
3,344
-62
-2% -$29.9K 0.14% 99
2022
Q4 		$1.81M Buy
3,406
+109
+3% +$57.7K 0.16% 96
2022
Q3 		$1.67M Sell
3,297
-42
-1% -$22.1K 0.23% 57
2022
Q2 		$1.72M Hold
3,339
– – 0.22% 58
2022
Q1 		$1.7M Buy
3,339
+990
+42% +$477K 0.18% 63
2021
Q4 		$1.18M Buy
2,349
+33
+1% +$14.9K 0.12% 72
2021
Q3 		$905K Buy
2,316
+1,100
+90% +$456K 0.1% 74
2021
Q2 		$487K Buy
1,216
+30
+3% +$12K 0.05% 121
2021
Q1 		$441K Hold
1,186
– – 0.05% 118
2020
Q4 		$416K Buy
1,186
+179
+18% +$60K 0.05% 119
2020
Q3 		$314K Hold
1,007
– – 0.04% 132
2020
Q2 		$297K Sell
1,007
-281
-22% -$80.5K 0.04% 130
2020
Q1 		$321K Hold
1,288
– – 0.06% 117
2019
Q4 		$379K Hold
1,288
– – 0.05% 130
2019
Q3 		$280K Buy
1,288
+4
+0.3% +$965 0.04% 147
2019
Q2 		$313K Hold
1,284
– – 0.05% 165
2019
Q1 		$317K Hold
1,284
– – 0.05% 167
2018
Q4 		$320K Buy
1,284
+35
+3% +$9.25K 0.05% 151
2018
Q3 		$332K Hold
1,249
– – 0.05% 167
2018
Q2 		$306K Hold
1,249
– – 0.05% 165
2018
Q1 		$267K Hold
1,249
– – 0.04% 172
2017
Q4 		$275K Sell
1,249
-22
-2% -$4.66K 0.04% 174
2017
Q3 		$249K Buy
1,271
+22
+2% +$4.25K 0.04% 174
2017
Q2 		$232K Hold
1,249
– – 0.04% 178
2017
Q1 		$205K Buy
1,249
+214
+21% +$35K 0.03% 187
2016
Q4 		$166K Hold
1,035
– – 0.03% 190
2016
Q3 		$145K Sell
1,035
-361
-26% -$50.6K 0.03% 198
2016
Q2 		$197K Sell
1,396
-17,688
-93% -$2.36M 0.04% 165
2016
Q1 		$2.46M Sell
19,084
-5,970
-24% -$706K 0.44% 49
2015
Q4 		$2.95M Buy
25,054
+195
+0.8% +$22.8K 0.48% 56
2015
Q3 		$2.88M Sell
24,859
-226
-0.9% -$27K 0.49% 53
2015
Q2 		$3.06M Buy
25,085
+291
+1% +$34.4K 0.45% 57
2015
Q1 		$2.93M Sell
24,794
-213
-0.9% -$23.7K 0.43% 59
2014
Q4 		$2.53M Buy
25,007
+1,949
+8% +$185K 0.37% 64
2014
Q3 		$1.99M Buy
23,058
+639
+3% +$54K 0.28% 77
2014
Q2 		$1.83M Buy
22,419
+233
+1% +$18.3K 0.27% 78
2014
Q1 		$1.82M Sell
22,186
-379
-2% -$28.5K 0.29% 71
2013
Q4 		$1.7M Sell
22,565
-12,704
-36% -$913K 0.27% 86
2013
Q3 		$2.53M Buy
35,269
+205
+0.6% +$14.7K 0.46% 58
2013
Q2 		$2.3M Buy
+35,064
New +$2.18M 0.45% 65

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

Baldwin Wealth Partners's UNH Position: Q1 2026 in Review

Baldwin Wealth Partners sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 998 shares — an estimated $329K sold.

Baldwin Wealth Partners first reported a position in UNH in Q2 2013 and held it in 51 quarters. The position peaked at $3.06M in Q2 2015. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Baldwin Wealth Partners reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Baldwin Wealth Partners sold 998 UnitedHealth shares in Q1 2026, an estimated $329K.
  • Baldwin Wealth Partners first reported a position in UnitedHealth in Q2 2013 and held it in 51 quarters.
  • Baldwin Wealth Partners's UnitedHealth position peaked at $3.06M in Q2 2015.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Baldwin Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.