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Blalock Williams’s UnitedHealth UNH Stock Holding History

Blalock Williams’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 		$247K Sell
912
-396
-30% -$118K 0.19% 115
2025
Q4 		$432K Sell
1,308
-88
-6% -$29.8K 0.35% 66
2025
Q3 		$482K Buy
1,396
+48
+4% +$14.5K 0.42% 60
2025
Q2 		$421K Sell
1,348
-151
-10% -$57.7K 0.42% 64
2025
Q1 		$785K Sell
1,499
-112
-7% -$57.3K 0.88% 34
2024
Q4 		$815K Buy
+1,611
New +$915K 0.95% 31

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

Blalock Williams's UNH Position: Q1 2026 in Review

Blalock Williams reduced its UnitedHealth (UNH) stake by 30% in Q1 2026, selling an estimated $118K and leaving 912 shares worth $247K. The position accounts for 0.19% of the portfolio, ranked #115.

Blalock Williams first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $815K in Q4 2024. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Blalock Williams held 912 shares of UnitedHealth worth $247K as of Q1 2026.
  • Blalock Williams sold 396 UnitedHealth shares in Q1 2026, an estimated $118K.
  • UnitedHealth made up 0.19% of Blalock Williams's portfolio in Q1 2026, its #115 holding.
  • Blalock Williams first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • Blalock Williams's UnitedHealth position peaked at $815K in Q4 2024.
  • 3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.