BlueStem Wealth Partners’s UnitedHealth UNH Stock Holding History

BlueStem 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	$924K	Sell	3,416 -82	-2%	-$24.4K	0.1%	64
2025 Q4	$1.15M	Sell	3,498 -553	-14%	-$187K	0.13%	57
2025 Q3	$1.4M	Buy	4,051 +289	+8%	+$87.4K	0.16%	47
2025 Q2	$1.17M	Buy	3,762 +234	+7%	+$89.4K	0.14%	45
2025 Q1	$1.85M	Sell	3,528 -35	-1%	-$17.9K	0.25%	35
2024 Q4	$1.8M	Buy	+3,563	New	+$2.02M	0.24%	37

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

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

BlueStem Wealth Partners reduced its UnitedHealth (UNH) stake by 2.3% in Q1 2026, selling an estimated $24.4K and leaving 3,416 shares worth $924K. The position accounts for 0.1% of the portfolio, ranked #64.

BlueStem Wealth Partners first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.85M in Q1 2025. 3,022 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

BlueStem Wealth Partners held 3,416 shares of UnitedHealth worth $924K as of Q1 2026.
BlueStem Wealth Partners sold 82 UnitedHealth shares in Q1 2026, an estimated $24.4K.
UnitedHealth made up 0.1% of BlueStem Wealth Partners's portfolio in Q1 2026, its #64 holding.
BlueStem Wealth Partners first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
BlueStem Wealth Partners's UnitedHealth position peaked at $1.85M in Q1 2025.
3,022 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.