Battery Global Advisors’s UnitedHealth UNH Stock Holding History

Battery Global 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	$16.1K	Buy	60 +54	+900%	+$16.1K	0.01%	111
2025 Q4	$2.92K	Sell	6 -53	-90%	-$18K	﹤0.01%	178
2025 Q3	$20.3K	Buy	59 +1	+2%	+$302	0.01%	106
2025 Q2	$18.2K	Hold	58	–	–	0.01%	103
2025 Q1	$30.3K	Hold	58	–	–	0.02%	88
2024 Q4	$29.2K	Buy	58 +1	+2%	+$568	0.02%	85
2024 Q3	$33.6K	Buy	+57	New	+$32.2K	0.02%	82

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

Battery Global Advisors's UNH Position: Q1 2026 in Review

Battery Global Advisors increased its UnitedHealth (UNH) stake by 900% in Q1 2026, buying an estimated $16.1K and bringing the position to 60 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #111.

Battery Global Advisors first reported a position in UNH in Q3 2024 and has held it in 7 quarters since. The position peaked at $33.6K in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Battery Global Advisors held 60 shares of UnitedHealth worth $16.1K as of Q1 2026.
Battery Global Advisors bought 54 UnitedHealth shares in Q1 2026, an estimated $16.1K.
UnitedHealth made up 0.01% of Battery Global Advisors's portfolio in Q1 2026, its #111 holding.
Battery Global Advisors first reported a position in UnitedHealth in Q3 2024 and has held it in 7 quarters since.
Battery Global Advisors's UnitedHealth position peaked at $33.6K in Q3 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Battery Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.