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BlackDiamond Wealth Management’s UnitedHealth UNH Stock Holding History

BlackDiamond 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 		$355K Buy
1,311
+43
+3% +$12.8K 0.17% 120
2025
Q4 		$350K Buy
1,268
+115
+10% +$39K 0.17% 123
2025
Q3 		$398K Buy
1,153
+424
+58% +$128K 0.22% 90
2025
Q2 		$238K Buy
729
+15
+2% +$5.73K 0.14% 146
2025
Q1 		$272K Sell
714
-142
-17% -$72.6K 0.18% 112
2024
Q4 		$433K Buy
856
+6
+0.7% +$3.41K 0.25% 89
2024
Q3 		$522K Buy
850
+121
+17% +$68.4K 0.32% 79
2024
Q2 		$413K Buy
729
+88
+14% +$43.1K 0.27% 83
2024
Q1 		$317K Sell
641
-136
-18% -$69.1K 0.23% 98
2023
Q4 		$391K Buy
777
+187
+32% +$99.7K 0.29% 79
2023
Q3 		$313K Buy
590
+3
+0.5% +$1.48K 0.28% 86
2023
Q2 		$300K Buy
587
+75
+15% +$36.7K 0.25% 91
2023
Q1 		$252K Buy
512
+8
+2% +$3.86K 0.26% 95
2022
Q4 		$245K Buy
504
+46
+10% +$24.4K 0.28% 91
2022
Q3 		$247K Buy
458
+8
+2% +$4.21K 0.3% 86
2022
Q2 		$234K Buy
450
+52
+13% +$26.1K 0.29% 96
2022
Q1 		$203K Sell
398
-22
-5% -$10.6K 0.24% 107
2021
Q4 		$211K Buy
+420
New +$190K 0.24% 104

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

BlackDiamond Wealth Management's UNH Position: Q1 2026 in Review

BlackDiamond Wealth Management increased its UnitedHealth (UNH) stake by 3.4% in Q1 2026, buying an estimated $12.8K and bringing the position to 1,311 shares worth $355K. The position accounts for 0.17% of the portfolio, ranked #120.

BlackDiamond Wealth Management first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $522K in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • BlackDiamond Wealth Management held 1,311 shares of UnitedHealth worth $355K as of Q1 2026.
  • BlackDiamond Wealth Management bought 43 UnitedHealth shares in Q1 2026, an estimated $12.8K.
  • UnitedHealth made up 0.17% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #120 holding.
  • BlackDiamond Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • BlackDiamond Wealth Management's UnitedHealth position peaked at $522K in Q3 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.